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Adviceworx Old Mutual Inflation Plus 2-3% Fund Of Funds B1 (0P00012OPU)

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2.880 -0.003    -0.09%
02/06 - Delayed Data. Currency in ZAR
Type:  Fund
Market:  South Africa
ISIN:  ZAE000189619 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 914.68M
Adviceworx Old Mutual Inflation Plus 2-3% Fund of 2.880 -0.003 -0.09%

0P00012OPU Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Adviceworx Old Mutual Inflation Plus 2-3% Fund of (0P00012OPU) fund. Our Adviceworx Old Mutual Inflation Plus 2-3% Fund of portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name  Net %  Long %  Short %
Cash 11.280 11.640 0.360
Shares 38.270 38.270 0.000
Bonds 45.370 45.450 0.080
Convertible 0.020 0.020 0.000
Other 5.080 6.750 1.670

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 12.699 12.157
Price to Book 1.837 1.630
Price to Sales 1.202 1.615
Price to Cash Flow 9.358 8.890
Dividend Yield 3.056 4.115
5 Years Earnings Growth 10.384 10.231

Sector Allocation

Name  Net % Category Average
Financial Services 24.930 21.380
Communication Services 15.520 10.241
Consumer Cyclical 11.700 11.187
Technology 10.410 9.018
Basic Materials 9.940 11.832
Healthcare 6.620 5.575
Consumer Defensive 6.320 9.268
Real Estate 6.080 19.812
Industrials 5.740 6.074
Energy 1.800 2.316
Utilities 0.950 1.298

Region Allocation

  • North America
  • Latin America
  • Europe Developed
  • Asia
  • Australasia
  • Africa & Middle East
  • Emerging Markets
  • Developed Markets

Top Holdings

Number of long holdings: 17

Number of short holdings: 1

Name ISIN Weight % Last Change %
Old Mutual Multi Managers Stable Inc B5 ZAE000328225 20.08 - -
  SIS International Growth Fund of Funds ZAE000019550 12.47 9.630 -0.96%
Old Mutual Multi Managers Active Inc B5 ZAE000328175 11.20 - -
Old Mutual Multi-Managers Income No.3 B5 ZAE000305587 8.81 - -
Old Mutual Multi-Managers Income No.4 B5 ZAE000305603 8.78 - -
Old Mutual Multi-Managers Sat Eq No.3 B5 ZAE000195137 6.89 - -
Old Mutual Multi-Managers Gl Inc FoF B5 ZAE000305702 6.74 - -
  SIS Equity Fund ZAE000019501 6.73 18.845 -0.19%
Old Mutual Multi-Managers Sat Eq No.1 B5 ZAE000195111 6.64 - -
  Old Mutual Global Equity Fund R ZAE000020707 4.81 74.256 -0.12%

Top Equity Funds by Adviceworx

  Name Rating Total Assets YTD% 3Y% 10Y%
  Old Mutual Global Equity Fund R 41.33B -2.23 18.18 14.49
  Old Mutual Global Equity Fund A 41.33B -2.51 17.16 13.50
  Old Mutual Global Equity Fund B1 41.33B -5.19 16.77 13.55
  Old Mutual Balanced Fund R 24.01B 4.02 9.40 7.17
  Old Mutual Balanced Fund A 24.01B 3.90 9.02 6.81
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