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.
FUND OBJECTIVES AND FOCUS
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.