Old Mutual Namibia Managed Fund
MANAGEMENT Fund Manager's Comment
Graham Tucker, BSc (Hons in Actuarial Science), CFA
Graham joined Old Mutual in 2000 and is the portfolio manager of MacroSolutions' range of balanced funds. Before assuming this responsibility in 2014, he was portfolio manager on a number of aggressive funds, including Edge28. In addition, Graham is MacroSolutions' quantitative strategist, risk manager and a member of the asset allocation group. He is quantitatively driven and adds value through his ability to thoroughly test ideas prior to implementation. Prior to joining MacroSolutions, Graham was a quantitative analyst in the Quantitative Research Unit (QRU). There he gained experience in the various risk and data systems within Old Mutual Investment Group, and assisted the team leader with the optimisation procedures for the unit's aggressive equity offering.

This fund aims to achieve long-term inflation-beating growth. The fund has a growth asset bias and will invest more heavily in shares. The portfolio manager actively allocates to other asset classes to take advantage of changing market conditions and to manage the fund's volatility. The fund is exposed to all sectors of the Namibian and South African market (shares, bonds - property). This fund complies with Namibian retirement fund legislation.

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Sector Rank: 31 out of 43
(lump sum over 3 years to 31 July 2017)
Overall Rank: 514 out of 818
(lump sum over 3 years to 31 July 2017)
R1000 invested on 31 July 2014 was worth R 1163 at 31 July 2017
( 5.15% annual compound return)
R100 per month since 31 July 2014 was worth R 3767 at 31 July 2017
( 2.92% annual return compounded monthly)
Formation Date:15 NOV 1999 Holdings:44
Original Price:212.34 Pricing:Forward
Top Holdings on 31 July 2017
Share (Sector)No.Value% of Fund
SASOL (Chemicals)30,02912,857,817 2.20 %
BATS (Tobacco)17,78214,750,169 2.53 %
NASPERS-N (Media)7,07924,429,629 4.18 %
DERIVATIV (Derivatives)026,796 0.00 %
OLDMUTUAL (Life Insurance)356,59113,550,458 2.32 %
FOREIGNUT (Foreign Invest)0106,877,935 18.31 %
GC18 (Namibian Gilt)02,886,505 0.49 %
NQ1A21 (Bond)792,466799,839 0.14 %
NETCARE (Health Care Equipment - Services)256,3326,446,750 1.10 %
NAMBREW (Beverages)012,336,680 2.11 %
NAMIBIA C (Cash on call)056,547,788 9.69 %
U-OMGLOB (International)1,804,55847,621,557 8.16 %
MTN GROUP (Mobile Telecommunications)78,80410,764,626 1.84 %
TOTAL R309,896,54953.07%

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