Old Mutual Investors' Fund
MANAGEMENT Fund Manager's Comment
Jonathan Larcombe, BCompt (Hons), CA (SA), CFA
Jonathan joined the Old Mutual Equities boutique in April 2011. He manages the Old Mutual Equities institutional equity portfolios and the Old Mutual Growth Fund (unit trust). He also co-manages the Old Mutual Investors Fund (unit trust). Jonathan has 14 years of experience in the financial markets as both a portfolio manager and a research analyst. Prior to Old Mutual Equities, Jonathan worked in the Old Mutual Equity Research boutique covering various sectors. He also managed the Old Mutual Global Technology Fund (unit trust). Prior to that he worked in Old Mutual Private Equity and was involved in a number of significant buyouts of South African companies. Prior to joining Old Mutual Investment Group, Jonathan qualified as a chartered accountant with Grant Thornton and worked for Credit Suisse in London.

The fund aims to offer superior returns over the medium to longer term. It invests in shares across all sectors of the stock market, focusing predominantly on the Top 100 blue chip shares. The fund invests in both growth and value companies. The fund aims to achieve its performance objectives through well-researched and superior share selection. The structure of the fund is derived from OMAM's disciplined and research-based process. The fund is for investors who require a broad exposure to the South African stock market. It is the ideal foundation to a diversified, balanced portfolio. This is a moderately aggressive risk fund (risk rating 4). 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. Risk is reduced through a diversified portfolio of shares across most sectors of the JSE. Poor performance of one asset or sector may be offset by stronger performance of other assets or sectors.

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SectorSouth African-Equity-General
Sector Rank: 46 out of 120
(lump sum over 3 years to 30 April 2017)
Overall Rank: 554 out of 803
(lump sum over 3 years to 30 April 2017)
R1000 invested on 30 April 2014 was worth R 1163 at 30 April 2017
( 5.15% annual compound return)
R100 per month since 30 April 2014 was worth R 3816 at 30 April 2017
( 3.75% annual return compounded monthly)
Formation Date:01 OCT 1966 Holdings:26
Original Price:101.46 Pricing:Forward
Top Holdings on 30 April 2017
Share (Sector)No.Value% of Fund
SASOL (Chemicals)1,474,796576,040,702 4.22 %
STEINHOFF N.V. (Household Goods)10,404,133667,633,214 4.89 %
NASPERS-N (Media)1,114,5402,580,160,028 18.91 %
DERIVATIV (Derivatives)0-1,813,634 -0.01 %
B-AFRICA (Banks)4,874,520680,044,284 4.98 %
ASPEN (Pharmaceuticals - Biotechnology)1,931,246530,551,990 3.89 %
REMGRO (General Industrials)2,791,499575,300,100 4.22 %
CASH (Cash on call)0574,447,905 4.21 %
DATATEC (Software - Computer Services)4,308,073222,339,667 1.63 %
TOTAL R6,404,704,25646.94%

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