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Sanlam Investment Management Balanced Fund B4 (0P0000JZLM)

Johannesburg

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102.127 -0.010 -0.01%

04/11 - Delayed Data. Currency in ZAR

Morningstar Rating:
Total Assets: 6.86B

Type: Fund

Market: South Africa

Issuer: Sanlam Collective Investments

ISIN: ZAE000121687

Asset Class: Equity

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0P0000JZLM Holdings

Comprehensive information about top holdings and Key Holding Information for the Sanlam Investment Management Balanced Fund B4 (0P0000JZLM) fund. Our Sanlam Investment Management Balanced Fund B4 portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	7.630	7.640	0.010
Stocks	49.070	49.070	0.000
Bonds	41.460	41.460	0.000
Other	1.850	1.870	0.020

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	10.771	12.177
Price to Book	1.593	1.849
Price to Sales	1.213	1.315
Price to Cash Flow	3.985	6.280
Dividend Yield	4.071	3.826
5 Years Earnings Growth	15.434	12.229

Sector Allocation

Name	Net %	Category Average
Financial Services	27.370	22.010
Basic Materials	18.110	14.744
Communication Services	16.030	12.417
Real Estate	11.250	8.075
Consumer Cyclical	9.930	11.303
Consumer Defensive	6.100	9.290
Industrials	4.260	5.979
Healthcare	2.800	7.107
Utilities	2.520	0.988
Energy	0.830	2.497
Technology	0.800	8.414

Region Allocation

Equities

North America
Latin America
Europe Developed
Asia
Australasia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 193

Number of short holdings: 3

Name	ISIN	Weight %	Last	Change %
Satrix Smartcore Index C	ZAE000271201	8.23	-	-
Firstrand 0 23012029	-	8.04	-	-
Sanlam Real Assets SI USD Acc	IE00BG7P3228	5.34	-	-
Standard Bank Eln 06012025	-	4.78	-	-
REPUBLIC OF SOUTH AFRICA 31/03/32 8.25%	ZAG000107004	3.42	-	-
Naspers	ZAE000325783	3.39	421,453	+0.83%
Sbsa Ndduwi Eln 20092027	-	3.16	-	-
SIM Property B2	ZAE000094439	2.64	-	-
Standard Bank Equity Linked Note	-	2.40	-	-
REPUBLIC OF SOUTH AFRICA 28/02/35 8.875%	ZAG000125972	2.22	-	-

Top Equity Funds by Sanlam Collective Investments

Name	Total Assets	YTD%	3Y%	10Y%
Truffle MET Flexible Fund D	11.68B	11.97	9.58	10.07
Truffle MET Flexible Fund E	11.68B	12.06	9.70	10.17
Truffle MET Flexible Fund A	11.68B	11.72	9.26	9.59
Truffle MET Flexible Fund C	11.68B	11.87	9.45	9.94
Truffle Sanlam Collect Inv Flex C2	11.68B	11.87	9.45	-

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