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Stanlib Multi-asset Cautious Fund B4 (0P0000JZP0)

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2.008 +0.004    +0.20%
21/11 - Delayed Data. Currency in ZAR
Type:  Fund
Market:  South Africa
ISIN:  ZAE000130738 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 9.38B
STANLIB Balanced Cautious Fund B4 2.008 +0.004 +0.20%

0P0000JZP0 Holdings

 
Comprehensive information about top holdings and Key Holding Information for the STANLIB Balanced Cautious Fund B4 (0P0000JZP0) fund. Our STANLIB Balanced Cautious Fund B4 portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name  Net %  Long %  Short %
Cash 5.520 5.790 0.270
Stocks 20.770 20.770 0.000
Bonds 49.910 49.910 0.000
Convertible 0.020 0.020 0.000
Other 23.780 23.780 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 12.252 12.344
Price to Book 2.103 1.632
Price to Sales 1.481 1.600
Price to Cash Flow 5.187 7.081
Dividend Yield 3.392 4.166
5 Years Earnings Growth 12.184 11.550

Sector Allocation

Name  Net % Category Average
Financial Services 26.290 21.089
Basic Materials 13.350 12.617
Healthcare 12.350 6.075
Communication Services 12.230 10.983
Consumer Cyclical 10.330 10.275
Consumer Defensive 8.400 9.141
Technology 6.170 9.055
Industrials 4.040 6.092
Real Estate 3.800 18.053
Energy 2.380 2.539
Utilities 0.660 1.268

Region Allocation

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

Top Holdings

Number of long holdings: 174

Number of short holdings: 4

Name ISIN Weight % Last Change %
STANLIB Glbl Mlt-Stgy Agrsv Gr X USD Acc JE00BMVV4Q99 20.99 - -
REPUBLIC OF SOUTH AFRICA 28/02/35 8.875% ZAG000125972 7.75 - -
REPUBLIC OF SOUTH AFRICA 31/01/45 8.75% ZAG000106972 6.74 - -
  South Africa 8.75 28-Feb-2048 ZAG000096173 4.85 81.460 +1.48%
  iShares Core MSCI World UCITS IE00B4L5Y983 4.74 108.62 -0.14%
REPUBLIC OF SOUTH AFRICA 31/03/32 8.25% ZAG000107004 3.63 - -
REPUBLIC OF SOUTH AFRICA 31/01/40 9% ZAG000125980 3.40 - -
  STANLIB ALBI Bond Index Tracker Fund B2 ZAE000217170 3.15 0.916 +0.40%
REPUBLIC OF SOUTH AFRICA 31/01/37 8.5% ZAG000107012 3.11 - -
  iShares Short Treasury Bond US4642886794 2.84 110.37 0.00%

Top Equity Funds by STANLIB Collective Investments

  Name Rating Total Assets YTD% 3Y% 10Y%
  STANLIB Balanced Cautious Fund B2 9.38B 12.27 9.38 8.44
  STANLIB Balanced Cautious Fund B1 9.38B 11.22 8.15 7.53
  STANLIB Global Equity Feeder Fund R 8.63B 13.62 9.34 14.50
  STANLIB Global Equity Feeder B1 8.63B 14.29 9.72 14.34
  STANLIB Global Equity Feeder B2 8.35B 9.69 9.73 -
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