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Citadel Balanced H4 Fund B1 (0P0000SXOY)

Johannesburg

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24.086 +0.130 +0.54%

24/12 - Closed. Currency in ZAR

Type: Fund

Market: South Africa

Issuer: H4 Collective Investments (RF) (Pty)Ltd

ISIN: ZAE000155370

Asset Class: Equity

Morningstar Rating:
Total Assets: 2.14B

General
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0P0000SXOY Holdings

Comprehensive information about top holdings and Key Holding Information for the Citadel Balanced H4 Fund B1 (0P0000SXOY) fund. Our Citadel Balanced H4 Fund B1 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	28.360	30.180	1.820
Stocks	48.170	48.170	0.000
Bonds	23.450	24.270	0.820
Other	0.020	0.020	0.000

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	12.825	12.380
Price to Book	2.060	1.889
Price to Sales	1.635	1.341
Price to Cash Flow	5.577	6.375
Dividend Yield	3.269	3.564
5 Years Earnings Growth	13.230	11.535

Sector Allocation

Name	Net %	Category Average
Financial Services	25.070	22.558
Communication Services	16.550	12.425
Basic Materials	13.960	14.212
Consumer Cyclical	10.640	11.594
Technology	9.520	8.366
Healthcare	7.830	6.935
Consumer Defensive	6.600	8.953
Industrials	4.330	5.964
Energy	2.910	2.362
Real Estate	2.600	8.221

Region Allocation

North America
Europe Developed
Asia
Australasia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 109

Number of short holdings: 7

Name	ISIN	Weight %	Last	Change %
Citadel SA Multi-Factor Equity H4 B2	-	17.11	-	-
Citadel SA Bond H4 B2	-	7.30	-	-
JPM USD Standard Mny mkt VNAV C (acc.)	LU0088277610	7.13	-	-
Vanguard USD Treasury Bond UCITS USD Accumulation	IE00BGYWFS63	7.07	23.00	0.00%
Peregrine US Bond Dollar	GG00BD72S838	5.36	-	-
iShares $ Corp Bond Acc Share Class	IE00BYXYYJ35	2.10	5.84	+0.17%
Prosus	NL0013654783	1.90	38.98	+0.21%
FirstRand Ltd	ZAE000066304	1.27	7,688	-0.93%
Microsoft	US5949181045	1.25	430.53	-1.73%
Standard Bank Grp	ZAE000109815	1.12	22,321	-1.01%

Top Equity Funds by H4 Collective Investments (RF) (Pty)Ltd

Name	Total Assets	YTD%	3Y%	10Y%
H4 Diversified Fund B1	7.72B	11.79	9.79	8.60
H4 Growth Fund B1	4.78B	12.60	10.16	8.54
H4 Stable Fund B1	3.77B	12.28	9.56	-
H4 Worldwide Equity Fund B1	3.26B	13.88	10.65	10.01
Citadel SA Multi-Factor Eq H4 B1	1.25B	11.55	9.19	-

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