Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.980 | 3.670 | 1.690 |
Stocks | 96.590 | 96.590 | 0.000 |
Bonds | 0.390 | 0.410 | 0.020 |
Preferred | 0.340 | 0.340 | 0.000 |
Other | 0.690 | 0.700 | 0.010 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 10.743 | 10.621 |
Price to Book | 1.637 | 1.630 |
Price to Sales | 0.963 | 1.104 |
Price to Cash Flow | 7.579 | 5.082 |
Dividend Yield | 3.547 | 3.978 |
5 Years Earnings Growth | 11.725 | 12.374 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 28.650 | 28.104 |
Communication Services | 15.870 | 15.839 |
Basic Materials | 15.810 | 19.595 |
Consumer Cyclical | 14.460 | 12.435 |
Industrials | 7.070 | 4.752 |
Consumer Defensive | 5.490 | 10.167 |
Technology | 5.170 | 4.233 |
Healthcare | 2.740 | 4.130 |
Energy | 2.600 | 2.521 |
Real Estate | 1.880 | 2.765 |
Utilities | 0.280 | 0.499 |
Number of long holdings: 13
Number of short holdings: 3
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Coronation Equity Q | ZAE000273900 | 17.13 | - | - | |
36ONE BCI Equity G | ZAE000299863 | 16.73 | - | - | |
Prudential Equity Fund F | ZAE000218277 | 16.65 | 22.731 | +0.97% | |
Investec Equity Fund R | ZAE000020376 | 16.53 | 79.545 | +0.50% | |
Fairtree Equity Prescient A2 Fund | ZAE000203576 | 16.32 | 4.760 | +1.24% | |
PSG Equity Fund D | ZAE000062352 | 16.27 | 17.670 | +1.08% | |
Zar_rebate - Investec Equity Fund R 0.50% On Zar | - | 0.01 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
PSG Wealth Moderate Fund of Funds D | 38.95B | 12.13 | 8.89 | 8.27 | ||
PSG Wealth Moderate Fund of Funds C | 38.95B | 9.95 | 6.78 | 6.21 | ||
PSG Wealth Moderate Fund of Funds B | 38.95B | 11.04 | 7.83 | 7.23 | ||
PSG Wealth Moderate Fund of Funds A | 38.95B | 10.72 | 7.52 | 6.93 | ||
PSG Wealth Creator Fund of Funds D | 26.53B | 15.33 | 9.72 | 8.55 |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review