Old Mutual Investors Fund
MANAGEMENT Fund Manager's Comment
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.


Click here to Download CSV
WEBGRAPH
RANKING
SectorSouth African-Equity-General
SizeR12,236,116,880
Sector Rank: 92 out of 133
(lump sum over 3 years to 31 July 2017)
Overall Rank: 766 out of 991
(lump sum over 3 years to 31 July 2017)
R1000 invested on 29 February 2016 was worth R 1086 at 28 February 2019
( 2.79% annual compound return)
R100 per month since 29 February 2016 was worth R 3628 at 28 February 2019
( 0.50% annual return compounded monthly)
TECHNICAL OVERVIEW
Formation Date:01 OCT 1966 Holdings:26
Original Price:101.46 Pricing:Forward
Top Holdings on 31 July 2017
Share (Sector)No.Value% of Fund
SASOL (Chemicals)1,893,004804,526,700 6.58 %
BATS (Tobacco)1,590,523746,432,444 6.10 %
NASPERS-N (Media)584,5931,690,800,796 13.82 %
DERIVATIV (Derivatives)0260,235,457 2.13 %
NEDBANK (Banks)2,433,756668,601,448 5.46 %
NETCARE (Health Care Equipment - Services)12,445,598328,937,155 2.69 %
REMGRO (General Industrials)1,716,995334,367,606 2.73 %
CASH (Cash on call)0494,067,613 4.04 %
U-NEWPALL (Exchange Traded Funds)801,924143,680,722 1.17 %
DATATEC (Software - Computer Services)3,224,32488,217,505 0.72 %
BLUETEL (Mobile Telecommunications)4,375,92823,673,770 0.19 %
TOTAL R5,583,541,21645.63%

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.