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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.650 | 2.060 | 0.410 |
Stocks | 96.730 | 96.730 | 0.000 |
Bonds | 0.800 | 0.800 | 0.000 |
Preferred | 0.320 | 0.320 | 0.000 |
Other | 0.490 | 0.490 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 9.806 | 9.930 |
Price to Book | 1.508 | 1.437 |
Price to Sales | 0.886 | 1.002 |
Price to Cash Flow | 7.037 | 6.007 |
Dividend Yield | 4.354 | 4.890 |
5 Years Earnings Growth | 14.017 | 11.026 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 22.430 | 25.003 |
Basic Materials | 18.340 | 21.678 |
Communication Services | 15.180 | 15.898 |
Consumer Cyclical | 12.550 | 11.192 |
Consumer Defensive | 8.360 | 11.487 |
Industrials | 7.190 | 4.864 |
Technology | 5.950 | 4.661 |
Energy | 4.450 | 2.754 |
Healthcare | 3.250 | 4.541 |
Real Estate | 2.010 | 2.618 |
Utilities | 0.290 | 0.549 |
Number of long holdings: 13
Number of short holdings: 3
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fairtree Equity Prescient A2 Fund | ZAE000203576 | 16.78 | 4.504 | -0.05% | |
Coronation Equity Q | ZAE000273900 | 16.62 | - | - | |
Investec Equity Fund R | ZAE000020376 | 16.62 | 74.895 | -0.04% | |
PSG Equity Fund D | ZAE000062352 | 16.61 | 17.122 | -0.11% | |
Prudential Equity Fund F | ZAE000218277 | 16.60 | 20.773 | +0.19% | |
36ONE BCI Equity G | ZAE000299863 | 16.45 | - | - | |
Zar_rebate - Investec Equity Fund R 0.50% On Zar | - | 0.01 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
PSG Wealth Moderate Fund of Funds D | 36B | 2.02 | 9.61 | 7.91 | ||
PSG Wealth Moderate Fund of Funds C | 36B | 1.36 | 7.49 | 5.86 | ||
PSG Wealth Moderate Fund of Funds B | 36B | 1.69 | 8.55 | 6.88 | ||
PSG Wealth Moderate Fund of Funds A | 36B | 1.59 | 8.23 | 6.58 | ||
PSG Wealth Global Creator Feeder FA | 24.33B | 9.09 | 11.87 | 14.06 |
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