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Satrix Low Equity Balanced Index Fund B2 (0P00013W0Q)

Johannesburg

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13.746 -0.004 -0.03%

28/11 - Closed. Currency in ZAR

Morningstar Rating:
Total Assets: 2.99B

Type: Fund

Market: South Africa

Issuer: Satrix Managers (Pty) Limited

ISIN: ZAE000189387

Asset Class: Equity

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0P00013W0Q Holdings

Comprehensive information about top holdings and Key Holding Information for the Satrix Low Equity Balanced Index Fund B2 (0P00013W0Q) fund. Our Satrix Low Equity Balanced Index Fund B2 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	6.090	6.190	0.100
Stocks	39.580	39.590	0.010
Bonds	54.270	54.270	0.000
Other	0.050	0.050	0.000

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	13.186	12.375
Price to Book	1.830	1.640
Price to Sales	1.711	1.604
Price to Cash Flow	5.557	7.062
Dividend Yield	4.168	4.139
5 Years Earnings Growth	12.764	11.574

Sector Allocation

Name	Net %	Category Average
Financial Services	20.380	21.180
Real Estate	14.040	18.065
Basic Materials	11.140	12.590
Communication Services	10.210	11.006
Technology	9.130	9.039
Utilities	7.250	1.277
Consumer Cyclical	7.040	10.317
Industrials	6.520	6.079
Healthcare	5.890	6.050
Energy	4.770	2.509
Consumer Defensive	3.630	9.077

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 84

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Satrix World Equity Tracker Fund I USD Acc	IE00B89NP226	13.14	3.049	+0.09%
SIM Enhanced Yield B4	ZAE000242723	9.69	-	-
iShares Global Infrastructure UCITS	IE00B1FZS467	4.69	2,729.0	-0.07%
iShares Developed Markets Property Yield UCITS USD	IE00BFM6T921	4.59	5.99	0.00%
REPUBLIC OF SOUTH AFRICA 21/12/27 10.5%	ZAG000016320	4.26	-	-
ZAGOVT 8 31-Jan-2030	ZAG000106998	3.84	96.41	+0.34%
South Africa 8.75 28-Feb-2048	ZAG000096173	3.61	81.750	-0.13%
REPUBLIC OF SOUTH AFRICA 31/03/32 8.25%	ZAG000107004	3.20	-	-
REPUBLIC OF SOUTH AFRICA 28/02/35 8.875%	ZAG000125972	3.12	-	-
Satrix Money Market Fund C	ZAE000223699	2.72	1.000	0%

Top Equity Funds by Satrix Managers (Pty) Limited

Name	Total Assets	YTD%	3Y%	10Y%
Satrix MSCI World Equity Index FeA1	21.55B	11.34	13.04	13.73
Satrix MSCI World Equity Index FeA2	21.55B	11.76	13.42	14.01
Satrix MSCI World Equity Index FeB1	21.55B	11.52	13.34	14.03
Satrix MSCI World Equity Index FeB2	21.55B	11.65	13.50	14.20
Satrix MSCI World Equity Index FeeC	21.55B	11.95	13.79	14.40

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Satrix Low Equity.	13.746	-0.004	-0.03%