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Old Mutual Moderate Balanced Fund B1 (0P00015Y6L)

Johannesburg

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2.897 +0.001 +0.04%

29/08 - Closed. Currency in ZAR

Type: Fund

Market: South Africa

ISIN: ZAE000194981

Asset Class: Equity

Morningstar Rating:
Total Assets: 2.08B

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0P00015Y6L Holdings

Comprehensive information about top holdings and Key Holding Information for the Old Mutual Moderate Balanced Fund B1 (0P00015Y6L) fund. Our Old Mutual Moderate 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	16.960	16.980	0.020
Shares	41.770	41.780	0.010
Bonds	31.860	31.870	0.010
Other	9.420	9.420	0.000

Style Box

Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	10.703	12.669
Price to Book	1.588	1.831
Price to Sales	1.363	1.405
Price to Cash Flow	8.563	8.610
Dividend Yield	3.863	3.545
5 Years Earnings Growth	10.525	10.198

Sector Allocation

Name	Net %	Category Average
Financial Services	23.170	22.642
Communication Services	13.540	10.737
Consumer Defensive	12.290	9.410
Basic Materials	11.150	12.965
Consumer Cyclical	11.080	12.822
Real Estate	10.770	8.091
Industrials	6.560	5.658
Technology	5.970	9.863
Healthcare	3.470	5.948
Energy	1.290	2.061
Utilities	0.700	1.125

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 130

Number of short holdings: 2

Name	ISIN	Weight %	Last	Change %
South Africa 7 28-Feb-2031	ZAG000077470	5.07	93.825	-0.02%
Acadian Global Equity UCITS D USD Acc	IE00BYT2N725	3.80	-	-
Old Mutual Value Global Equity A Acc	IE00B83JLY05	3.59	-	-
REPUBLIC OF SOUTH AFRICA 31/01/45 8.75%	ZAG000106972	3.52	-	-
REPUBLIC OF SOUTH AFRICA 31/01/37 8.5%	ZAG000107012	3.35	-	-
REPUBLIC OF SOUTH AFRICA 31/01/40 9%	ZAG000125980	3.12	-	-
Ric Om Msci World Esg Index Fund	-	2.90	-	-
Naspers Ltd	ZAE000015889	2.72	-	-
ZAGOVT 8 31-Jan-2030	ZAG000106998	2.65	99.59	-0.14%
Om Global Currency Fund Hy A	-	2.32	-	-

Top Equity Funds by Old Mutual Unit Trust Mgrs

Name	Total Assets	YTD%	3Y%	10Y%
Old Mutual Global Equity Fund R	43.98B	7.08	21.13	14.76
Old Mutual Global Equity Fund A	43.98B	6.55	20.09	13.77
Old Mutual Global Equity Fund B1	43.98B	-5.19	16.77	13.55
Old Mutual Balanced Fund R	24.94B	9.81	12.36	7.88
Old Mutual Balanced Fund A	24.94B	9.59	11.97	7.51

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