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Foord Equity Fund B (0P0000JZ1G)

Johannesburg

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113.494 -0.960 -0.84%

01/04 - Closed. Currency in ZAR

Type: Fund

Market: South Africa

Issuer: Foord Unit Trusts

ISIN: ZAE000125860

Asset Class: Equity

Morningstar Rating:
Total Assets: 4.34B

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0P0000JZ1G Holdings

Comprehensive information about top holdings and Key Holding Information for the Foord Equity Fund B (0P0000JZ1G) fund. Our Foord Equity Fund B portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %
Cash	7.400	7.400
Stocks	89.450	89.450
Bonds	1.700	1.700
Other	1.450	1.450

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	9.079	10.361
Price to Book	1.559	1.598
Price to Sales	0.963	1.095
Price to Cash Flow	7.946	7.115
Dividend Yield	2.980	4.048
5 Years Earnings Growth	17.112	12.441

Sector Allocation

Name	Net %	Category Average
Communication Services	20.380	15.996
Consumer Defensive	20.190	10.969
Financial Services	15.070	27.662
Consumer Cyclical	13.360	12.692
Healthcare	12.950	4.032
Basic Materials	8.220	19.066
Industrials	8.050	4.661
Real Estate	1.780	2.797

Region Allocation

Equities

Europe Developed
Australasia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 51

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Prosus	NL0013654783	9.90	43.22	+1.50%
Naspers	ZAE000325783	8.33	460,444	+1.91%
Nedgroup Investments Corporate Money Market Fund C	ZAE000167912	7.81	1.000	0.00%
Premier	ZAE000320321	5.35	13,000.00	+0.70%
Anheuser Busch Inbev	BE0974293251	4.97	57.24	+0.56%
Netcare	ZAE000011953	4.54	1,350	+2.51%
Aspen Pharmacare Holdings	ZAE000066692	4.20	16,278	-0.58%
Wilson Bayly Holmes Ovcon	ZAE000009932	4.19	18,608	+3.05%
FirstRand Ltd	ZAE000066304	3.76	7,346	+2.26%
Standard Bank Grp	ZAE000109815	3.50	24,156	+0.90%

Top Equity Funds by Foord Unit Trusts

Name	Total Assets	YTD%	3Y%	10Y%
Foord Balanced Fund B2	24.87B	1.62	10.11	7.32
Foord Balanced Fund A	24.87B	1.55	9.62	6.84
Foord Balanced Fund B1	24.87B	1.59	9.93	7.14
Foord Balanced Fund B3	24.87B	1.62	10.23	7.41
Foord Balanced Fund B4	24.87B	1.52	9.54	6.80

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Recent Quotes

Name	Price	Chg.	Chg. %
Foord Equity Fund.	113.494	-0.960	-0.84%
Top Funds Selecti.	5.337	-0.060	-1.11%
Lemanik SICAV - E.	24.410	-0.510	-2.05%
MainStay MAP A	30.00	-0.02	-0.07%