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Discovery Cautious Balanced Fund (0P0000SX6X)

Johannesburg

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1.814 +0.005 +0.26%

22/01 - Delayed Data. Currency in ZAR

Type: Fund

Market: South Africa

Issuer: Discovery Life Collective Inv

ISIN: ZAE000154811

Asset Class: Equity

Morningstar Rating:
Total Assets: 5.57B

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	8.810	20.620	11.810
Stocks	42.260	42.260	0.000
Bonds	43.480	43.700	0.220
Other	5.450	5.490	0.040

Style Box

Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	13.900	12.434
Price to Book	1.944	1.662
Price to Sales	1.857	1.619
Price to Cash Flow	5.513	7.265
Dividend Yield	2.974	3.996
5 Years Earnings Growth	12.290	11.080

Sector Allocation

Name	Net %	Category Average
Financial Services	24.870	21.563
Communication Services	14.560	10.976
Technology	12.420	9.058
Consumer Cyclical	11.980	10.436
Real Estate	11.300	18.474
Basic Materials	7.510	12.133
Industrials	6.100	6.138
Healthcare	5.020	5.852
Consumer Defensive	3.530	9.020
Utilities	1.540	1.329
Energy	1.170	2.432

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 56

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Investec Global Balanced (SA) I Grs USD	GG00BJ38BS84	21.60	-	-
South Africa (Republic of) 8.25%	ZAG000107004	8.54	-	-
South Africa (Republic of) 8.5%	ZAG000107012	5.80	-	-
Investec Corporate Bond Fund Z	ZAE000079976	5.24	0.995	+0.38%
South Africa (Republic of) 8.75%	ZAG000106972	4.63	-	-
Investec Property Equity Fund Z	ZAE000085551	4.44	3.352	0%
Investec Global Strategy Fund US Dollar Money Fu	LU0439319624	3.97	23.712	+0.01%
ZAGOVT 8 31-Jan-2030	ZAG000106998	3.48	96.08	+0.13%
South Africa 8.75 28-Feb-2048	ZAG000096173	2.81	79.940	+0.11%
South Africa (Republic of) 9%	ZAG000125980	2.81	-	-

Top Equity Funds by Discovery Life Collective Inv

Name	Total Assets	YTD%	3Y%	10Y%
Discovery Balanced Fund	45.26B	15.00	6.94	7.76
Discovery Moderate Dynamic A	8.24B	14.00	9.43	-
Discovery Aggr Asset Optimiser A	6.42B	13.52	8.48	-
Discovery Conservative Optimiser A	2.99B	13.93	9.45	-
Discovery Global Equity Feeder Fund	2.77B	27.29	11.77	12.94

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Discovery Cautiou.	1.814	+0.005	+0.26%