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Foord Balanced Fund A (0P0000IR19)

Johannesburg

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80.587 -0.221 -0.27%

11/04 - Closed. Currency in ZAR

Type: Fund

Market: South Africa

Issuer: Foord Unit Trusts

ISIN: ZAE000042172

Asset Class: Equity

Morningstar Rating:
Total Assets: 24.24B

General
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0P0000IR19 Holdings

Comprehensive information about top holdings and Key Holding Information for the Foord Balanced Fund A (0P0000IR19) fund. Our Foord Balanced Fund 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	8.070	8.190	0.120
Stocks	68.080	69.440	1.360
Bonds	14.080	14.080	0.000
Convertible	1.940	1.940	0.000
Preferred	0.020	0.020	0.000
Other	7.800	7.800	0.000

Style Box

Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	11.971	12.161
Price to Book	1.632	1.871
Price to Sales	1.345	1.346
Price to Cash Flow	7.482	8.482
Dividend Yield	3.050	3.623
5 Years Earnings Growth	8.361	10.710

Sector Allocation

Name	Net %	Category Average
Communication Services	17.100	12.657
Consumer Defensive	15.490	9.160
Healthcare	11.970	6.730
Financial Services	11.330	22.643
Consumer Cyclical	10.550	12.090
Basic Materials	9.750	13.368
Industrials	7.330	5.981
Real Estate	5.170	8.367
Technology	4.670	8.598
Energy	4.550	2.285
Utilities	2.080	1.035

Region Allocation

North America
Europe Developed
Asia
Australasia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 60

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Foord SICAV Foord International Fund B	LU0914416242	17.73	49.092	+2.02%
Foord Global Equity Class X	SGXZ22939185	12.65	-	-
Prosus	NL0013654783	8.27	35.92	-1.40%
Foord Global Equity (Lux) X Cap	LU0914416838	5.71	-	-
Nedgroup Investments Corporate Money Market Fund C	ZAE000167912	4.57	1.000	0.00%
South Africa (Republic of) 0.09%	ZAG000107012	3.10	-	-
Aspen Pharmacare Holdings	ZAE000066692	3.09	14,977	-1.41%
Standard Bank Grp	ZAE000109815	2.75	20,991	-1.94%
NewGold Debentures	ZAE000060067	2.72	57,406	+0.76%
Foord Inflation Link Income B	ZAE000338307	2.60	-	-

Top Equity Funds by Foord Unit Trusts

Name	Total Assets	YTD%	3Y%	10Y%
Foord Balanced Fund B1	24.24B	1.59	9.93	7.14
Foord Balanced Fund B3	24.24B	1.62	10.23	7.41
Foord Balanced Fund B4	24.24B	1.52	9.54	6.80
Foord Balanced Fund B	24.24B	1.70	10.77	8.00
Foord Balanced Fund B2	24.24B	1.62	10.11	7.32

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