Old Mutual Namibia Managed Fund
MANAGEMENT Fund Manager's Comment
Warren van der Westhuizen, BCom (Hons), CFA
Warren is a portfolio manager and a member of MacroSolutions equity portfolio team. In addition to this, he is responsible for analysing the boutique s internal systems to source investment ideas. He also undertakes research and analysis on behalf of the equity team. He was a performance analyst at Old Mutual Investment Group for approximately three years, prior to joining the boutique in 2005.
Graham Tucker, BSc (Hons in Actuarial Science), CFA
Graham joined Old Mutual in 2000 and is the portfolio manager of MacroSolutions' range of balanced funds. Before assuming this responsibility in 2014, he was portfolio manager on a number of aggressive funds, including Edge28. In addition, Graham is MacroSolutions' quantitative strategist, risk manager and a member of the asset allocation group. He is quantitatively driven and adds value through his ability to thoroughly test ideas prior to implementation. Prior to joining MacroSolutions, Graham was a quantitative analyst in the Quantitative Research Unit (QRU). There he gained experience in the various risk and data systems within Old Mutual Investment Group, and assisted the team leader with the optimisation procedures for the unit's aggressive equity offering.

FUND OBJECTIVE This fund aims to achieve long-term inflation-beating growth. The fund has a growth asset bias and will invest more heavily in shares. The portfolio manager actively allocates to other asset classes to take advantage of changing market conditions and to manage the fund's volatility. WHO IS THIS FUND FOR? This fund is suitable for investors wanting moderate to high long-term growth, with less volatility in the short term than pure equity. It is suitable as a standalone retirement investment. INVESTMENT MANDATE The fund is exposed to all sectors of the Namibian and South African market (shares, bonds - property). This fund complies with Namibian retirement fund legislation.

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Sector Rank: 33 out of 43
(lump sum over 3 years to 31 July 2019)
Overall Rank: 706 out of 1038
(lump sum over 3 years to 31 July 2019)
R1000 invested on 31 July 2016 was worth R 1093 at 31 July 2019
( 3.00% annual compound return)
R100 per month since 31 July 2016 was worth R 3639 at 31 July 2019
( 0.70% annual return compounded monthly)
Formation Date:15 NOV 1999 Holdings:44
Original Price:212.34 Pricing:Forward
Top Holdings on 31 July 2019
Share (Sector)No.Value% of Fund
ANGLO-NSX (Mining)43,18717,387,096 2.84 %
NBL (Beverages)316,16315,305,451 2.50 %
DERIVATIV (Derivatives)0-2,160 -0.00 %
STANBANK-NSX (Banks)81,20815,971,167 2.61 %
FOREIGNBO (Foreign Invest)079,791,272 13.02 %
GC24 (Namibian Gilt)02,039,095 0.33 %
HWF08 (Bond)600,000600,347 0.10 %
REMGRO (General Industrials)45,9848,640,458 1.41 %
NAMIBIA C (Cash on call)031,099,943 5.08 %
ZPLP (Preference Shares)110,2267,991,405 1.30 %
U-OMGLOB (International)1,508,31245,719,203 7.46 %
NASPERS-N (Software - Computer Services)5,93720,302,339 3.31 %
MTN GROUP (Mobile Telecommunications)90,4519,655,612 1.58 %
TOTAL R254,501,22841.54%

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