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Personal Trust Conservative Managed Fund (0P0000JZ9Q)

Johannesburg

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2.286 -0.010 -0.26%

13/11 - Closed. Currency in ZAR

Morningstar Rating:
Total Assets: 4.6B

Type: Fund

Market: South Africa

Issuer: Personal Trust Intl Mgmt Co

ISIN: ZAE000123402

Asset Class: Equity

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0P0000JZ9Q Overview

Find basic information about the Personal Trust Conservative Managed Fund 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 0P0000JZ9Q MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: ZAE000123402)

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Technical Chart

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Rating

1-Year Change8.58%

Prev. Close2.292

Risk Rating

TTM Yield4.18%

ROE19.83%

IssuerPersonal Trust Intl Mgmt Co

TurnoverN/A

ROA8.69%

Inception DateAug 01, 2008

Total Assets4.6B

Expenses1.45%

Min. Investment50,000

Market Cap810.68B

CategoryZAR/NAD Cautious Allocation

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1094	1024	1167	1307	1560	2134
Fund Return	9.43%	2.38%	16.73%	9.33%	9.3%	7.88%
Place in category	267	401	203	106	53	58
% in Category	54	77	42	25	12	26

Top Equity Funds by Personal Trust Intl Mgmt Co

Name	Total Assets	YTD%	3Y%	10Y%
Personal Trust Managed Fund	2.77B	11.21	10.46	8.37
Personal Trust Managed Fund B	2.77B	8.24	10.17	-
Personal Trust Prudent Fund of A	1.83B	8.06	8.98	7.99
Personal Trust Equity Fund	848.62M	4.27	8.42	6.16

Top Funds for ZAR/NAD Cautious Allocation Category

Name	Total Assets	YTD%	3Y%	10Y%
Allan Gray Stable Fund X	53.33B	7.42	11.84	-
Allan Gray Stable Fund C	53.33B	7.91	9.95	8.35
Allan Gray Stable Fund A	53.33B	7.97	9.32	8.34
Coronation Balanced Defensive Fund	31.88B	8.70	9.99	8.07
Coronation Balanced Defensive FundD	31.88B	8.35	9.12	7.79

Top Holdings

Name	ISIN	Weight %	Last	Change %
iShares Global 100	US4642875722	13.04	100.32	-0.07%
United States Treasury Notes 2.75%	-	5.57	-	-
REPUBLIC OF SOUTH AFRICA 31/03/29 1.875%	ZAG000137191	5.09	-	-
Satrix JSE Global Equity	ZAE000331708	4.24	7,304	+0.72%
REPUBLIC OF SOUTH AFRICA 28/02/33 1.875%	ZAG000125998	2.77	-	-

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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Recent Quotes

	Name	Price	Chg.	Chg. %
	Personal Trust Co.	2.286	-0.010	-0.26%