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Adviceworx Old Mutual Inflation Plus 5-7% Fund Of Funds B1 (0P00012OPX)

Johannesburg

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3.491 +0.025 +0.72%

09/05 - Closed. Currency in ZAR

Type: Fund

Market: South Africa

ISIN: ZAE000189650

Asset Class: Equity

Morningstar Rating:
Total Assets: 1.37B

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0P00012OPX Holdings

Comprehensive information about top holdings and Key Holding Information for the Adviceworx Old Mutual Inflation Plus 5-7% Fund of (0P00012OPX) fund. Our Adviceworx Old Mutual Inflation Plus 5-7% 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	4.020	4.410	0.390
Shares	74.660	74.660	0.000
Bonds	19.500	19.550	0.050
Convertible	0.010	0.010	0.000
Other	1.820	2.410	0.590

Style Box

Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	12.460	12.890
Price to Book	1.846	2.068
Price to Sales	1.169	1.628
Price to Cash Flow	9.186	8.903
Dividend Yield	3.034	3.576
5 Years Earnings Growth	10.667	10.673

Sector Allocation

Name	Net %	Category Average
Financial Services	25.920	22.201
Communication Services	16.240	12.648
Consumer Cyclical	12.040	13.383
Basic Materials	10.410	11.728
Technology	10.260	10.438
Healthcare	6.610	6.504
Consumer Defensive	6.560	9.144
Industrials	5.850	7.339
Real Estate	3.210	9.256
Energy	1.740	3.360
Utilities	1.140	1.251

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 %
SIS International Growth Fund of Funds	ZAE000019550	20.70	9.469	+1.06%
SIS Equity Fund	ZAE000019501	14.98	18.144	+0.91%
Old Mutual Multi-Managers Sat Eq No.3 B5	ZAE000195137	14.10	-	-
Old Mutual Multi-Managers Sat Eq No.1 B5	ZAE000195111	13.47	-	-
Old Mutual Global Equity Fund R	ZAE000020707	12.26	72.253	+1.20%
Old Mutual Multi-Managers Income No.3 B5	ZAE000305587	4.99	-	-
Old Mutual Multi-Managers Income No.4 B5	ZAE000305603	4.98	-	-
Old Mutual Multi-Managers Gl Inc FoF B5	ZAE000305702	4.51	-	-
Old Mutual Multi Managers Stable Inc B5	ZAE000328225	2.57	-	-
Old Mutual Bond Fund B	ZAE000048138	2.26	3.310	+0.12%

Top Equity Funds by Adviceworx

Name	Total Assets	YTD%	3Y%	10Y%
Old Mutual Global Equity Fund R	40.37B	-2.23	18.18	14.49
Old Mutual Global Equity Fund A	40.37B	-2.51	17.16	13.50
Old Mutual Global Equity Fund B1	40.37B	-5.19	16.77	13.55
Old Mutual Balanced Fund R	23.71B	4.02	9.40	7.17
Old Mutual Balanced Fund A	23.71B	3.90	9.02	6.81

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