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Discovery Cautious Balanced Fund (0P0000SX6X)

Johannesburg

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1.718 +0.002 +0.11%

22/05 - Closed. Currency in ZAR ( Disclaimer )

Morningstar Rating:
Total Assets: 5.27B

Type: Fund

Market: South Africa

Issuer: Discovery Life Collective Inv

ISIN: ZAE000154811

Asset Class: Equity

General
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Technical
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0P0000SX6X Holdings

Comprehensive information about top holdings and Key Holding Information for the Discovery Cautious Balanced Fund (0P0000SX6X) fund. Our Discovery Cautious Balanced Fund portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

Name	Net %	Long %	Short %
Cash	16.310	19.030	2.720
Stocks	20.580	20.580	0.000
Bonds	32.760	32.900	0.140
Other	30.350	30.350	0.000

Style Box

Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	10.438	11.758
Price to Book	1.407	1.505
Price to Sales	1.182	1.475
Price to Cash Flow	8.802	7.695
Dividend Yield	5.072	4.637
5 Years Earnings Growth	11.973	10.770

Sector Allocation

Name	Net %	Category Average
Financial Services	22.160	20.004
Communication Services	18.910	11.516
Real Estate	16.600	17.821
Basic Materials	16.210	13.079
Consumer Cyclical	13.020	9.765
Consumer Defensive	5.120	9.930
Industrials	3.940	6.160
Technology	1.810	9.026
Healthcare	1.360	6.366
Energy	0.770	2.815
Utilities	0.100	1.224

Region Allocation

North America
Europe Developed
Asia
Australasia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 55

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Investec Global Balanced (SA) I Grs USD	GG00BJ38BS84	21.88	-	-
Ninety One Money Market Z	ZAE000242848	7.35	-	-
South Africa (Republic of) 8.25%	ZAG000107004	7.11	-	-
Investec Global Strategy Fund US Dollar Money Fu	LU0439319624	5.48	22.967	+0.01%
Global Equity (SA) I USD Acc	GG00BNTCGS72	4.62	-	-
Investec Corporate Bond Fund Z	ZAE000079976	4.60	0.924	0%
South Africa (Republic of) 8.5%	ZAG000107012	4.05	-	-
Global Fix Income Sa I Acc Usd	-	3.85	-	-
South Africa (Republic of) 2%	ZAG000096587	3.57	-	-
Investec Property Equity Fund Z	ZAE000085551	3.35	2.995	+0.88%

Top Equity Funds by Discovery Life Collective Inv

Name	Total Assets	YTD%	3Y%	10Y%
Discovery Balanced Fund	42.76B	2.60	6.23	7.30
Discovery Moderate Dynamic A	6.34B	11.25	11.04	-
Discovery Aggr Asset Optimiser A	4.7B	10.27	11.24	-
Discovery Moderate Balanced Fund	2.5B	2.12	6.02	7.06
Discovery Global Equity Feeder Fund	2.34B	11.55	12.26	12.62

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Recent Quotes

Name	Price	Chg.	Chg. %
Discovery Cautiou.	1.718	+0.002	+0.11%
THPB	0.670	0.000	0.00%
KSSC	1.050	0.000	0.00%