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Wealth Associates Bci Balanced Fund Of Funds A (0P000188FL)

Johannesburg

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1.629 0.001 0%

27/02 - Closed. Currency in ZAR

Morningstar Rating:
Total Assets: 985.67M

Type: Fund

Market: South Africa

Issuer: Boutique Collective Investments

ISIN: ZAE000216776

Asset Class: Equity

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0P000188FL Holdings

Comprehensive information about top holdings and Key Holding Information for the Wealth Associates BCI Balanced Fund of Funds A (0P000188FL) fund. Our Wealth Associates BCI Balanced Fund of Funds A 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	5.880	9.090	3.210
Stocks	67.920	68.050	0.130
Bonds	25.260	25.770	0.510
Convertible	0.080	0.080	0.000
Preferred	0.140	0.140	0.000
Other	0.720	0.750	0.030

Style Box

Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	11.631	12.139
Price to Book	1.749	1.878
Price to Sales	1.190	1.335
Price to Cash Flow	8.676	8.346
Dividend Yield	3.487	3.613
5 Years Earnings Growth	10.491	10.768

Sector Allocation

Name	Net %	Category Average
Financial Services	25.800	22.595
Basic Materials	13.460	13.307
Consumer Cyclical	11.550	12.105
Communication Services	11.090	12.565
Technology	9.710	8.655
Consumer Defensive	9.330	9.143
Real Estate	5.500	8.165
Industrials	5.380	6.011
Healthcare	5.340	6.758
Energy	2.310	2.297
Utilities	0.530	1.057

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 8

Number of short holdings: 3

Name	ISIN	Weight %	Last	Change %
Wealth Associates BCI Equity B	ZAE000290474	49.94	-	-
Wealth Associates BCI Global Flex FoF B	ZAE000290623	24.97	-	-
Nedgroup Inv Core Bond C	ZAE000296828	12.48	-	-
Coronation Bond Fund P	ZAE000202453	5.26	14.584	-0.26%
Wealth Associates BCI Income B	ZAE000290490	2.85	-	-
Sesfikile BCI Property Fund B	ZAE000160669	2.85	16.174	+0.37%

Top Equity Funds by Wealth Associates Asset Management

Name	Total Assets	YTD%	3Y%	10Y%
PortfolioMetrix BCI Global Eq B1	10.13B	17.62	9.58	13.31
PortfolioMetrix BCI Global Eq B2	10.13B	17.15	9.14	12.83
Investec Wealth Investmen BCI Bal H	9.4B	16.73	9.36	-
36ONE BCI Equity A	8.8B	1.77	9.76	10.63
36ONE BCI Equity C	8.8B	1.80	10.09	11.00

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	Name	Price	Chg.	Chg. %
	Wealth Associates.	1.629	0.001	0%