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Old Mutual Stable Growth Fund B (0P0000JZ8K)
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07:00:00 - Closed. Currency in ZAR
- Morningstar Rating:
- Total Assets: 7.87B
Type:
Fund
Market:
South Africa
Issuer:
Old Mutual Unit Trust Mgrs
ISIN:
ZAE000097788
Asset Class:
Equity
Old Mutual Stable Growth Fund B
3.810
+0.003
+0.07%
- Overview
- Profile
- Historical Data
- Holdings
0P0000JZ8K Overview
On this page you'll find an in-depth profile of Old Mutual Stable Growth Fund B. Learn about the key management, total assets, investment strategy and contact information of 0P0000JZ8K among other information.
Investment Strategy
The Fund will be a specialist portfolio investing in a broad spectrum of asset classes. The Manager will ensure that the composition of assets and their respective proportions shall at all times reflect the asset allocation preferences of retirement portfolios. In selecting securities for this portfolio, the Manager shall seek to generate for investors a total rate of return in excess of the Inflation Rate, while keeping the risk of capital loss low. By virtue of its low-equity nature, the fund is expected to have an income bias with some capital growth. The portfolio will have a low equity exposure, commensurate with that typically displayed by an asset allocation prudential low equity portfolio.
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 |
|---|---|---|---|
| Warren Van der Westhuizen | Portfolio Manager | 2023 | Now |
| Biography | Warren joined MacroSolutions in 2007. As an equity portfolio manager, Warren is a member of the team responsible for the domestic equity portfolios. The equity managers ensure that MacroSolutions' asset allocation and thematic views are reflected in the equity portfolios. Prior to joining the MacroSolutions team, Warren was a performance analyst at Old Mutual Investment Group for approximately four years. | ||
| Meryl Pick | Portfolio Manager | 2021 | Now |
| 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. | ||
| John Orford | - | 2014 | Now |
| Biography | John joined MacroSolutions in July 2014 and is a senior portfolio manager in the conservative space. He adds strong strategic insight to the team derived from his role South African and Emerging EMEA Equity Strategist UBS South Africa. Prior to his position at UBS, John garnered significant experience in investment research and analysis, both locally and abroad. John’s time abroad includes obtaining his MSc at Oxford. Over the past four years John has consistently ranked amongst the top five investment strategists in the Financial Mail Analyst survey. | ||
| Alida Jordaan | - | 2007 | 2021 |
| Peter Brooke | - | 2007 | 2014 |
| Biography | Peter Brooke is the lead portfolio manager for the Global Macro Equity strategy. He is supported by Urvesh Desai, an investment actuary, and Zain Wilson, a CFA Charterholder. Peter uses his asset allocation skills honed over his 25-year career to capitalise on emerging macroeconomic trends. Peter also manages the Boutique's dynamic offerings. Peter joined Old Mutual Investment Group in May 2005 and became boutique head of MacroSolutions in January 2007. Peter previously worked as a stockbroker, analyst and strategist for 10 years, culminating in his being appointed as the Head of Research and Head of Equities for Cazenove South Africa. During this time, he received numerous ratings including Best Strategist in the 2004 Financial Mail survey. Peter was also the winner of 2 Raging Bull awards in 2011. | ||
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