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Personal Trust Equity Fund (0P0000LZ3Y)

Johannesburg

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2.293 -0.020 -0.80%

13/11 - Closed. Currency in ZAR

Type: Fund

Market: South Africa

ISIN: ZAE000137725

Asset Class: Equity

Morningstar Rating:
Total Assets: 841.56M

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0P0000LZ3Y Overview

Find basic information about the Personal Trust Equity Fund 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 0P0000LZ3Y 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 Change3.68%

Prev. Close2.312

Risk Rating

TTM Yield2.23%

ROE10.69%

IssuerN/A

TurnoverN/A

ROA3.37%

Inception DateJul 14, 2009

Total Assets841.56M

Expenses1.41%

Min. Investment50,000

Market Cap552.8B

CategorySouth Africa & Namibia Equity

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Personal Trust Equity Fund 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	1043	1012	1133	1274	1643	1818
Fund Return	4.27%	1.19%	13.28%	8.42%	10.44%	6.16%
Place in category	784	772	771	616	412	270
% in Category	99	95	99	87	65	82

Top Equity Funds by Personal Trust Intl Mgmt Co

Name	Total Assets	YTD%	3Y%	10Y%
Personal Trust Conservative Managed	4.6B	9.43	9.33	7.88
Personal Trust Managed Fund	2.77B	11.21	10.46	8.37
Personal Trust Managed Fund B	2.77B	8.24	10.17	-
Personal Trust Prudent Fund of A	1.83B	8.06	8.98	7.99

Top Funds for South Africa & Namibia Equity Category

Name	Total Assets	YTD%	3Y%	10Y%
Allan Gray Equity Fund C	46.02B	10.60	12.96	8.25
Allan Gray Equity Fund X	46.02B	9.34	15.12	-
Allan Gray Equity Fund A	46.02B	9.71	11.51	8.05
Prudential Core Value Fund B	38.44B	11.84	11.06	8.13
Prudential Core Value Fund F	38.44B	6.64	10.92	-

Top Holdings

Name	ISIN	Weight %	Last	Change %
BHP Group Ltd	AU000000BHP4	8.70	40.150	+0.35%
Richemont	CH0210483332	8.10	120.80	+2.42%
Prosus	NL0013654783	7.43	38.09	+0.79%
Shoprite Holdings	ZAE000012084	7.36	30,714	-0.60%
Naspers Ltd	ZAE000015889	6.47	-	-

Technical Summary

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

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Personal Trust Eq.	2.293	-0.020	-0.80%