Breaking News
Upgrade 0
⏰ Save Valuable Time with Faster Stock Data & Tools
Go Pro Now
Close

Sanlam Investment Management Inflation Plus Fund B6 (0P0000JZM2)

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
 
6.046 -0.005    -0.08%
30/01 - Delayed Data. Currency in ZAR
Type:  Fund
Market:  South Africa
ISIN:  ZAE000121729 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 10.57B
Sanlam Investment Management Inflation Plus Fund B 6.046 -0.005 -0.08%

0P0000JZM2 Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Sanlam Investment Management Inflation Plus Fund B (0P0000JZM2) fund. Our Sanlam Investment Management Inflation Plus Fund B 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 11.500 11.510 0.010
Stocks 21.480 21.480 0.000
Bonds 66.990 66.990 0.000
Preferred 0.020 0.020 0.000
Other 0.010 0.010 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 13.023 12.141
Price to Book 2.102 1.643
Price to Sales 1.118 1.610
Price to Cash Flow 9.785 8.375
Dividend Yield 2.944 4.086
5 Years Earnings Growth 9.743 10.618

Sector Allocation

Name  Net % Category Average
Financial Services 21.180 21.453
Consumer Cyclical 14.770 10.619
Technology 14.260 9.234
Communication Services 10.550 10.997
Basic Materials 9.580 11.607
Consumer Defensive 8.460 9.162
Industrials 7.030 6.097
Healthcare 6.440 5.701
Real Estate 4.420 19.409
Energy 2.030 2.328
Utilities 1.280 1.328

Region Allocation

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

Top Holdings

Number of long holdings: 178

Number of short holdings: 2

Name ISIN Weight % Last Change %
  Satrix MSCI World Feeder ZAE000246104 9.52 10,442 +1.14%
  ZAGOVT 8 31-Jan-2030 ZAG000106998 8.67 96.13 0.00%
REPUBLIC OF SOUTH AFRICA 28/02/35 8.875% ZAG000125972 5.69 - -
REPUBLIC OF SOUTH AFRICA 07/12/33 3.45% ZAG000019944 5.26 - -
REPUBLIC OF SOUTH AFRICA 31/03/32 8.25% ZAG000107004 5.16 - -
REPUBLIC OF SOUTH AFRICA 31/01/40 9% ZAG000125980 5.14 - -
  South Africa 7 28-Feb-2031 ZAG000077470 4.47 88.810 +0.08%
REPUBLIC OF SOUTH AFRICA 21/12/27 10.5% ZAG000016320 4.05 - -
SIM Institutional Global Bond B2 ZAE000306916 3.93 - -
Standard Bank Ncd 9.485 24072028 - 3.24 - -

Top Equity Funds by Sanlam Collective Investments

  Name Rating Total Assets YTD% 3Y% 10Y%
  Truffle MET Flexible Fund D 11.93B 12.25 8.36 9.50
  Truffle MET Flexible Fund E 11.93B 12.38 8.48 9.59
  Truffle Sanlam Collect Inv Flex C2 11.78B 12.12 8.23 9.38
  Truffle MET Flexible Fund A 11.93B 11.93 8.05 9.03
  Truffle MET Flexible Fund C 11.93B 12.12 8.23 9.37
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.

0P0000JZM2 Comments

Write your thoughts about Sanlam Investment Management Inflation Plus Fund B6
 
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