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Citadel Balanced H4 Fund B1 (0P0000SXOY)

Johannesburg

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23.781 +0.070 +0.32%

22/11 - Closed. Currency in ZAR

Morningstar Rating:
Total Assets: 2.14B

Type: Fund

Market: South Africa

Issuer: H4 Collective Investments (RF) (Pty)Ltd

ISIN: ZAE000155370

Asset Class: Equity

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0P0000SXOY Overview

Find basic information about the Citadel Balanced H4 Fund B1 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 0P0000SXOY MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: ZAE000155370)

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Technical Chart

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Rating

1-Year Change5.68%

Prev. Close23.706

Risk Rating

TTM Yield3.25%

ROE18.53%

IssuerH4 Collective Investments (RF) (Pty)Ltd

TurnoverN/A

ROA6.67%

Inception DateApr 01, 2011

Total Assets2.14B

Expenses1.56%

Min. InvestmentN/A

Market Cap784.78B

CategoryZAR/NAD Aggressive Allocation

What is your sentiment on Citadel Balanced H4 Fund B1?

Market is currently closed. Voting is open during market hours.

Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1071	1010	1135	1346	1550	1980
Fund Return	7.14%	1.01%	13.49%	10.42%	9.16%	7.07%
Place in category	575	616	593	152	315	142
% in Category	94	94	97	28	72	69

Top Equity Funds by H4 Collective Investments (RF) (Pty)Ltd

Name	Total Assets	YTD%	3Y%	10Y%
H4 Diversified Fund B1	7.68B	10.41	11.79	8.63
H4 Growth Fund B1	4.74B	8.73	11.73	8.25
H4 Stable Fund B1	3.77B	10.52	10.75	-
H4 Worldwide Equity Fund B1	3.24B	10.39	12.62	9.73
Citadel Global Equity H4 Fund of B1	1.19B	11.45	10.14	12.15

Top Funds for ZAR/NAD Aggressive Allocation Category

Name	Total Assets	YTD%	3Y%	10Y%
Allan Gray Balanced Fund C	200.1B	9.24	12.06	8.64
Allan Gray Balanced Fund A	200.1B	8.46	10.90	8.56
Allan Gray Balanced Fund X	200.1B	8.21	13.80	-
Coronation Balanced Plus Fund P	121.18B	11.46	10.83	8.66
Coronation Balanced Plus Fund D	121.18B	10.84	9.03	8.39

Top Holdings

Name	ISIN	Weight %	Last	Change %
Citadel SA Multi-Factor Equity H4 B2	-	17.33	-	-
Citadel SA Bond H4 B2	-	7.12	-	-
JPM USD Standard Mny mkt VNAV C (acc.)	LU0088277610	6.97	-	-
Vanguard USD Treasury Bond UCITS USD Accumulation	IE00BGYWFS63	6.89	22.82	0.00%
Peregrine US Bond Dollar	GG00BD72S838	5.23	-	-

Technical Summary

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

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