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Discovery Cautious Balanced Fund (0P0000SX6X)

Johannesburg

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1.781 +0.003 +0.16%

04/11 - Delayed Data. Currency in ZAR

Type: Fund

Market: South Africa

Issuer: Discovery Life Collective Inv

ISIN: ZAE000154811

Asset Class: Equity

Morningstar Rating:
Total Assets: 5.38B

General
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0P0000SX6X Holdings

Comprehensive information about top holdings and Key Holding Information for the Discovery Cautious Balanced Fund (0P0000SX6X) fund. Our Discovery Cautious Balanced Fund 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	9.840	20.860	11.020
Stocks	40.610	40.800	0.190
Bonds	41.690	41.930	0.240
Other	7.850	7.850	0.000

Style Box

Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	14.326	12.335
Price to Book	1.981	1.630
Price to Sales	1.640	1.599
Price to Cash Flow	5.459	7.085
Dividend Yield	3.212	4.185
5 Years Earnings Growth	14.115	11.542

Sector Allocation

Name	Net %	Category Average
Financial Services	20.610	21.067
Technology	15.930	9.134
Communication Services	12.820	10.903
Consumer Cyclical	10.920	10.244
Basic Materials	9.620	12.681
Real Estate	9.380	17.940
Healthcare	6.140	6.122
Industrials	5.960	6.116
Consumer Defensive	4.710	9.095
Utilities	2.010	1.273
Energy	1.880	2.574

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 65

Number of short holdings: 2

Name	ISIN	Weight %	Last	Change %
Investec Global Balanced (SA) I Grs USD	GG00BJ38BS84	21.46	-	-
South Africa (Republic of) 8.25%	ZAG000107004	7.88	-	-
Investec Corporate Bond Fund Z	ZAE000079976	5.05	0.987	+0.14%
South Africa (Republic of) 8.5%	ZAG000107012	4.50	-	-
South Africa (Republic of) 8.75%	ZAG000106972	3.78	-	-
Investec Property Equity Fund Z	ZAE000085551	3.62	3.512	+0.07%
Global Fix Income Sa I Acc Usd	-	3.59	-	-
Investec Global Strategy Fund US Dollar Money Fu	LU0439319624	3.59	23.491	+0.05%
South Africa (Republic of) 2%	ZAG000096587	3.08	-	-
Global Equity (SA) I USD Acc	GG00BNTCGS72	3.05	-	-

Top Equity Funds by Discovery Life Collective Inv

Name	Total Assets	YTD%	3Y%	10Y%
Discovery Balanced Fund	44.28B	12.12	8.76	7.88
Discovery Moderate Dynamic A	7.65B	8.52	9.06	-
Discovery Aggr Asset Optimiser A	5.86B	8.53	8.60	-
Discovery Conservative Optimiser A	2.76B	7.89	8.31	-
Discovery Moderate Balanced Fund	2.56B	10.66	7.94	7.57

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Discovery Cautiou.	1.781	+0.003	+0.16%