Old Mutual Multi-Managers Defensive Fund of Funds
MANAGEMENT Fund Manager's Comment
Orbis Investment Management Ltd.
Prescient Investment Management
Investec Asset Managers
Prudential Investment Managers
Coronation Fund Managers
Hermes Capital Management
Visio Capital Management
GinsGlobal Investment Management
Catalyst Fund Managers
Sesfikile Capital
BlackRock Investment Managers
Rudiarius Capital Management
36ONE Asset Management
Baillie Gifford
Harris Associates
Resolution Capital Limited
Bateleur Capital
Laurium Capital
FUND OBJECTIVES AND FOCUS

The portfolio gives investors the opportunity to grow their capital and income at a moderate pace through active asset allocation. The portfolio invests in a diversified blend of South African and global managers who may invest in listed shares, fixed interest securities, listed property and cash. The portfolio aims to achieve a return in the range of 3% to 4% per annum above inflation over rolling three-year periods.


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WEBGRAPH
RANKING
SectorSouth African-Multi Asset-Medium Equity
SizeR5,490,975,504
Sector Rank: 31 out of 74
(lump sum over 3 years to 31 July 2019)
Overall Rank: 522 out of 1038
(lump sum over 3 years to 31 July 2019)
R1000 invested on 31 July 2016 was worth R 1137 at 31 July 2019
( 4.37% annual compound return)
R100 per month since 31 July 2016 was worth R 3827 at 31 July 2019
( 3.94% annual return compounded monthly)
TECHNICAL OVERVIEW
Formation Date:01 JUN 2001 Holdings:4
Original Price:200 Pricing:Forward
Top Holdings on 31 July 2019
Share (Sector)No.Value% of Fund
PROPERTY (Real Estate Holding - Development)068,280,484 1.24 %
U-SYMINC3 (Income)358,661,621715,673,398 13.03 %
LOCALUNITTEQT (General Equity)0370,920,573 6.76 %
CASH (Cash on call)030,752,922 0.56 %
U-SISINTG (International)288,124,4031,354,274,178 24.66 %
TOTAL R2,539,901,55546.25%

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