Old Mutual Top Companies Fund
MANAGEMENT Fund Manager's Comment
Philip Short, BSc (Mathematics), CFA
FUND OBJECTIVES AND FOCUS

The fund aims to achieve high, long-term capital growth by investing in a concentrated portfolio of shares across all sectors of the JSE. The portfolio manager places emphasis on well-researched, superior, high-conviction share selection. This portfolio is invested fully in shares. Derivatives may be used for risk management purposes.


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WEBGRAPH
RANKING
SectorSouth African-Equity-General
SizeR1,503,013,552
Sector Rank: 110 out of 133
(lump sum over 3 years to 31 July 2017)
Overall Rank: 860 out of 991
(lump sum over 3 years to 31 July 2017)
R1000 invested on 29 February 2016 was worth R 1027 at 28 February 2019
( 0.89% annual compound return)
R100 per month since 29 February 2016 was worth R 3489 at 28 February 2019
( -2.03% annual return compounded monthly)
TECHNICAL OVERVIEW
Formation Date:01 NOV 1991 Holdings:39
Original Price:224.35 Pricing:Forward
Top Holdings on 31 July 2017
Share (Sector)No.Value% of Fund
SASOL (Chemicals)220,68693,791,550 6.24 %
BATS (Tobacco)235,660110,595,238 7.36 %
NASPERS-N (Media)90,387261,423,608 17.39 %
DERIVATIV (Derivatives)021,117,857 1.41 %
ABSA (Banks)550,85789,139,680 5.93 %
U-OMMM (Money Market)35,000,00035,000,000 2.33 %
U-OMTOP20 (General Equity)171,130,622308,514,285 20.53 %
NETCARE (Health Care Equipment - Services)2,295,23960,663,167 4.04 %
CASH (Cash on call)02,093,370 0.14 %
BLUETEL (Mobile Telecommunications)14,335,07677,552,761 5.16 %
TOTAL R1,059,891,51670.53%

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