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Foord Balanced Fund C (0P0000JZ1F)

Johannesburg

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Foord Balanced Fund C historical data, for real-time data please try another search

64.232 -0.160 -0.25%

01/09 - Closed. Currency in ZAR

Type: Fund

Market: South Africa

Issuer: Foord Unit Trusts

ISIN: ZAE000116943

Asset Class: Equity

Morningstar Rating:
Total Assets: 25.3B

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0P0000JZ1F Holdings

Comprehensive information about top holdings and Key Holding Information for the Foord Balanced Fund C (0P0000JZ1F) fund. Our Foord Balanced Fund C 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	2.700	3.460	0.760
Stocks	77.400	77.400	0.000
Bonds	15.230	15.230	0.000
Other	4.670	4.670	0.000

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	14.461	12.379
Price to Book	1.821	1.885
Price to Sales	1.222	1.354
Price to Cash Flow	6.914	6.429
Dividend Yield	1.946	3.575
5 Years Earnings Growth	11.375	11.412

Sector Allocation

Name	Net %	Category Average
Consumer Defensive	14.920	8.933
Basic Materials	14.410	14.155
Communication Services	13.860	12.379
Consumer Cyclical	13.450	11.593
Healthcare	13.100	6.936
Financial Services	12.310	22.562
Industrials	6.590	5.972
Real Estate	6.280	8.632
Technology	2.770	8.371
Energy	1.240	2.353
Utilities	1.090	1.024

Region Allocation

North America
Europe Developed
Asia
Australasia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 57

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Foord SICAV Foord International Fund B	LU0914416242	12.52	47.251	+0.76%
Foord Global Equity Class X	SGXZ22939185	11.98	-	-
South Africa (Republic of) 0.11%	ZAG000016320	8.86	-	-
Foord Global Equity (Lux) X Cap	LU0914416838	6.04	-	-
BHP Group PLC	GB00BH0P3Z91	4.93	-	-
Naspers Ltd Class N	ZAE000015889	4.65	-	-
NewGold Debentures	ZAE000060067	3.81	46,581	-0.37%
Aspen Pharmacare Holdings	ZAE000066692	3.68	16,566	+0.86%
Anheuser Busch Inbev	BE0974293251	3.53	45.20	+0.31%
Compagnie Financiere Richemont SA DR	CH0045159024	3.42	-	-

Top Equity Funds by Foord Unit Trusts

Name	Total Assets	YTD%	3Y%	10Y%
Foord Balanced Fund B3	24.12B	10.79	9.60	7.64
Foord Balanced Fund B4	24.12B	10.16	8.91	7.05
Foord Balanced Fund B	24.12B	11.27	10.14	8.25
Foord Balanced Fund B2	24.12B	10.95	9.52	7.55
Foord Balanced Fund B1	24.12B	10.78	9.33	7.37

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Foord Balanced Fu.	64.232	-0.160	-0.25%