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Sanlam Investment Management Balanced Fund B9 (0P0000PP7Q)

Johannesburg

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85.026 -0.620 -0.72%

19/08 - Closed. Currency in ZAR ( Disclaimer )

Morningstar Rating:
Total Assets: 12.33B

Type: Fund

Market: South Africa

Issuer: Sanlam Collective Investments

ISIN: ZAE000147849

Asset Class: Equity

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0P0000PP7Q Holdings

Comprehensive information about top holdings and Key Holding Information for the Sanlam Investment Management Balanced Fund B9 (0P0000PP7Q) fund. Our Sanlam Investment Management Balanced Fund B9 portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

Name	Net %	Long %	Short %
Cash	9.810	12.270	2.460
Shares	48.950	48.950	0.000
Bonds	38.940	38.940	0.000
Other	2.290	2.290	0.000

Style Box

Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	11.408	11.545
Price to Book	1.383	1.697
Price to Sales	1.314	1.207
Price to Cash Flow	6.210	7.181
Dividend Yield	3.506	4.322
5 Years Earnings Growth	10.723	11.057

Sector Allocation

Name	Net %	Category Average
Communication Services	22.500	12.755
Financial Services	17.360	20.833
Basic Materials	16.030	15.132
Real Estate	12.750	7.955
Consumer Defensive	7.890	10.342
Consumer Cyclical	6.470	10.998
Healthcare	5.330	7.171
Technology	3.400	8.102
Utilities	3.050	0.914
Energy	3.050	2.830
Industrials	2.180	6.116

Region Allocation

North America
Latin America
Europe Developed
Asia
Australasia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 196

Number of short holdings: 3

Name	ISIN	Weight %	Last	Change %
Sanlam Investment Management Enhanced Yield Fund B	ZAE000156113	12.92	1.043	0%
Naspers Ltd Class N	ZAE000015889	7.79	-	-
Sanlam Real Assets SI USD Acc	IE00BG7P3228	6.08	-	-
Sanlam Global Emerg Mkts D2 USD Acc	IE00BZCD4987	4.52	-	-
Sanlam World Equity SB	IE00BKKF9189	4.03	-	-
FIRSTRAND BANK LTD 23/01/24	ZAG000156514	3.90	-	-
SIM Property B2	ZAE000094439	3.75	-	-
Standard Bank Eln 06012025	-	3.04	-	-
Firstrand Fr 19092024	-	2.53	-	-
ZAGOVT 8 31-Jan-2030	ZAG000106998	2.28	90.00	-0.02%

Top Equity Funds by Sanlam Collective Investments

Name	Total Assets	YTD%	3Y%	10Y%
Sanlam Investment Management InflB9	12.61B	-1.47	6.13	8.18
Sanlam Investment Management InflB4	11.72B	1.40	7.38	7.61
Sanlam Investment Management InflB6	11.72B	1.50	7.66	7.85
Sanlam Investment Management InflB7	11.72B	1.32	7.13	7.37
Sanlam Investment Management Inflat	11.72B	1.24	6.89	7.12

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Sanlam Investment.	85.026	-0.620	-0.72%