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Old Mutual Balanced Fund R (0P0000IR3G)

Johannesburg

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22.152 +0.100 +0.46%

31/01 - Closed. Currency in ZAR

Morningstar Rating:
Total Assets: 23.42B

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	12.197
Price to Book	1.645	1.873
Price to Sales	1.292	1.344
Price to Cash Flow	8.357	7.725
Dividend Yield	3.724	3.611
5 Years Earnings Growth	10.503	10.858

Sector Allocation

Name	Net %	Category Average
Financial Services	24.450	22.534
Communication Services	14.370	12.496
Consumer Defensive	12.640	9.059
Basic Materials	11.780	13.515
Consumer Cyclical	11.480	12.026
Real Estate	6.980	8.598
Industrials	6.840	6.012
Technology	5.930	8.558
Healthcare	3.500	6.735
Energy	1.360	2.262
Utilities	0.670	1.046

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	88.500	-0.27%
FirstRand Ltd	ZAE000066304	3.14	7,623	-0.72%
Standard Bank Grp	ZAE000109815	2.91	21,791	-0.68%
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 R	41.21B	24.49	14.32	15.57
Old Mutual Global Equity Fund A	41.21B	23.41	13.33	14.63
Old Mutual Global Equity Fund B1	41.21B	23.98	13.86	15.14
Old Mutual Balanced Fund A	23.42B	12.34	7.01	7.23
Old Mutual Balanced Fund B1	23.42B	12.79	7.44	7.66

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Old Mutual Balanc.	22.152	+0.100	+0.46%