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Old Mutual Core Balanced Fund B1 (0P00015Y6W)

Johannesburg

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3.397 +0.016 +0.48%

07/08 - Delayed Data. Currency in ZAR

Type: Fund

Market: South Africa

ISIN: ZAE000201794

Asset Class: Equity

Morningstar Rating:
Total Assets: 1.93B

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0P00015Y6W Holdings

Comprehensive information about top holdings and Key Holding Information for the Old Mutual Core Balanced Fund B1 (0P00015Y6W) fund. Our Old Mutual Core Balanced Fund B1 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	3.530	3.540	0.010
Shares	69.470	69.470	0.000
Bonds	7.930	7.930	0.000
Other	19.070	19.070	0.000

Style Box

Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	12.865	12.246
Price to Book	1.985	1.883
Price to Sales	1.571	1.346
Price to Cash Flow	10.213	8.397
Dividend Yield	3.253	3.567
5 Years Earnings Growth	10.596	10.238

Sector Allocation

Name	Net %	Category Average
Financial Services	22.710	22.604
Technology	13.390	8.721
Communication Services	12.620	11.375
Basic Materials	11.520	13.966
Consumer Cyclical	10.180	12.942
Real Estate	8.020	8.309
Consumer Defensive	6.850	9.221
Healthcare	6.470	6.579
Industrials	5.850	5.861
Energy	1.570	2.181
Utilities	0.810	0.998

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 145

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Old Mutual Capped SWIX Index B1	ZAE000242954	17.93	-	-
Old Mutual MSCI World ESG Index FF B2	ZAE000262473	15.57	-	-
Old Mutl MSCI Wld ESG Ldrs Idx H Acc	IE00BFZQ9335	10.07	-	-
Old Mutual All Bond Index Fund B2	-	9.79	-	-
iShares Core MSCI World UCITS	IE00B4L5Y983	5.56	120.60	+0.38%
OLD MUTUAL MONEY MARKET FD CL B2	ZAE000147161	3.89	-	-
Ric Om Msci Emrg Mkts Esg Index	-	3.62	-	-
iShares Global Government Bond UCITS	IE00B3F81K65	3.08	91.03	-0.12%
Naspers Ltd	ZAE000015889	1.59	-	-
NEPI Rockcastle	NL0015000RT3	1.49	6.84	-1.16%

Top Equity Funds by Old Mutual Unit Trust Mgrs

Name	Total Assets	YTD%	3Y%	10Y%
Old Mutual Global Equity Fund R	42.96B	3.06	22.27	14.90
Old Mutual Global Equity Fund A	42.96B	2.62	21.22	13.91
Old Mutual Global Equity Fund B1	42.96B	-5.19	16.77	13.55
Old Mutual Balanced Fund R	24.44B	7.89	12.77	7.82
Old Mutual Balanced Fund A	24.44B	7.70	12.38	7.45

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