Breaking News
Get 45% Off 0
🤖 Market chaos? You're not alone. Look for ideas with our AI, beating S&P 500 by 12%+ YTD
Get Picks Here
Close

Autus Prime Balanced Fund A (0P0000IR2V)

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 a Portfolio Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
4.214 -0.007    -0.16%
04/04 - Closed. Currency in ZAR
Type:  Fund
Market:  South Africa
Issuer:  Prime CIS Mgmt Co
ISIN:  ZAE000075735 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 229.01M
Autus Prime Balanced Fund A 4.214 -0.007 -0.16%

0P0000IR2V Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Autus Prime Balanced Fund A (0P0000IR2V) fund. Our Autus Prime Balanced Fund A 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 a Portfolio  
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 5.770 6.090 0.320
Stocks 52.620 52.620 0.000
Bonds 15.260 15.370 0.110
Other 26.350 26.360 0.010

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 14.921 12.173
Price to Book 2.425 1.872
Price to Sales 1.303 1.345
Price to Cash Flow 11.951 8.485
Dividend Yield 2.811 3.621
5 Years Earnings Growth 10.712 10.719

Sector Allocation

Name  Net % Category Average
Financial Services 17.300 22.622
Consumer Cyclical 17.190 12.092
Communication Services 13.740 12.659
Basic Materials 13.480 13.360
Technology 10.520 8.623
Healthcare 8.960 6.730
Consumer Defensive 7.600 9.163
Industrials 5.360 5.983
Real Estate 4.230 8.363
Energy 1.140 2.288
Utilities 0.470 1.033

Region Allocation

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

Top Holdings

Number of long holdings: 22

Number of short holdings: 9

Name ISIN Weight % Last Change %
Aboutir Prm Gb Eq Ff Cl B - 21.15 - -
  Autus Prime Opportunity Fund B ZAE000215620 19.71 3.977 -0.71%
  Autus Prime Equity Fund B ZAE000215596 19.67 1.870 -1.61%
  Autus Prime Worldwide Flexible Fund B ZAE000215646 17.08 2.287 +0.13%
REPUBLIC OF SOUTH AFRICA 31/01/40 9% ZAG000125980 6.89 - -
REPUBLIC OF SOUTH AFRICA 28/02/35 8.875% ZAG000125972 1.36 - -
  Richemont CH0210483332 1.02 135.85 -6.02%
  Prosus NL0013654783 0.99 38.74 -6.36%
  Sirius RE GG00B1W3VF54 0.99 83.35 -3.70%
Naspers Ltd ZAE000015889 0.98 - -

Top Equity Funds by Autus Fund Managers (Pty) Ltd

  Name Rating Total Assets YTD% 3Y% 10Y%
  Mazi Asset Prime Africa Eq B2 1.69B 3.63 2.50 -
  Mazi Asset Prime Africa Eq B3 1.69B 3.77 3.39 -
  Prime Worldwide Flexible Fund B 1.21B 3.68 10.69 -
  Hollard Prime Strategic Defensive E 1.2B 1.12 8.68 8.37
  Hollard Prime Strategic Defensive C 1.2B 1.09 8.50 8.16
Comment Guidelines

We encourage you to use comments to engage with 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
  • 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.
  •  Use standard writing style. Include punctuation and upper and lower cases.
  • NOTE: Spam and/or promotional messages and links within a comment will be removed
  • Avoid profanity, slander or personal attacks directed at an author or another user.
  • Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. 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.

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

0P0000IR2V Comments

Write your thoughts about Autus Prime Balanced Fund A
 
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