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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 | 11.745 |
Price to Book | 1.522 | 1.507 |
Price to Sales | 1.042 | 1.475 |
Price to Cash Flow | 7.514 | 7.711 |
Dividend Yield | 3.999 | 4.639 |
5 Years Earnings Growth | 14.685 | 10.880 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 22.170 | 20.020 |
Basic Materials | 12.520 | 13.138 |
Communication Services | 12.500 | 11.516 |
Consumer Cyclical | 11.340 | 9.794 |
Consumer Defensive | 10.290 | 9.879 |
Technology | 9.590 | 9.021 |
Real Estate | 6.900 | 17.797 |
Industrials | 5.990 | 6.153 |
Healthcare | 4.450 | 6.345 |
Energy | 3.870 | 2.814 |
Utilities | 0.380 | 1.230 |
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 | 2.213 | +0.15% | |
Coronation Balanced Defensive Fund A | ZAE000090627 | 16.67 | 2.274 | +0.18% | |
Prudential Inflation Plus Fund B | ZAE000041026 | 16.58 | 4.393 | -0.05% | |
PSG Stable Fund D | ZAE000181632 | 16.56 | 1.651 | +0.18% | |
Sanlam Investment Management Inflation Plus Fund B | ZAE000099933 | 16.54 | 5.854 | -0.04% | |
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 | 35.71B | 1.36 | 7.49 | 5.86 | ||
PSG Wealth Moderate Fund of Funds B | 35.71B | 1.69 | 8.55 | 6.88 | ||
PSG Wealth Moderate Fund of Funds A | 35.71B | 1.59 | 8.23 | 6.58 | ||
PSG Wealth Moderate Fund of Funds D | 35.71B | 2.02 | 9.61 | 7.91 | ||
PSG Wealth Global Creator Feeder FA | 24.77B | 9.09 | 11.87 | 14.06 |
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