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Old Mutual Albaraka Balanced Fund A (0P0000RVKG)

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4.071 +0.020    +0.58%
24/12 - Closed. Currency in ZAR
  • Morningstar Rating:
  • Total Assets: 5.36B
Type:  Fund
Market:  South Africa
Issuer:  Old Mutual Unit Trust Mgrs
ISIN:  ZAE000135810 
Asset Class:  Equity
Old Mutual Albaraka Balanced Fund A 4.071 +0.020 +0.58%

0P0000RVKG Overview

 
Find basic information about the Old Mutual Albaraka Balanced Fund A mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P0000RVKG MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change5.68%
Prev. Close4.047
Risk Rating
TTM Yield2.72%
ROE19.96%
IssuerOld Mutual Unit Trust Mgrs
TurnoverN/A
ROA10.22%
Inception DateNov 12, 2010
Total Assets5.36B
Expenses1.47%
Min. Investment5,000
Market Cap313.17B
CategoryIslamic Allocation - Other
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1077 1019 1108 1224 1502 1967
Fund Return 7.68% 1.95% 10.75% 6.97% 8.47% 7%
Place in category - - - - - -
% in Category - - - - - -

Top Equity Funds by Old Mutual Unit Trust Mgrs

  Name Rating Total Assets YTD% 3Y% 10Y%
  Old Mutual Global Equity Fund B1 39.72B 21.22 13.88 15.38
  Old Mutual Global Equity Fund R 39.72B 21.67 14.34 15.78
  Old Mutual Global Equity Fund A 39.72B 20.71 13.36 14.83
  Old Mutual Balanced Fund R 23.2B 12.45 8.60 7.66
  Old Mutual Balanced Fund A 23.2B 12.10 8.23 7.29

Top Funds for Islamic Allocation - Other Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Old Mutual Albaraka Balanced B1 5.36B 7.45 9.37 7.29
  Kagiso Islamic Balanced Fund B 4.29B 4.83 6.44 7.51
  Kagiso Islamic Balanced Fund A 4.29B 4.32 4.11 7.14
  Oasis Crescent Income Fund A 3.22B 6.07 6.30 6.83
  Oasis Crescent Income Fund F 3.22B 5.85 5.88 -

Top Holdings

Name ISIN Weight % Last Change %
Old Mutual Global Islamic Equity A Acc IE00BYMM1W08 23.12 - -
Old Mutual Albaraka Income B0 ZAE000278198 15.70 - -
  Anglo American GB00B1XZS820 2.47 2,381.5 +2.08%
  Mr Price ZAE000200457 2.01 29,650 -0.17%
  MTN Group ZAE000042164 1.99 8,459 +3.30%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Strong Buy Buy
Technical Indicators Sell Strong Buy Strong Buy
Summary Neutral Strong Buy Strong Buy
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