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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 14.500 | 18.470 | 3.970 |
Stocks | 33.290 | 35.190 | 1.900 |
Bonds | 47.150 | 47.400 | 0.250 |
Convertible | 0.010 | 0.010 | 0.000 |
Preferred | 0.090 | 0.090 | 0.000 |
Other | 4.950 | 4.950 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 10.983 | 11.760 |
Price to Book | 1.522 | 1.504 |
Price to Sales | 1.042 | 1.475 |
Price to Cash Flow | 7.514 | 7.687 |
Dividend Yield | 3.999 | 4.637 |
5 Years Earnings Growth | 14.685 | 10.762 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 22.170 | 20.011 |
Basic Materials | 12.520 | 13.063 |
Communication Services | 12.500 | 11.510 |
Consumer Cyclical | 11.340 | 9.758 |
Consumer Defensive | 10.290 | 9.942 |
Technology | 9.590 | 9.029 |
Real Estate | 6.900 | 17.825 |
Industrials | 5.990 | 6.157 |
Healthcare | 4.450 | 6.385 |
Energy | 3.870 | 2.800 |
Utilities | 0.380 | 1.225 |
Number of long holdings: 13
Number of short holdings: 3
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Nedgroup Inv Core Guarded C2 | ZAE000259198 | 16.69 | - | - | |
Investec Cautious Managed Fund B | ZAE000079513 | 16.67 | 2.202 | +0.08% | |
Coronation Balanced Defensive Fund A | ZAE000090627 | 16.67 | 2.268 | +0.30% | |
Prudential Inflation Plus Fund B | ZAE000041026 | 16.58 | 4.403 | +0.50% | |
PSG Stable Fund D | ZAE000181632 | 16.56 | 1.646 | +0.61% | |
Sanlam Investment Management Inflation Plus Fund B | ZAE000099933 | 16.54 | 5.831 | +0.11% | |
Zar_rebate - Coronation Bal Defensive Fund A 0.55% On Zar | - | 0.01 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
PSG Wealth Moderate Fund of Funds C | 35.52B | 1.36 | 7.49 | 5.86 | ||
PSG Wealth Moderate Fund of Funds B | 35.52B | 1.69 | 8.55 | 6.88 | ||
PSG Wealth Moderate Fund of Funds A | 35.52B | 1.59 | 8.23 | 6.58 | ||
PSG Wealth Moderate Fund of Funds D | 35.52B | 2.02 | 9.61 | 7.91 | ||
PSG Wealth Global Creator Feeder FA | 23.96B | 9.09 | 11.87 | 14.06 |
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