| Old Mutual Investors Fund |
| MANAGEMENT | Fund Manager's Comment |
| Peter Linley, BA (Econ), BCom (Hons), Investment Head: Unit Trusts |
| Peter is the joint head of Old Mutual Equities (OME). He assumed management of Old Mutual Investors' Fund in 2009. He is supported by a team of 14 analysts, many of whom have extensive experience in the industry.
Our universe of shares covers some 150 companies. Our overall approach is a combination of both fundamental and quantitative. each company in which we invest is subject to a robust research process which follows a cash flow return on investment approach (CFROI). Emphasis is placed on a disciplined portfolio construction process to ensure that the potential of our research ideas is maximised in the funds we manage.
Previous Experience: He has extensive investment experience having worked in the industry for 26 years as an equity analyst, portfolio manager, head of equity research and chief investment officer. He has been with Old Mutual since 1988. |
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| 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. |
