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Stanlib Balanced Fund B2 (0P0000JZSV)

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STANLIB Balanced Fund B2 historical data, for real-time data please try another search
9.291 +0.010    +0.06%
09/02 - Closed. Currency in ZAR ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 5.73B
Type:  Fund
Market:  South Africa
Issuer:  STANLIB Collective Investments
ISIN:  ZAE000051595 
Asset Class:  Equity
STANLIB Balanced Fund B2 9.291 +0.010 +0.06%

0P0000JZSV Overview

 
Find basic information about the Stanlib Balanced Fund B2 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 0P0000JZSV MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: ZAE000051595)
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Rating
1-Year Change4.55%
Prev. Close9.285
Risk Rating
TTM Yield3.50%
ROE21.24%
IssuerSTANLIB Collective Investments
TurnoverN/A
ROA7.65%
Inception DateMar 01, 2004
Total Assets5.73B
Expenses0.20%
Min. Investment5,000
Market Cap287.8B
CategoryZAR/NAD Aggressive Allocation
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1000 1097 1073 1243 1573 2003
Fund Return -0.01% 9.69% 7.3% 7.51% 9.48% 7.19%
Place in category 247 175 171 471 196 110
% in Category 43 28 31 89 44 56

Top Equity Funds by STANLIB Collective Investments

  Name Rating Total Assets YTD% 3Y% 10Y%
  STANLIB Balanced Cautious Fund B2 8.86B 1.38 8.22 7.89
  STANLIB Balanced Cautious Fund B1 8.86B 1.09 7.00 7.04
  STANLIB Balanced Cautious Fund B4 8.86B 1.16 9.47 7.11
  STANLIB Global Equity Feeder Fund R 8.05B 13.03 13.94 15.00
  STANLIB Global Equity Feeder B1 8.05B 13.67 14.29 14.80

Top Funds for ZAR/NAD Aggressive Allocation Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Allan Gray Balanced Fund A 186.13B 1.69 11.06 8.33
  Allan Gray Balanced Fund C 186.13B -0.07 11.22 8.48
  Allan Gray Balanced Fund X 186.13B 12.10 14.88 -
  Coronation Balanced Plus Fund D 111.88B 3.05 9.29 8.24
  Coronation Balanced Plus Fund A 111.88B 2.98 8.98 7.93

Top Holdings

Name ISIN Weight % Last Change %
STANLIB Glbl Mlt-Stgy Agrsv Gr X USD Acc JE00BMVV4Q99 20.57 - -
  iShares Core MSCI World UCITS IE00B4L5Y983 7.36 96.63 +1.58%
STANLIB Glb MltStgy Dvrs Gr B2 USD Acc JE00BMTXJY01 5.10 - -
STANLIB Enhanced Multi Style Eq B2 ZAE000214938 3.95 - -
  STANLIB Institutional Money Market Fund B4 ZAE000026738 3.62 1.000 0%

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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