Breaking News
Upgrade 0
🔥 Grab for free: Investing.com’s top 10 stocks for 2025 revealed
Get the List
Close

Amplify Sci Defensive Balanced Fund B3 (0P00011JL0)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from Watchlist Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
14.505 -0.003    -0.02%
30/01 - Closed. Currency in ZAR
Type:  Fund
Market:  South Africa
Issuer:  Sanlam Collective Investments
ISIN:  ZAE000186359 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 5.32B
Sanlam Select Defensive Balanced Fund B3 14.505 -0.003 -0.02%

0P00011JL0 Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Sanlam Select Defensive Balanced Fund B3 (0P00011JL0) fund. Our Sanlam Select Defensive Balanced Fund B3 portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

Create Alert
Add to Watchlist
Add to/Remove from Watchlist  
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Name  Net %  Long %  Short %
Cash 0.570 12.530 11.960
Stocks 35.750 35.750 0.000
Bonds 63.660 66.050 2.390
Other 0.010 0.010 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 10.591 12.312
Price to Book 1.471 1.647
Price to Sales 1.379 1.626
Price to Cash Flow 9.362 7.843
Dividend Yield 4.186 4.058
5 Years Earnings Growth 11.041 10.852

Sector Allocation

Name  Net % Category Average
Financial Services 21.840 21.534
Basic Materials 15.440 11.914
Real Estate 14.800 19.145
Communication Services 13.000 10.893
Consumer Cyclical 10.470 10.524
Consumer Defensive 8.030 9.095
Industrials 5.540 6.144
Healthcare 4.640 5.795
Technology 4.500 9.150
Energy 1.020 2.406
Utilities 0.720 1.358

Region Allocation

  • North America
  • Latin America
  • Europe Developed
  • Asia
  • Australasia
  • Africa & Middle East
  • Emerging Markets
  • Developed Markets

Top Holdings

Number of long holdings: 70

Number of short holdings: 3

Name ISIN Weight % Last Change %
REPUBLIC OF SOUTH AFRICA 28/02/33 1.875% ZAG000125998 9.86 - -
Republic Of South Africa 9.00 31012040 - 8.04 - -
Republic Of South Africa 8.50 31012037 - 8.04 - -
South Africa (Republic of) 8.752% ZAG000195413 6.04 - -
Sbk Fr 05042028 - 5.21 - -
  Vanguard Total World Stock US9220427424 4.56 121.94 +0.84%
Standard Bank Ncd 8.4 20102025 - 4.47 - -
United States Treasury Notes 1.62592% - 4.27 - -
Absa Fr 31012030 - 2.89 - -
  Vanguard Short-Term Government Bond US92206C1027 2.71 58.40 +0.07%

Top Equity Funds by Sanlam Collective Investments

  Name Rating Total Assets YTD% 3Y% 10Y%
  Truffle Sanlam Collect Inv Flex C2 11.93B 12.12 8.23 9.38
  Truffle MET Flexible Fund A 11.93B 11.93 8.05 9.03
  Truffle MET Flexible Fund C 11.93B 12.12 8.23 9.37
  Truffle MET Flexible Fund D 11.93B 12.25 8.36 9.50
  Truffle MET Flexible Fund E 11.93B 12.38 8.48 9.59
Comment Guidelines

We encourage you to use comments to engage with other users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind:  

  •            Enrich the conversation, don’t trash it.

  •           Stay focused and on track. Only post material that’s relevant to the topic being discussed. 

  •           Be respectful. Even negative opinions can be framed positively and diplomatically. Avoid profanity, slander or personal attacks directed at an author or another user. Racism, sexism and other forms of discrimination will not be tolerated.

  • Use standard writing style. Include punctuation and upper and lower cases. Comments that are written in all caps and contain excessive use of symbols will be removed.
  • NOTE: Spam and/or promotional messages and comments containing links will be removed. Phone numbers, email addresses, links to personal or business websites, Skype/Telegram/WhatsApp etc. addresses (including links to groups) will also be removed; self-promotional material or business-related solicitations or PR (ie, contact me for signals/advice etc.), and/or any other comment that contains personal contact specifcs or advertising will be removed as well. In addition, any of the above-mentioned violations may result in suspension of your account.
  • Doxxing. We do not allow any sharing of private or personal contact or other information about any individual or organization. This will result in immediate suspension of the commentor and his or her account.
  • Don’t monopolize the conversation. We appreciate passion and conviction, but we also strongly believe in giving everyone a chance to air their point of view. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.
  • Any comment you publish, together with your investing.com profile, will be public on investing.com and may be indexed and available through third party search engines, such as Google.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

0P00011JL0 Comments

Write your thoughts about Amplify Sci Defensive Balanced Fund B3
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

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.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Apple
Continue with Google
or
Sign up with Email