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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 14.430 | 15.170 | 0.740 |
Stocks | 41.190 | 41.190 | 0.000 |
Bonds | 44.290 | 45.850 | 1.560 |
Other | 0.100 | 0.100 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 12.248 | 11.823 |
Price to Book | 1.787 | 1.635 |
Price to Sales | 1.200 | 1.260 |
Price to Cash Flow | 7.473 | 7.625 |
Dividend Yield | 3.955 | 4.165 |
5 Years Earnings Growth | 9.047 | 11.171 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 23.650 | 20.547 |
Consumer Defensive | 15.920 | 10.186 |
Basic Materials | 14.540 | 14.275 |
Consumer Cyclical | 11.700 | 10.096 |
Communication Services | 10.910 | 12.678 |
Industrials | 9.250 | 5.852 |
Healthcare | 5.740 | 6.859 |
Technology | 3.820 | 9.341 |
Real Estate | 1.670 | 7.875 |
Utilities | 1.470 | 1.029 |
Energy | 1.350 | 2.572 |
Number of long holdings: 41
Number of short holdings: 9
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Sasfin BCI Flexible Income Fund B | ZAE000206405 | 12.34 | 1.025 | +0.26% | |
ProShares S&P 500 Dividend Aristocrats | - | 11.95 | - | - | |
Sasfin BCI High Yield C | ZAE000272837 | 7.77 | - | - | |
iShares 3-7 Year Treasury Bond ETF | - | 7.13 | - | - | |
Satrix 40 | ZAE000027108 | 4.77 | 7,435 | +1.10% | |
Ishares Nasdaq 100 Usd Acc | - | 4.46 | - | - | |
Sasfin Global Equity C USD Acc | LU1543747106 | 3.97 | - | - | |
FIRSTRAND BANK LTD 31/01/25 2% | ZAG000109588 | 3.22 | - | - | |
iShares 7-10 Year Treasury Bond | US4642874402 | 3.06 | 93.65 | -0.53% | |
REPUBLIC OF SOUTH AFRICA 31/03/28 2.6% | ZAG000041849 | 2.68 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
PortfolioMetrix BCI Global Eq B2 | 8.64B | 24.80 | 11.07 | - | ||
PortfolioMetrix BCI Global Eq B1 | 8.64B | 25.26 | 11.52 | - | ||
36ONE BCI Equity A | 7.87B | 7.78 | 11.54 | 10.95 | ||
36ONE BCI Equity C | 7.87B | 7.91 | 11.87 | 11.37 | ||
36ONE BCI Equity D | 7.87B | 7.95 | 11.98 | 11.44 |
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