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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 9.610 | 12.660 | 3.050 |
Stocks | 67.420 | 67.860 | 0.440 |
Bonds | 17.340 | 17.380 | 0.040 |
Preferred | 0.150 | 0.150 | 0.000 |
Other | 5.480 | 5.480 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 10.834 | 11.867 |
Price to Book | 1.493 | 1.633 |
Price to Sales | 0.977 | 1.264 |
Price to Cash Flow | 7.696 | 7.530 |
Dividend Yield | 3.853 | 4.164 |
5 Years Earnings Growth | 13.771 | 11.093 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 22.720 | 20.604 |
Basic Materials | 16.020 | 14.043 |
Communication Services | 12.440 | 12.534 |
Consumer Cyclical | 11.410 | 10.136 |
Consumer Defensive | 10.840 | 10.280 |
Technology | 8.130 | 9.423 |
Industrials | 5.920 | 5.894 |
Healthcare | 4.410 | 6.967 |
Real Estate | 4.220 | 7.823 |
Energy | 3.680 | 2.512 |
Utilities | 0.200 | 1.040 |
Number of long holdings: 15
Number of short holdings: 3
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
PSG Balanced Fund A | ZAE000019485 | 14.33 | 99.114 | +0.81% | |
Nedgroup Inv Core Diversified C2 | ZAE000278016 | 14.30 | - | - | |
Coronation Balanced Plus Fund A | ZAE000019808 | 14.30 | 149.525 | +0.25% | |
Nedgroup Inv Balanced A | ZAE000158473 | 14.29 | - | - | |
Prudential Balanced Fund B | ZAE000041018 | 14.23 | 8.735 | +0.34% | |
Ninety One Managed G | ZAE000248365 | 14.18 | - | - | |
Investec Opportunity Fund E | ZAE000159828 | 14.18 | 16.270 | -0.10% | |
Zar_rebate - Investec Opportunity Fund E 0.50%+ 0.01% 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 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 | 24.3B | 9.09 | 11.87 | 14.06 | ||
PSG Wealth Global Creator Feeder FD | 24.3B | 9.33 | 13.30 | 15.09 |
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