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Old Mutual Core Balanced Fund B1 (0P00015Y6W)

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3.113 0.000    0%
16/10 - Closed. Currency in ZAR
Type:  Fund
Market:  South Africa
ISIN:  ZAE000201794 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 1.55B
Old Mutual Core Balanced Fund B1 3.113 0.000 0%

0P00015Y6W Overview

 
On this page you'll find an in-depth profile of Old Mutual Core Balanced Fund B1. Learn about the key management, total assets, investment strategy and contact information of 0P00015Y6W among other information.
Category

ZAR/NAD Aggressive Allocation

Total Assets

1.55B

Expenses

0.40%

Inception Date

Mar 02, 2015

Contact Information

Address 7405
Cape Town,
South Africa
Phone +27 (0)21 503 1770
Fax +27 (0)21 509 7100

Top Executives

Name Title Since Until
Anelisa Balfour - 2023 Now
Thobile Mfelang - 2022 Now
Bernisha Lakhoo Lala - 2015 Now
Frank Sibiya - 2015 Now
Biography Frank joined Customised Solutions in September 2009 as an Investment Analyst before becoming an Index Portfolio Manager in 2012. He is responsible for managing both local and international tracker funds. He has eight years industry experience specialising in managing funds in Africa, and Emerging Markets. Prior to joining Customised Solutions, he was a lecturer at Tshwane University of Technology (Mathematics and Statistics Department) for five years. Frank also worked as a research assistant for Siyazi-SA Consulting, under operations risk management.
Anelisa Balfour - 2019 2020
Shariefa Parker Portfolio Manager 2015 2019
Biography Shariefa joined Customised Solutions in February 2013 as an Investment Analyst. She is primarily responsible for domestic portfolio optimisation and implementation, and is currently developing the skillset to manage and support the international suite of portfolios. Shariefa also contributes to various research projects. Having started on the Graduate Programme within Old Mutual Investment Group in 2009, Shariefa progressed to a role of senior Valuations Specialist, and hence brings with her a strong understanding of valuation methodologies across a vast range of financial instruments in various asset classes. Prior to joining Customised Solutions, Shariefa held a position as Senior Valuations Specialist within Old Mutual Investment Group. Shariefa has four years of work experience within asset management.
Kingsley Williams - 2015 2017
Biography Kingsley is a Fund Manager for OMGXT researching and developing product solutions for clients. Prior to this position he was employed at Stanlib Asset Management for four years as a quantitative analyst then as a senior business analyst/manager. He also worked at Merrill Lynch over a period of four years from 2000 to 2004, firstly within the Technology Leadership Program, working on projects in New York and London, then as a Senior Specialist in the Johannesburg office.
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