Breaking News
Get 50% Off 0
50% Off! Beat the market in 2025 with InvestingPro
CLAIM SALE
Close

Discovery Target Retirement 2030 Fund A (0P0000IR2D)

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
 
2.403 +0.020    +0.78%
24/12 - Closed. Currency in ZAR
Type:  Fund
Market:  South Africa
ISIN:  ZAE000107637 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 1.64B
Discovery Target Retirement 2030 Fund A 2.403 +0.020 +0.78%

0P0000IR2D Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Discovery Target Retirement 2030 Fund A (0P0000IR2D) fund. Our Discovery Target Retirement 2030 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 1.060 5.770 4.710
Stocks 65.140 65.140 0.000
Bonds 32.510 32.680 0.170
Other 1.290 1.320 0.030

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 13.689 15.235
Price to Book 2.084 2.116
Price to Sales 1.615 1.573
Price to Cash Flow 4.729 8.866
Dividend Yield 2.830 2.579
5 Years Earnings Growth 12.245 12.325

Sector Allocation

Name  Net % Category Average
Financial Services 26.260 16.653
Communication Services 14.230 7.946
Basic Materials 13.480 6.189
Consumer Cyclical 12.580 12.758
Technology 10.410 17.877
Healthcare 7.420 11.242
Industrials 5.150 12.471
Real Estate 5.120 2.743
Consumer Defensive 3.160 6.795
Energy 1.160 5.329
Utilities 1.020 3.863

Region Allocation

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

Top Holdings

Number of long holdings: 62

Number of short holdings: 1

Name ISIN Weight % Last Change %
Ninety One GSF Glb Equity I Acc USD LU0440695715 18.13 - -
Investec Global Balanced (SA) I Grs USD GG00BJ38BS84 13.15 - -
  Investec Corporate Bond Fund Z ZAE000079976 6.17 1.014 +0.46%
South Africa (Republic of) 8.25% ZAG000107004 5.38 - -
  Naspers ZAE000325783 5.16 427,500 -0.37%
  Investec Property Equity Fund Z ZAE000085551 2.98 3.577 -0.49%
  FirstRand Ltd ZAE000066304 2.63 7,760 +0.58%
  Capitec Bank ZAE000035861 2.29 316,700 -0.32%
South Africa (Republic of) 9% ZAG000125980 2.12 - -
South Africa (Republic of) 8.75% ZAG000106972 2.11 - -

Top Equity Funds by Discovery Life Collective Inv

  Name Rating Total Assets YTD% 3Y% 10Y%
  Discovery Balanced Fund 45.37B 13.32 7.87 7.73
  Discovery Moderate Dynamic A 8.19B 14.00 9.43 -
  Discovery Aggr Asset Optimiser A 6.35B 13.52 8.48 -
  Discovery Cautious Balanced Fund 5.57B 11.74 7.17 7.39
  Discovery Conservative Optimiser A 2.96B 13.93 9.45 -
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.

0P0000IR2D Comments

Write your thoughts about Discovery Target Retirement 2030 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