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Old Mutual Balanced Fund R (0P0000IR3G)

Johannesburg

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21.700 -0.421 -1.90%

04/04 - Closed. Currency in ZAR

Morningstar Rating:
Total Assets: 22.78B

Type: Fund

Market: South Africa

Issuer: Old Mutual Unit Trust Mgrs

ISIN: ZAE000020780

Asset Class: Equity

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0P0000IR3G Overview

Find basic information about the Old Mutual Balanced Fund R 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 0P0000IR3G MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Rating

1-Year Change8.29%

Prev. Close22.121

Risk Rating

TTM Yield3%

ROE16.01%

IssuerOld Mutual Unit Trust Mgrs

TurnoverN/A

ROA5.98%

Inception DateMar 01, 1994

Total Assets22.78B

Expenses1.26%

Min. Investment10,000

Market Cap285.88B

CategoryZAR/NAD Aggressive Allocation

What is your sentiment on Old Mutual Balanced Fund R?

Market is currently closed. Voting is open during market hours.

Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1010	1013	1137	1254	1689	2010
Fund Return	1%	1.25%	13.71%	7.84%	11.05%	7.23%
Place in category	335	420	382	446	277	115
% in Category	52	68	57	86	60	52

Top Equity Funds by Old Mutual Unit Trust Mgrs

Name	Total Assets	YTD%	3Y%	10Y%
Old Mutual Global Equity Fund B1	38.59B	-1.51	17.44	14.49
Old Mutual Global Equity Fund R	38.59B	-1.45	17.91	14.94
Old Mutual Global Equity Fund A	38.59B	-1.58	16.90	13.95
Old Mutual Balanced Fund A	22.78B	0.95	7.47	6.86
Old Mutual Balanced Fund B1	22.78B	1.01	7.90	7.29

Top Funds for ZAR/NAD Aggressive Allocation Category

Name	Total Assets	YTD%	3Y%	10Y%
Allan Gray Balanced Fund A	203.84B	2.09	10.26	8.54
Allan Gray Balanced Fund C	203.84B	2.12	10.44	8.72
Allan Gray Balanced Fund X	203.84B	2.21	11.52	-
Coronation Balanced Plus Fund A	119.8B	1.99	10.14	7.99
Coronation Balanced Plus Fund D	119.8B	2.04	10.45	8.30

Top Holdings

Name	ISIN	Weight %	Last	Change %
Acadian Global Equity UCITS D USD Acc	IE00BYT2N725	4.83	-	-
Old Mutual Value Global Equity A Acc	IE00B83JLY05	4.50	-	-
Ric Om Msci World Esg Index Fund	-	4.11	-	-
Naspers Ltd	ZAE000015889	3.89	-	-
South Africa 7 28-Feb-2031	ZAG000077470	3.17	86.875	-0.88%

Technical Summary

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

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