Old Mutual International Growth Fund of Funds
MANAGEMENT Fund Manager's Comment
Lee Freeman-Shor, LLB (Hons)
Lee Freeman-Shor joined Old Mutual in 2005 with a wealth of experience having previously worked in Private Client Investment Management as an Investment Development Manager with Winterthur Life and, more recently, with Schroder Investment Management. Lee graduated from Nottingham Law School with an LLB (Hons) degree. He holds the Investment Management Certificate.
Anthony Gillham, CFA
Anthony Gillham joined Old Mutual in 2000 and is a fixed income portfolio manager within our multi-manager team. In 2007, Anthony became a portfolio manager focusing on global fixed income having been dedicated to qualitative manager research in fixed income since 2006 and quantitative manager research in fixed income prior to that. Anthony is a CFA Charterholder and holds the Investment Management Certificate.

The fund aims to offer higher than average capital growth over the medium to long-term. It invests in a spread of international share (equity), bond and money market unit trusts. The fund manager actively moves both between and within these unit trusts. The primary focus remains on shares, with opportunities in the bond and money markets being sought to take advantage of changing economic and market conditions. This fund is most suited to investors who want a more aggressively managed international unit trust, but are unsure of which foreign markets to select. They must be prepared for short-term fluctuations and thus be able to invest for at least 3 to 5 years. This is a moderately aggressive risk fund (risk rating 4). The fund is exposed to share price movements, which are affected by the activities of individual companies, general market conditions as well as global political and economic changes. A widely diversified portfolio across countries and industry sectors minimises specific company risks. The fund is further exposed to fluctuations in the value of the rand versus other currencies. This can add to or diminish returns that local investors receive.

Click here to Download CSV
SectorGlobal-Multi Asset-Flexible
Sector Rank: 4 out of 20
(lump sum over 3 years to 31 July 2019)
Overall Rank: 220 out of 1038
(lump sum over 3 years to 31 July 2019)
R1000 invested on 31 July 2014 was worth R 1247 at 31 July 2017
( 7.63% annual compound return)
R100 per month since 31 July 2014 was worth R 3877 at 31 July 2017
( 4.75% annual return compounded monthly)
Formation Date:01 APR 2000 Holdings:7
Original Price:200 Pricing:Forward
Top Holdings on 31 July 2019
Share (Sector)No.Value% of Fund
OMNAMERICAEQ (Equities)616,875116,037,786 38.12 %
CASH (Cash on call)08,237,401 2.71 %
TOTAL R124,275,18740.83%

Send e-mail to
© 2019 SHARENET (PTY) Ltd, Cape Town, South Africa
Home     Terms & conditions    Privacy Policy
    Security Notice    Contact Details
Market Statistics are calculated by Sharenet and are therefore not the official JSE Market Statistics. The calculation/derivation may include underlying JSE data.