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Old Mutual Balanced Fund R (0P0000IR3G)

Johannesburg

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25.435 +0.002 +0.01%

28/11 - Closed. Currency in ZAR

Type: Fund

Market: South Africa

ISIN: ZAE000020780

Asset Class: Equity

Morningstar Rating:
Total Assets: 26.25B

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0P0000IR3G Holdings

Comprehensive information about top holdings and Key Holding Information for the Old Mutual Balanced Fund R (0P0000IR3G) fund. Our Old Mutual Balanced Fund R 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	6.090	6.160	0.070
Shares	65.020	65.030	0.010
Bonds	17.300	17.300	0.000
Other	11.580	11.680	0.100

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	12.025	12.450
Price to Book	1.753	1.912
Price to Sales	1.251	1.372
Price to Cash Flow	9.278	8.713
Dividend Yield	3.506	3.511
5 Years Earnings Growth	8.715	9.946

Sector Allocation

Name	Net %	Category Average
Financial Services	21.970	23.050
Basic Materials	19.340	14.784
Consumer Cyclical	14.980	14.184
Consumer Defensive	10.560	9.088
Communication Services	7.740	10.309
Technology	7.060	8.610
Real Estate	6.370	7.691
Industrials	5.790	5.730
Healthcare	3.350	5.942
Energy	1.930	2.063
Utilities	0.920	0.977

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	8,147	+0.58%
NewGold	ZAE000060067	3.01	66,389	+0.65%
Gold Fields	ZAE000018123	2.93	71,888	+2.01%
REPUBLIC OF SOUTH AFRICA 31/01/37 8.5%	ZAG000107012	2.81	-	-
Prosus	NL0013654783	2.51	54.26	+0.89%
South Africa 7 28-Feb-2031	ZAG000077470	2.47	96.695	+0.20%

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

Name	Total Assets	YTD%	3Y%	10Y%
Old Mutual Global Equity Fund A	45.55B	9.06	19.62	13.37
Old Mutual Global Equity Fund R	45.55B	9.85	20.65	14.35
Old Mutual Global Equity Fund B1	45.55B	-5.19	16.77	13.55
Old Mutual Balanced Fund A	26.25B	16.70	13.90	7.92
Old Mutual Balanced Fund B1	26.25B	11.12	13.00	8.22

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