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
SizeR1,566,011,321
Sector Rank: 124 out of 137
(lump sum over 3 years to 31 July 2017)
Overall Rank: 989 out of 1038
(lump sum over 3 years to 31 July 2019)
R1000 invested on 31 May 2016 was worth R 897 at 31 May 2019
( -3.58% annual compound return)
R100 per month since 31 May 2016 was worth R 3376 at 31 May 2019
( -4.20% annual return compounded monthly)
TECHNICAL OVERVIEW
Formation Date:01 NOV 1991 Holdings:39
Original Price:224.35 Pricing:Forward
Top Holdings on 31 July 2019
Share (Sector)No.Value% of Fund
SASOL (Chemicals)220,68699,787,589 6.37 %
BATS (Tobacco)235,660141,497,334 9.04 %
ITLTILE (General Retailers)2,675,96036,366,296 2.32 %
DERIVATIV (Derivatives)015,960,738 1.02 %
ABSA (Banks)550,85783,454,836 5.33 %
U-OMMM (Money Market)38,000,00038,000,000 2.43 %
U-OMTOP20 (General Equity)171,130,622323,727,797 20.67 %
NETCARE (Health Care Equipment - Services)2,295,23953,892,212 3.44 %
CASH (Cash on call)05,890,644 0.38 %
NASPERS-N (Software - Computer Services)90,387302,058,892 19.29 %
BLUETEL (Mobile Telecommunications)14,335,07652,753,080 3.37 %
TOTAL R1,153,389,41873.66%

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