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Old Mutual Balanced Fund B1 (0P0000ZLF5)

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22.045 +0.040    +0.16%
21/11 - Closed. Currency in ZAR
Type:  Fund
Market:  South Africa
ISIN:  ZAE000171096 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 23.18B
Old Mutual Balanced Fund B1 22.045 +0.040 +0.16%

0P0000ZLF5 Overview

 
Find basic information about the Old Mutual Balanced Fund B1 mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P0000ZLF5 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change12.1%
Prev. Close22.009
Risk Rating
TTM Yield3.30%
ROE15.30%
IssuerN/A
TurnoverN/A
ROA5.44%
Inception DateOct 01, 2012
Total Assets23.18B
Expenses1.20%
Min. InvestmentN/A
Market Cap289.63B
CategoryZAR/NAD Aggressive Allocation
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Old Mutual Balanced Fund B1 Analysis


Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1116 1065 1193 1307 1623 2135
Fund Return 11.61% 6.52% 19.32% 9.35% 10.17% 7.88%
Place in category 356 220 316 433 267 92
% in Category 55 32 50 81 59 45

Top Equity Funds by Old Mutual Unit Trust Mgrs

  Name Rating Total Assets YTD% 3Y% 10Y%
  Old Mutual Global Equity Fund R 36.79B 14.47 13.88 15.51
  Old Mutual Global Equity Fund A 36.79B 13.64 12.90 14.57
  Old Mutual Global Equity Fund B1 36.79B 11.16 14.67 14.92
  Old Mutual Balanced Fund R 23.05B 11.10 8.57 7.76
  Old Mutual Balanced Fund A 23.05B 10.78 8.19 7.39

Top Funds for ZAR/NAD Aggressive Allocation Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Allan Gray Balanced Fund C 198.47B 9.24 12.06 8.64
  Allan Gray Balanced Fund A 198.47B 8.46 10.90 8.56
  Allan Gray Balanced Fund X 198.47B 8.21 13.80 -
  Coronation Balanced Plus Fund P 120.19B 11.46 10.83 8.66
  Coronation Balanced Plus Fund A 120.19B 10.58 8.72 8.08

Top Holdings

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 7,859 +1.58%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Buy Buy
Technical Indicators Strong Buy Strong Buy Strong Buy
Summary Strong Buy Strong Buy Strong Buy
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