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Old Mutual Balanced Fund R (0P0000IR3G)

Johannesburg

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22.186 -0.064 -0.29%

01:00:00 - Closed. Currency in ZAR

Morningstar Rating:
Total Assets: 23.31B

Type: Fund

Market: South Africa

Issuer: Old Mutual Unit Trust Mgrs

ISIN: ZAE000020780

Asset Class: Equity

General
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0P0000IR3G Holdings

Comprehensive information about top holdings and Key Holding Information for the Old Mutual Balanced Fund R (0P0000IR3G) fund. Our Old Mutual Balanced Fund R 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	7.380	7.380	0.000
Stocks	56.740	56.750	0.010
Bonds	23.700	23.700	0.000
Other	12.190	12.230	0.040

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	10.605	12.196
Price to Book	1.645	1.879
Price to Sales	1.292	1.337
Price to Cash Flow	8.357	8.442
Dividend Yield	3.724	3.601
5 Years Earnings Growth	10.503	10.713

Sector Allocation

Name	Net %	Category Average
Financial Services	24.450	22.663
Communication Services	14.370	12.652
Consumer Defensive	12.640	9.160
Basic Materials	11.780	13.358
Consumer Cyclical	11.480	12.091
Real Estate	6.980	8.117
Industrials	6.840	5.968
Technology	5.930	8.620
Healthcare	3.500	6.736
Energy	1.360	2.281
Utilities	0.670	1.049

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 106

Number of short holdings: 3

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	88.185	+0.30%
FirstRand Ltd	ZAE000066304	3.14	7,184	-1.54%
Standard Bank Grp	ZAE000109815	2.91	23,941	-0.79%
Old Mutual Quality Global Eq A Acc	IE00BYX19331	2.63	-	-
REPUBLIC OF SOUTH AFRICA 31/01/37 8.5%	ZAG000107012	2.53	-	-
REPUBLIC OF SOUTH AFRICA 31/01/40 9%	ZAG000125980	2.50	-	-

Top Equity Funds by Old Mutual Unit Trust Mgrs

Name	Total Assets	YTD%	3Y%	10Y%
Old Mutual Global Equity Fund B1	39.1B	-1.51	17.44	14.49
Old Mutual Global Equity Fund R	39.1B	-1.45	17.91	14.94
Old Mutual Global Equity Fund A	39.1B	-1.58	16.90	13.95
Old Mutual Balanced Fund A	23.31B	0.95	7.47	6.86
Old Mutual Balanced Fund B1	23.31B	1.01	7.90	7.29

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