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Old Mutual Mid & Small-cap Fund R (0P0000IRBA)
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30/10 - Delayed Data. Currency in ZAR
- Morningstar Rating:
- Total Assets: 821.84M
Type:
Fund
Market:
South Africa
Issuer:
Old Mutual Unit Trust Mgrs
ISIN:
ZAE000020772
Asset Class:
Equity
Old Mutual Mid & Small-Cap Fund R
24.251
-0.190
-0.79%
- Overview
- Profile
- Historical Data
- Holdings
0P0000IRBA Overview
On this page you'll find an in-depth profile of Old Mutual Mid & Small-cap Fund R. Learn about the key management, total assets, investment strategy and contact information of 0P0000IRBA among other information.
Total Assets
821.84M
Expenses
1.19%
Inception Date
Apr 30, 1997
Investment Strategy
The Old Mutual Mid & Small-Cap Fund will be a specialist portfolio that shall seek to provide and investment medium for investors, which shall have as its main objectives aggressive growth of capital. In order to achieve this objective, the securities normally to be included will consist of shares in companies with a market capitalization smaller than the company with the lowest market capitalization in the FTSE/JSE Top 40 Index.
Contact Information
Address
7405
Cape Town,
South Africa
Cape Town,
South Africa
Phone
+27 (0)21 503 1770
Fax
+27 (0)21 509 7100
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Not Disclosed | - | 2023 | Now |
| Meryl Pick | Portfolio Manager | 2019 | 2023 |
| Biography | Meryl joined Old Mutual Investment Group in February 2012 and is the analyst responsible for gold, packaging manufacturers, clothing retail, heavy equipment distributors and logistics companies. She is also the portfolio manager of the Old Mutual Gold Fund. Prior to joining Old Mutual Equities, she was a Business Efficiency Manager at ABSA for two years. She also worked at Unilever for five years, where her role included, among others, being a Process Engineering Manager. | ||
| Kayalethu Nodada | Portfolio Manager | 2019 | 2023 |
| Biography | Kayalethu joined Old Mutual Equities in June 2015 as an equity analyst. He is currently responsible for various shares within the industrials sector, predominantly the food retail and food producers. Kayalethu also assists in managing the Old Mutual Industrial Fund. Prior to joining Old Mutual Equities, Kayalethu was an equity analyst at Vunani Fund Managers for three years. He analysed various companies mainly in the retail and healthcare sectors. He also worked at Deloitte, where he completed his articles. Kayalethu has worked in the asset management industry since 2012. | ||
| Brian Pyle | - | 2018 | 2019 |
| Biography | Brian currently manages the Old Mutual Industrial Fund. Brian was previously the Sector Head of Small Cap Research. Besides managing the Old Mutual Small Caps Unit Trust Fund, he was also responsible for managing the small cap component of OMIGSA’s institutional funds. Brian studied at the University of Natal (Pietermaritzburg) and completed articles with KPMG before joining Old Mutual Investment Group as an analyst in 1998. He became a portfolio manager in early 2000. | ||
| Warren Jervis | - | 2009 | 2018 |
| Biography | Warren joined the ELECTUS boutique in February 2012. He is the fund manager of the Old Mutual Small Companies Fund (unit trust) as well as having stock analysis responsibilities. His key value-add to ELECTUS is his in-depth knowledge of, and considerable insight into, the mid- and small cap sectors. Warren joined Old Mutual Investment Group South Africa (OMIGSA)’s Equity Research team in May 2006 as a research analyst and portfolio manager. He was named sector head of the mid- and Small Companies portfolio and the portfolio manager of the Old Mutual Small Companies Fund in September 2009. In addition, he managed a portion of the mid- and small cap components of OMIGSA’s institutional funds for six years. Prior to joining ELECTUS, Warren was a senior analyst and portfolio manager at Nedcor Investment bank for nine years. Warren has 22 years’ work experience in either analyst or portfolio management positions, both in South Africa and in London. | ||
| Brian Pyle | - | 2004 | 2009 |
| Biography | Brian currently manages the Old Mutual Industrial Fund. Brian was previously the Sector Head of Small Cap Research. Besides managing the Old Mutual Small Caps Unit Trust Fund, he was also responsible for managing the small cap component of OMIGSA’s institutional funds. Brian studied at the University of Natal (Pietermaritzburg) and completed articles with KPMG before joining Old Mutual Investment Group as an analyst in 1998. He became a portfolio manager in early 2000. | ||
| Richard Hasson | - | 1998 | 2003 |
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