Old Mutual Industrial Fund
MANAGEMENT Fund Manager's Comment
Kayalethu Nodada, BCom (Hons), CA(SA)

The fund aims to offer superior returns over the medium to longer term. It achieves this by selectively investing in a focused portfolio of listed industrial companies. The fund aims to achieve its performance objective through well researched and superior share selection. The fund is for investors wishing to diversify their portfolio to include a specialist fund and who believe the consumer sector offers strong growth opportunities. This is an aggressive risk fund (risk rating 5). With its exclusive exposure to the consumer sector, it may be more volatile than a fully diversified general equity portfolio. The fund is exposed to share price movements, which are affected by the performance of individual companies, general market conditions as well as political and economic changes. In addition, this fund may hold a greater risk as exposure limits to a single security may be higher. Risk is minimised through a diversified portfolio of shares. Poor performance of one share may be offset by stronger performance of other shares.

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SectorSouth African-Equity-Industrial
Sector Rank: 5 out of 7
(lump sum over 3 years to 31 July 2017)
Overall Rank: 255 out of 818
(lump sum over 3 years to 31 July 2017)
R1000 invested on 31 July 2014 was worth R 1232 at 31 July 2017
( 7.21% annual compound return)
R100 per month since 31 July 2014 was worth R 3896 at 31 July 2017
( 5.08% annual return compounded monthly)
Formation Date:30 JUN 1998 Holdings:20
Original Price:212.7 Pricing:Forward
Top Holdings on 31 July 2017
Share (Sector)No.Value% of Fund
MONDILTD (Forestry - Paper)163,34952,152,435 4.09 %
BATS (Tobacco)145,648120,815,017 9.47 %
NASPERS-N (Media)117,997407,207,647 31.91 %
DERIVATIV (Derivatives)0422,800 0.03 %
U-OMMM (Money Market)66,500,00066,500,000 5.21 %
ASPEN (Pharmaceuticals - Biotechnology)166,36446,166,010 3.62 %
REMGRO (General Industrials)348,32882,205,408 6.44 %
CASH (Cash on call)04,865,510 0.38 %
DATATEC (Software - Computer Services)1,317,73975,282,428 5.90 %
MTN GROUP (Mobile Telecommunications)107,64714,704,580 1.15 %
TOTAL R870,321,83568.2%

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