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Sanlam Investment Management Balanced Fund A1 (0P000158YI)

Johannesburg

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105.262 +0.180 +0.17%

14/02 - Closed. Currency in ZAR

Type: Fund

Market: South Africa

Issuer: Sanlam Collective Investments

ISIN: ZAE000200002

Asset Class: Equity

Morningstar Rating:
Total Assets: 6.77B

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0P000158YI Holdings

Comprehensive information about top holdings and Key Holding Information for the Sanlam Investment Management Balanced Fund A1 (0P000158YI) fund. Our Sanlam Investment Management Balanced Fund A1 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	16.280	16.310	0.030
Stocks	48.640	48.640	0.000
Bonds	34.010	34.060	0.050
Other	1.060	1.230	0.170

Style Box

Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	9.969	12.123
Price to Book	1.560	1.869
Price to Sales	1.163	1.343
Price to Cash Flow	7.772	8.211
Dividend Yield	4.245	3.627
5 Years Earnings Growth	10.512	10.766

Sector Allocation

Name	Net %	Category Average
Financial Services	26.430	22.575
Basic Materials	15.980	13.396
Communication Services	14.980	12.556
Consumer Cyclical	11.650	12.128
Real Estate	10.940	8.537
Consumer Defensive	7.600	9.108
Industrials	4.380	6.008
Utilities	3.160	1.050
Healthcare	2.880	6.705
Technology	1.180	8.560
Energy	0.810	2.283

Region Allocation

Equities

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 206

Number of short holdings: 2

Name	ISIN	Weight %	Last	Change %
Satrix Smartcore Index C	ZAE000271201	7.95	-	-
Firstrand 0 23012029	-	6.64	-	-
Sanlam Real Assets SI USD Acc	IE00BG7P3228	5.41	-	-
REPUBLIC OF SOUTH AFRICA 31/03/32 8.25%	ZAG000107004	3.73	-	-
Naspers	ZAE000325783	3.28	460,000	+7.18%
Sbsa Ndduwi Eln 20092027	-	2.62	-	-
SIM Property B2	ZAE000094439	2.57	-	-
REPUBLIC OF SOUTH AFRICA 28/02/35 8.875%	ZAG000125972	2.48	-	-
Sbsa Ndduwi Eln 29092027	-	1.85	-	-
FirstRand Ltd	ZAE000066304	1.80	7,400	-1.04%

Top Equity Funds by Sanlam Collective Investments

Name	Total Assets	YTD%	3Y%	10Y%
Truffle MET Flexible Fund E	12.02B	12.38	8.48	9.59
Truffle MET Flexible Fund D	12.32B	12.25	8.36	9.50
Truffle MET Flexible Fund A	12.32B	11.93	8.05	9.03
Truffle MET Flexible Fund C	12.32B	12.12	8.23	9.37
Sanlam Investment Management InflB4	10.52B	0.85	8.38	8.04

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Sanlam Investment.	105.262	+0.180	+0.17%