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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.890 | 2.330 | 0.440 |
Stocks | 96.340 | 96.340 | 0.000 |
Bonds | 0.930 | 0.930 | 0.000 |
Preferred | 0.320 | 0.320 | 0.000 |
Other | 0.520 | 0.520 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 10.194 | 9.942 |
Price to Book | 1.496 | 1.435 |
Price to Sales | 0.879 | 1.001 |
Price to Cash Flow | 6.803 | 5.957 |
Dividend Yield | 4.337 | 4.896 |
5 Years Earnings Growth | 12.006 | 11.055 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 23.540 | 25.100 |
Basic Materials | 17.480 | 21.595 |
Communication Services | 14.810 | 15.892 |
Consumer Cyclical | 13.020 | 11.212 |
Consumer Defensive | 8.950 | 11.527 |
Industrials | 7.400 | 4.883 |
Technology | 5.760 | 4.653 |
Energy | 4.040 | 2.719 |
Healthcare | 2.970 | 4.515 |
Real Estate | 1.750 | 2.609 |
Utilities | 0.280 | 0.546 |
Number of long holdings: 7
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
36ONE BCI Equity G | ZAE000299863 | 16.85 | - | - | |
Coronation Equity Q | ZAE000273900 | 16.79 | - | - | |
Prudential Equity Fund F | ZAE000218277 | 16.68 | 20.142 | +0.52% | |
Investec Equity Fund R | ZAE000020376 | 16.60 | 72.777 | +0.99% | |
PSG Equity Fund D | ZAE000062352 | 16.51 | 16.442 | +0.20% | |
Fairtree Equity Prescient A2 Fund | ZAE000203576 | 16.20 | 4.304 | +1.04% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
PSG Wealth Moderate Fund of Funds C | 35.12B | 1.16 | 7.99 | 6.00 | ||
PSG Wealth Moderate Fund of Funds B | 35.12B | 1.41 | 9.05 | 7.02 | ||
PSG Wealth Moderate Fund of Funds A | 35.12B | 1.33 | 8.74 | 6.71 | ||
PSG Wealth Moderate Fund of Funds D | 35.12B | 1.65 | 10.12 | 8.04 | ||
PSG Wealth Global Creator Feeder FA | 23.24B | 9.09 | 11.87 | 14.06 |
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