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Old Mutual Balanced Fund A (0P0000IRAJ)

Johannesburg

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25.033 -0.080 -0.32%

24/10 - Delayed Data. Currency in ZAR

Type: Fund

Market: South Africa

ISIN: ZAE000097424

Asset Class: Equity

Morningstar Rating:
Total Assets: 25.98B

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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 %	Short %
Cash	6.190	6.260	0.070
Shares	64.930	64.940	0.010
Bonds	17.300	17.300	0.000
Other	11.580	11.680	0.100

Style Box

Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	12.004	12.487
Price to Book	1.744	1.893
Price to Sales	1.246	1.368
Price to Cash Flow	9.253	8.369
Dividend Yield	3.507	3.555
5 Years Earnings Growth	8.485	10.075

Sector Allocation

Name	Net %	Category Average
Financial Services	22.110	22.562
Basic Materials	19.260	14.441
Consumer Cyclical	15.110	13.474
Consumer Defensive	10.640	9.014
Communication Services	7.620	10.714
Technology	6.890	8.758
Real Estate	6.430	8.085
Industrials	5.830	5.832
Healthcare	3.220	6.316
Energy	1.960	2.109
Utilities	0.920	1.000

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 95

Number of short holdings: 3

Name	ISIN	Weight %	Last	Change %
Old Mutual Value Global Equity A Acc	IE00B83JLY05	6.55	-	-
Old Mutual Quality Global Eq A Acc	IE00BYX19331	5.54	-	-
Acadian Global Equity UCITS D USD Acc	IE00BYT2N725	4.69	-	-
Naspers Ltd	ZAE000015889	4.22	-	-
FirstRand Ltd	ZAE000066304	3.72	8,215	-0.95%
NewGold	ZAE000060067	3.01	64,002	-2.61%
Gold Fields	ZAE000018123	2.93	65,510	-7.22%
REPUBLIC OF SOUTH AFRICA 31/01/37 8.5%	ZAG000107012	2.81	-	-
Prosus	NL0013654783	2.51	61.56	+3.50%
South Africa 7 28-Feb-2031	ZAG000077470	2.47	95.850	+0.12%

Top Equity Funds by Old Mutual Investment Group (Pty) Limited

Name	Total Assets	YTD%	3Y%	10Y%
Old Mutual Global Equity Fund R	44.5B	8.24	23.53	15.02
Old Mutual Global Equity Fund A	44.5B	7.54	22.47	14.03
Old Mutual Global Equity Fund B1	44.5B	-5.19	16.77	13.55
Old Mutual Balanced Fund R	25.98B	14.28	15.17	8.61
Old Mutual Balanced Fund B1	25.98B	11.12	13.00	8.22

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