Old Mutual Multi-Managers Balanced Fund of Funds
MANAGEMENT Fund Manager's Comment
Orbis Investment Management Ltd.
Prescient Investment Management
Investec Asset Managers
Prudential Investment Managers
Coronation Fund Managers
Visio Capital Management
GinsGlobal Investment Management
Catalyst Fund Managers
Sesfikile Capital
BlackRock Investment Managers
Rudiarius Capital Management
FUND OBJECTIVES AND FOCUS

This is a multi-managed flexible asset allocation fund aimed at long term capital growth, with a bias towards absolute returns and capital preservation. The flexible mandate is employed to allow the portfolio to be biased towards absolute returns and capital preservation in the shorter term. Over longer periods the fund attempts to produce significant inflation-beating returns. This is achieved through stock selection and an asset allocation strategy capable of achieving the performance target. The fund conforms to the legislation governing retirement funds.


Click here to Download CSV
WEBGRAPH
RANKING
SectorSouth African-Multi Asset-High Equity
SizeR15,167,599,343
Sector Rank: 67 out of 95
(lump sum over 3 years to 31 July 2017)
Overall Rank: 590 out of 818
(lump sum over 3 years to 31 July 2017)
R1000 invested on 31 July 2014 was worth R 1139 at 31 July 2017
( 4.42% annual compound return)
R100 per month since 31 July 2014 was worth R 3922 at 31 July 2017
( 5.49% annual return compounded monthly)
TECHNICAL OVERVIEW
Formation Date:01 JUN 2001 Holdings:4
Original Price:200 Pricing:Forward
Top Holdings on 31 July 2017
Share (Sector)No.Value% of Fund
PROPERTY (Real Estate Holding - Development)0529,583,758 3.49 %
U-SYMINC4 (Income)536,439,6001,081,730,454 7.13 %
FOREIGNUT (Foreign Invest)03,496,397,607 23.05 %
LOCALUNITTEQT (General Equity)02,545,236,242 16.78 %
UNITTRUSTSBND (Bond)0485,593,524 3.20 %
CASH (Cash on call)0-3,812,171 -0.03 %
U-BCIAFRI (International)295,611,989260,227,234 1.72 %
TOTAL R8,394,956,64855.34%

Send e-mail to
© 2018 SHARENET (PTY) Ltd, Cape Town, South Africa
Home     Terms & conditions    Privacy Policy
    Security Notice    Contact Details
Market Statistics are calculated by Sharenet and are therefore not the official JSE Market Statistics. The calculation/derivation may include underlying JSE data.