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Old Mutual Balanced Fund A3 (0P0000W6FZ)

Johannesburg

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Old Mutual Balanced Fund A3 historical data, for real-time data please try another search

15.284 -0.100 -0.65%

03/10 - Closed. Currency in ZAR ( Disclaimer )

Morningstar Rating:
Total Assets: 21.46B

Type: Fund

Market: South Africa

Issuer: Old Mutual Unit Trust Mgrs

ISIN: ZAE000164653

Asset Class: Equity

General
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0P0000W6FZ Holdings

Comprehensive information about top holdings and Key Holding Information for the Old Mutual Balanced Fund A3 (0P0000W6FZ) fund. Our Old Mutual Balanced Fund A3 portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

Name	Net %	Long %	Short %
Cash	11.370	11.580	0.210
Shares	68.020	68.070	0.050
Bonds	18.560	18.560	0.000
Other	2.050	2.050	0.000

Style Box

Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	10.876	11.555
Price to Book	1.489	1.697
Price to Sales	0.911	1.208
Price to Cash Flow	5.201	7.158
Dividend Yield	2.566	4.318
5 Years Earnings Growth	15.432	11.041

Sector Allocation

Name	Net %	Category Average
Financial Services	24.210	20.867
Communication Services	12.350	12.726
Basic Materials	11.410	15.105
Consumer Defensive	11.370	10.412
Industrials	11.230	6.107
Consumer Cyclical	8.450	10.969
Real Estate	6.110	7.950
Technology	5.460	8.123
Energy	4.840	2.819
Healthcare	3.960	7.160
Utilities	0.630	0.909

Region Allocation

Equities

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 82

Number of short holdings: 3

Name	ISIN	Weight %	Last	Change %
Rsa 8.25 31032032	-	6.65	-	-
Acadian Global Equity UCITS D USD Hyb	IE00BYT2N725	5.60	-	-
Old Mutual Global Currency A Hybrid	IE00B7WBJ246	5.36	-	-
Old Mutual Value Global Equity A Hybrid	IE00B83JLY05	5.27	-	-
FirstRand Ltd	ZAE000066304	4.63	6,473	-0.46%
Rsa 8.00 31012030	-	4.22	-	-
Rsa 8.875 28022035	-	3.80	-	-
Standard Bank Grp	ZAE000109815	3.60	18,189	+1.63%
Old Mutual Quality Global Eq A Hyb Acc	IE00BYX19331	3.42	-	-
Prosus	NL0013654783	3.33	33.67	+1.25%

Top Equity Funds by Old Mutual Unit Trust Mgrs

Name	Total Assets	YTD%	3Y%	10Y%
Old Mutual Global Equity Fund R	32.55B	12.45	18.32	15.96
Old Mutual Global Equity Fund A	32.55B	12.21	17.30	15.02
Old Mutual Global Equity Fund B1	32.55B	9.76	17.97	15.02
Old Mutual Balanced Fund R	21.46B	0.53	7.97	7.25
Old Mutual Balanced Fund A	21.46B	0.44	7.60	6.84

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Old Mutual Balanc.	15.284	-0.100	-0.65%