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Old Mutual Balanced Fund A (0P0000IRAJ)

Johannesburg

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22.192 +0.050 +0.22%

27/12 - Closed. Currency in ZAR

Morningstar Rating:
Total Assets: 23.25B

Type: Fund

Market: South Africa

Issuer: Old Mutual Unit Trust Mgrs

ISIN: ZAE000097424

Asset Class: Equity

General
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0P0000IRAJ Holdings

Comprehensive information about top holdings and Key Holding Information for the Old Mutual Balanced Fund A (0P0000IRAJ) fund. Our Old Mutual Balanced Fund A portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %
Cash	4.910	4.910
Shares	58.440	58.440
Bonds	25.170	25.170
Other	11.480	11.480

Style Box

Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	11.434	12.380
Price to Book	1.755	1.889
Price to Sales	1.265	1.341
Price to Cash Flow	4.603	6.375
Dividend Yield	3.638	3.564
5 Years Earnings Growth	11.944	11.535

Sector Allocation

Name	Net %	Category Average
Financial Services	24.370	22.558
Basic Materials	13.680	14.212
Communication Services	13.520	12.425
Consumer Cyclical	11.830	11.594
Consumer Defensive	11.620	8.953
Real Estate	6.980	8.221
Industrials	6.950	5.964
Technology	4.440	8.366
Healthcare	4.320	6.935
Energy	1.630	2.362
Utilities	0.660	1.026

Region Allocation

North America
Latin America
Europe Developed
Asia
Australasia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 100

Number of short holdings: 8

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	7,688	-0.93%
Standard Bank Grp	ZAE000109815	3.48	22,321	-1.01%
REPUBLIC OF SOUTH AFRICA 31/01/37 8.5%	ZAG000107012	3.33	-	-
REPUBLIC OF SOUTH AFRICA 31/03/32 8.25%	ZAG000107004	2.79	-	-
REPUBLIC OF SOUTH AFRICA 31/01/40 9%	ZAG000125980	2.71	-	-
REPUBLIC OF SOUTH AFRICA 31/01/45 8.75%	ZAG000106972	2.66	-	-

Top Equity Funds by Old Mutual Unit Trust Mgrs

Name	Total Assets	YTD%	3Y%	10Y%
Old Mutual Global Equity Fund B1	40.29B	21.22	13.88	15.38
Old Mutual Global Equity Fund R	40.29B	21.67	14.34	15.78
Old Mutual Global Equity Fund A	40.29B	20.71	13.36	14.83
Old Mutual Balanced Fund R	23.25B	12.45	8.60	7.66
Old Mutual Balanced Fund B1	23.25B	11.61	9.35	7.88

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Old Mutual Balanc.	22.192	+0.050	+0.22%