Breaking News
Get 40% Off 0
Join +750K new investors every month who copy stock picks from billionaire's portfolios Sign Up Free
Close

Amplify Sci Wealth Protector Fund B5 (0P00018SOT)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from a Portfolio Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
13.106 +0.010    +0.09%
14/06 - Closed. Currency in ZAR ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 4.82B
Type:  Fund
Market:  South Africa
Issuer:  Sanlam Collective Investments
ISIN:  ZAE000222147 
Asset Class:  Equity
Sanlam Select Wealth Protector Fund B5 13.106 +0.010 +0.09%

0P00018SOT Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Sanlam Select Wealth Protector Fund B5 (0P00018SOT) fund. Our Sanlam Select Wealth Protector Fund B5 portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

Create Alert
Add to Watchlist
Add to/Remove from a Portfolio  
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Name  Net %  Long %  Short %
Cash 5.380 5.380 0.000
Shares 29.150 29.150 0.000
Bonds 63.660 63.660 0.000
Preferred 1.050 1.050 0.000
Other 0.770 0.770 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 8.347 11.747
Price to Book 0.997 1.509
Price to Sales 0.930 1.472
Price to Cash Flow 5.960 7.778
Dividend Yield 5.645 4.633
5 Years Earnings Growth 10.676 10.853

Sector Allocation

Name  Net % Category Average
Financial Services 25.620 20.002
Real Estate 16.710 17.809
Consumer Defensive 13.560 9.878
Industrials 13.170 6.141
Basic Materials 9.490 13.179
Consumer Cyclical 7.770 9.802
Communication Services 5.140 11.512
Healthcare 4.530 6.338
Energy 2.860 2.816
Technology 1.000 9.001
Utilities 0.160 1.230

Region Allocation

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

Top Holdings

Number of long holdings: 124

Number of short holdings: 1

Name ISIN Weight % Last Change %
REPUBLIC OF SOUTH AFRICA 28/02/35 8.875% ZAG000125972 10.43 - -
United States Treasury Bills 0% - 5.58 - -
REPUBLIC OF SOUTH AFRICA 31/03/32 8.25% ZAG000107004 4.77 - -
ABSA GROUP LTD 31/12/99 7.933% ZAG000164906 4.18 - -
Standard Bank Fr 291228 - 4.02 - -
  Absa ZAE000255915 3.49 16,591 +5.61%
South Africa (Republic of) 5.875% - 3.04 - -
Absa Fr 02102028 - 3.03 - -
Absa Group Ltd 6.41042% XS2339102878 2.79 - -
Firstrand Bank Fr 13112028 - 2.77 - -

Top Equity Funds by Amplify Investment Partners (Pty) Ltd

  Name Rating Total Assets YTD% 3Y% 10Y%
  Sanlam Investment Management InflB9 12.61B -1.47 6.13 8.18
  Sanlam Investment Management Bal B9 12.33B 3.81 2.91 8.00
  Sanlam Investment Inflation Plus B1 11.62B 1.66 6.01 5.81
  Sanlam Investment Management InflB4 11.62B 2.39 7.85 7.65
  Sanlam Investment Management InflB6 11.62B 2.52 8.13 7.89
Comment Guidelines

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind: 

  • Enrich the conversation
  • Stay focused and on track. Only post material that’s relevant to the topic being discussed.
  • Be respectful. Even negative opinions can be framed positively and diplomatically.
  •  Use standard writing style. Include punctuation and upper and lower cases.
  • NOTE: Spam and/or promotional messages and links within a comment will be removed
  • Avoid profanity, slander or personal attacks directed at an author or another user.
  • Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

0P00018SOT Comments

Write your thoughts about Amplify Sci Wealth Protector Fund B5
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

Are you sure you want to block %USER_NAME%?

By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.

%USER_NAME% was successfully added to your Block List

Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Google
or
Sign up with Email