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Perpetua Sanlam Collective Investments Balanced Fund A (0P00015QEX)

Johannesburg

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1.347 -0.001 -0.06%

29/11 - Closed. Currency in ZAR

Type: Fund

Market: South Africa

Issuer: Sanlam Collective Investments

ISIN: ZAE000181194

Asset Class: Equity

Morningstar Rating:
Total Assets: 188.82M

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0P00015QEX Overview

Find basic information about the Perpetua Sanlam Collective Investments Balanced Fund A mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P00015QEX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Technical Chart

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Rating

1-Year Change8.4%

Prev. Close1.348

Risk Rating

TTM Yield3.85%

ROE12.34%

IssuerSanlam Collective Investments

TurnoverN/A

ROA3.87%

Inception DateSep 19, 2014

Total Assets188.82M

Expenses0.97%

Min. Investment5,000

Market Cap419.98B

CategoryZAR/NAD Moderate Allocation

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Perpetua Sanlam Collective Investments Balanced Fund A Analysis

Oil’s Iran Cliffhanger: What To Know And What To Expect By Barani Krishnan - Aug 17, 2022 3

EU attempting to revive Iran nuclear deal with market staying pessimistic Crude prices could rebound from oversold conditions but stay off 2022 highs Both Iran, US likely...

Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1091	1027	1165	1289	1577	1733
Fund Return	9.14%	2.7%	16.48%	8.83%	9.54%	5.65%
Place in category	360	282	369	277	151	217
% in Category	78	59	79	64	40	97

Top Equity Funds by Perpetua Investment Managers

Name	Total Assets	YTD%	3Y%	10Y%
Truffle MET Flexible Fund D	11.64B	11.30	8.66	9.74
Truffle MET Flexible Fund E	11.64B	11.40	8.78	9.83
Truffle MET Flexible Fund A	11.64B	11.03	8.34	9.27
Truffle Sanlam Collect Inv Flex C2	11.64B	11.19	8.53	9.62
Truffle MET Flexible Fund C	11.64B	11.19	8.53	9.61

Top Funds for ZAR/NAD Moderate Allocation Category

Name	Total Assets	YTD%	3Y%	10Y%
Investec Opportunity Fund G	83.66B	7.76	10.25	8.32
Investec Opportunity Fund J	83.66B	8.28	10.97	9.02
Investec Opportunity Fund B	83.66B	6.58	8.74	8.27
Investec Opportunity Fund A	83.66B	6.58	8.74	8.27
Investec Opportunity Fund H	83.66B	6.99	9.23	8.76

Top Holdings

Name	ISIN	Weight %	Last	Change %
Nedgroup Investments Core Income Fund C10	ZAE000167904	15.13	1.007	0%
Perpetua Global Equity UCITS B USD Acc	IE00BG1D0T84	14.15	-	-
REPUBLIC OF SOUTH AFRICA 28/02/35 8.875%	ZAG000125972	4.74	-	-
REPUBLIC OF SOUTH AFRICA 31/03/32 8.25%	ZAG000107004	4.49	-	-
United States Treasury Notes 1.25%	-	4.42	-	-

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Buy	Buy	Buy
Technical Indicators	Strong Buy	Strong Buy	Strong Buy
Summary	Strong Buy	Strong Buy	Strong Buy

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Perpetua Sanlam C.	1.347	-0.001	-0.06%