Morningstar

PPS Moderate Fund of Funds B2 PMSB2

Morningstar Medalist Rating
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Medalist Rating as of
  • NAV / 1-Day Return ZAR 2.88  /  +0.14 %
  • Fund Size ZAR 10.6B
  • Adjusted Expense Ratio —
  • Net Expense Ratio 0.830%
  • Fee Level: Distribution Low
  • Share Class Type —
  • Morningstar Category ZAR Moderate Allocation
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) —
  • Investment Status Open
  • TTM Yield 3.26%
  • Turnover Ratio —
NAV and 1-Day Return as of

Morningstar’s Analysis PMSB2

Will PMSB2 outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PMSB2’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the PMSB2 management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of PMSB2’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

PPS Moderate FoF B2 holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings PMSB2

More PMSB2 Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 95.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

PPS Stable Growth B

19.96 2B
—

PPS Managed B

17.09 2B
—

PPS Equity B

13.72 1B
—

PPS Institutional Multi Asset Low Eq B

12.88 1B
—

PPS Bond B

10.23 1B
—

PPS Global Equity B USD Acc

9.15 980M
—

PPS Enhanced Yield B

6.23 667M
—

BlackRock ICS USD Ultr Shrt Bd Core Acc

2.07 222M
—

GMO Quality Investment USD Acc

1.89 202M
—

Dodge & Cox Worldwide Global Stk USD Acc

1.85 198M
—

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