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Old Mutual Moderate Balanced Fund B1 (0P00015Y6L)

Johannesburg

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2.847 +0.001 +0.04%

23/06 - Closed. Currency in ZAR

Type: Fund

Market: South Africa

ISIN: ZAE000194981

Asset Class: Equity

Morningstar Rating:
Total Assets: 2B

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0P00015Y6L Overview

On this page you'll find an in-depth profile of Old Mutual Moderate Balanced Fund B1. Learn about the key management, total assets, investment strategy and contact information of 0P00015Y6L among other information.

Contact Information

Address 7405
Cape Town,
South Africa

Phone +27 (0)21 503 1770

Fax +27 (0)21 509 7100

Web www.unittrusts.oldmutual.co.za

Top Executives

Name	Title	Since	Until
John Orford	-	2023	Now
Biography	John joined MacroSolutions in July 2014 and is a senior portfolio manager in the conservative space. He adds strong strategic insight to the team derived from his role South African and Emerging EMEA Equity Strategist UBS South Africa. Prior to his position at UBS, John garnered significant experience in investment research and analysis, both locally and abroad. John’s time abroad includes obtaining his MSc at Oxford. Over the past four years John has consistently ranked amongst the top five investment strategists in the Financial Mail Analyst survey.
Warren Van der Westhuizen	Portfolio Manager	2023	Now
Biography	Warren joined MacroSolutions in 2007. As an equity portfolio manager, Warren is a member of the team responsible for the domestic equity portfolios. The equity managers ensure that MacroSolutions' asset allocation and thematic views are reflected in the equity portfolios. Prior to joining the MacroSolutions team, Warren was a performance analyst at Old Mutual Investment Group for approximately four years.
Urvesh Desai	-	2021	2023
Biography	Urvesh is a portfolio manager and strategist at MacroSolutions, with his primary focus being the Global capabilities and the Conservative Balanced Fund capabilities. In addition, he contributes to MacroSolutions’ overall investment strategy. Urvesh has been with MacroSolutions since the inception of the boutique. He previously jointly managed the Namibian multi-asset class portfolios. Prior to joining OMIGSA, Urvesh performed various actuarial functions within Old Mutual Life Assurance Company of South Africa.
John Orford	-	2015	2021
Biography	John joined MacroSolutions in July 2014 and is a senior portfolio manager in the conservative space. He adds strong strategic insight to the team derived from his role South African and Emerging EMEA Equity Strategist UBS South Africa. Prior to his position at UBS, John garnered significant experience in investment research and analysis, both locally and abroad. John’s time abroad includes obtaining his MSc at Oxford. Over the past four years John has consistently ranked amongst the top five investment strategists in the Financial Mail Analyst survey.
Alida Jordaan	-	2015	2020

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