Breaking News
Get 55% Off 0
Selloff or Market Correction? Either Way, Here's What to Do Next
See Overvalued Stocks
Close

Old Mutual Balanced Fund A (0P0000IRAJ)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from a Portfolio Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
21.907 -0.050    -0.24%
20/12 - Closed. Currency in ZAR
  • Morningstar Rating:
  • Total Assets: 22.96B
Type:  Fund
Market:  South Africa
Issuer:  Old Mutual Unit Trust Mgrs
ISIN:  ZAE000097424 
Asset Class:  Equity
Old Mutual Balanced Fund A 21.907 -0.050 -0.24%

0P0000IRAJ Overview

 
Find basic information about the Old Mutual Balanced Fund A mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P0000IRAJ MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: ZAE000097424)
Loading
Last Update:
  • 1 Day
  • 1 Week
  • 1 Month
  • 3 Months
  • 6 Months
  • 1 Year
  • 5 years
  • Max
Rating
1-Year Change9.42%
Prev. Close21.959
Risk Rating
TTM Yield2.92%
ROE15.30%
IssuerOld Mutual Unit Trust Mgrs
TurnoverN/A
ROA5.44%
Inception DateJul 02, 2007
Total Assets22.96B
Expenses1.60%
Min. Investment10,000
Market Cap289.63B
CategoryZAR/NAD Aggressive Allocation
What is your sentiment on Old Mutual Balanced Fund A?
or
Market is currently closed. Voting is open during market hours.

Performance

Create Alert
Add to Watchlist
Add to/Remove from a Portfolio  
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1121 1033 1142 1268 1584 2022
Fund Return 12.1% 3.31% 14.22% 8.23% 9.64% 7.29%
Place in category 411 343 429 438 309 127
% in Category 65 51 67 80 69 61

Top Equity Funds by Old Mutual Unit Trust Mgrs

  Name Rating Total Assets YTD% 3Y% 10Y%
  Old Mutual Global Equity Fund B1 39.08B 21.22 13.88 15.38
  Old Mutual Global Equity Fund R 39.08B 21.67 14.34 15.78
  Old Mutual Global Equity Fund A 39.08B 20.71 13.36 14.83
  Old Mutual Balanced Fund R 22.96B 12.45 8.60 7.66
  Old Mutual Balanced Fund B1 22.96B 11.61 9.35 7.88

Top Funds for ZAR/NAD Aggressive Allocation Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Allan Gray Balanced Fund C 196.95B 10.43 11.68 8.87
  Allan Gray Balanced Fund X 196.95B 11.30 12.78 -
  Allan Gray Balanced Fund A 196.95B 10.26 11.50 8.69
  Coronation Balanced Plus Fund A 120.96B 14.72 9.97 8.35
  Coronation Balanced Plus Fund P 120.96B 15.21 10.48 8.84

Top Holdings

Name ISIN Weight % Last Change %
Old Mutual Value Global Equity A Acc IE00B83JLY05 4.34 - -
Acadian Global Equity UCITS D USD Acc IE00BYT2N725 4.21 - -
Naspers Ltd ZAE000015889 4.03 - -
Ric Om Msci World Esg Index Fund - 3.79 - -
  FirstRand Ltd ZAE000066304 3.52 7,709 -0.43%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Sell Buy Buy
Technical Indicators Sell Strong Buy Strong Buy
Summary Sell Strong Buy Strong Buy
Comment Guidelines

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind: 

  • Enrich the conversation
  • Stay focused and on track. Only post material that’s relevant to the topic being discussed.
  • Be respectful. Even negative opinions can be framed positively and diplomatically.
  •  Use standard writing style. Include punctuation and upper and lower cases.
  • NOTE: Spam and/or promotional messages and links within a comment will be removed
  • Avoid profanity, slander or personal attacks directed at an author or another user.
  • Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

0P0000IRAJ Comments

Write your thoughts about Old Mutual Balanced Fund A
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

Are you sure you want to block %USER_NAME%?

By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.

%USER_NAME% was successfully added to your Block List

Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Apple
Continue with Google
or
Sign up with Email