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Old Mutual Balanced Fund R (0P0000IR3G)

Johannesburg

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21.855 +0.040 +0.19%

00:00:00 - Closed. Currency in ZAR

Morningstar Rating:
Total Assets: 23.01B

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 Change12.22%

Prev. Close21.814

Risk Rating

TTM Yield3.26%

ROE15.30%

IssuerOld Mutual Unit Trust Mgrs

TurnoverN/A

ROA5.44%

Inception DateMar 01, 1994

Total Assets23.01B

Expenses1.26%

Min. Investment10,000

Market Cap289.63B

CategoryZAR/NAD Aggressive Allocation

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

Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1111	1035	1211	1280	1588	2112
Fund Return	11.1%	3.54%	21.14%	8.57%	9.69%	7.76%
Place in category	366	269	378	406	263	95
% in Category	57	40	58	75	58	47

Top Equity Funds by Old Mutual Unit Trust Mgrs

Name	Total Assets	YTD%	3Y%	10Y%
Old Mutual Global Equity Fund R	37.18B	14.47	13.88	15.51
Old Mutual Global Equity Fund A	37.18B	13.64	12.90	14.57
Old Mutual Global Equity Fund B1	37.18B	11.16	14.67	14.92
Old Mutual Balanced Fund B1	23.01B	11.61	9.35	7.88
Old Mutual Balanced Fund A	23.01B	10.78	8.19	7.39

Top Funds for ZAR/NAD Aggressive Allocation Category

Name	Total Assets	YTD%	3Y%	10Y%
Allan Gray Balanced Fund C	198B	9.24	12.06	8.64
Allan Gray Balanced Fund A	198B	8.46	10.90	8.56
Allan Gray Balanced Fund X	198B	8.21	13.80	-
Coronation Balanced Plus Fund P	120.25B	11.46	10.83	8.66
Coronation Balanced Plus Fund A	120.25B	10.58	8.72	8.08

Top Holdings

Name	ISIN	Weight %	Last	Change %
Old Mutual Value Global Equity A Acc	IE00B83JLY05	4.34	-	-
Acadian Global Equity UCITS D USD Acc	IE00BYT2N725	4.21	-	-
Naspers Ltd	ZAE000015889	4.03	-	-
Ric Om Msci World Esg Index Fund	-	3.79	-	-
FirstRand Ltd	ZAE000066304	3.52	7,653	+0.30%

Technical Summary

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

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Old Mutual Balanc.	21.855	+0.040	+0.19%