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Alexander Forbes Investments Aggressive Passive Fund T (0P00017G50)

Johannesburg

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1.607 +0.010 +0.37%

09/01 - Delayed Data. Currency in ZAR

Type: Fund

Market: South Africa

Issuer: Alexander Forbes Investments Unit Trusts Limited

ISIN: ZAE000211652

Asset Class: Equity

Morningstar Rating:
Total Assets: 263.39M

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0P00017G50 Holdings

Comprehensive information about top holdings and Key Holding Information for the Alexander Forbes Investments Aggressive Passive Fu (0P00017G50) fund. Our Alexander Forbes Investments Aggressive Passive Fu 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	4.740	4.870	0.130
Stocks	77.000	77.000	0.000
Bonds	18.240	18.240	0.000
Other	0.020	0.020	0.000

Style Box

Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	12.615	12.379
Price to Book	1.851	1.885
Price to Sales	1.743	1.354
Price to Cash Flow	5.252	6.429
Dividend Yield	3.365	3.575
5 Years Earnings Growth	11.193	11.412

Sector Allocation

Name	Net %	Category Average
Financial Services	24.580	22.562
Communication Services	13.940	12.379
Basic Materials	13.760	14.155
Technology	9.720	8.371
Real Estate	9.200	8.632
Consumer Cyclical	8.740	11.593
Consumer Defensive	6.330	8.933
Healthcare	5.970	6.936
Industrials	4.840	5.972
Energy	1.900	2.353
Utilities	1.020	1.024

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 80

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
iShares Core MSCI World UCITS	IE00B4L5Y983	19.07	107.90	-0.33%
Satrix MSCI World Equity Index Feeder Fund A3	ZAE000185237	9.66	49.533	+0.09%
iShares Global Government Bond UCITS	IE00B3F81K65	6.21	87.31	-0.24%
Satrix Property Index Fund C	ZAE000181814	5.41	8.728	-0.35%
Naspers	ZAE000325783	4.98	369,708	+0.09%
FirstRand Ltd	ZAE000066304	3.20	7,513	-0.03%
Standard Bank Grp	ZAE000109815	2.64	22,059	+0.01%
Capitec Bank	ZAE000035861	2.21	309,510	+0.02%
Gold Fields	ZAE000018123	2.10	28,960	+1.79%
Anglo American	GB00B1XZS820	1.70	2,447.0	+0.31%

Top Equity Funds by Alexander Forbes Investments Unit Trusts Limited

Name	Total Assets	YTD%	3Y%	10Y%
Investment Solutions Performer Mana	4.95B	13.99	8.11	8.03
Investment Solutions Property Equit	1.38B	28.43	10.80	3.00
Investment Solutions Strategic Glob	1.08B	11.01	6.82	10.41
Alexander Forbes Inv Real Return A	388.7M	12.19	8.46	6.88
Investment Solutions Global Equity	320.52M	20.62	9.10	13.19

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Recent Quotes

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	Alexander Forbes .	1.607	+0.010	+0.37%