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Old Mutual Balanced Fund B1 (0P0000ZLF5)

Johannesburg

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21.791 +0.050 +0.21%

09/01 - Closed. Currency in ZAR

Type: Fund

Market: South Africa

Issuer: Old Mutual Unit Trust Mgrs

ISIN: ZAE000171096

Asset Class: Equity

Morningstar Rating:
Total Assets: 23.26B

General
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0P0000ZLF5 Holdings

Comprehensive information about top holdings and Key Holding Information for the Old Mutual Balanced Fund B1 (0P0000ZLF5) fund. Our Old Mutual Balanced Fund B1 portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %
Cash	4.910	4.910
Stocks	58.440	58.440
Bonds	25.170	25.170
Other	11.480	11.480

Style Box

Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	11.434	12.379
Price to Book	1.755	1.885
Price to Sales	1.265	1.354
Price to Cash Flow	4.603	6.429
Dividend Yield	3.638	3.575
5 Years Earnings Growth	11.944	11.412

Sector Allocation

Name	Net %	Category Average
Financial Services	24.370	22.562
Basic Materials	13.680	14.155
Communication Services	13.520	12.379
Consumer Cyclical	11.830	11.593
Consumer Defensive	11.620	8.933
Real Estate	6.980	8.632
Industrials	6.950	5.972
Technology	4.440	8.371
Healthcare	4.320	6.936
Energy	1.630	2.353
Utilities	0.660	1.024

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 100

Number of short holdings: 8

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	7,469	-0.61%
Standard Bank Grp	ZAE000109815	3.48	21,773	-1.28%
REPUBLIC OF SOUTH AFRICA 31/01/37 8.5%	ZAG000107012	3.33	-	-
REPUBLIC OF SOUTH AFRICA 31/03/32 8.25%	ZAG000107004	2.79	-	-
REPUBLIC OF SOUTH AFRICA 31/01/40 9%	ZAG000125980	2.71	-	-
REPUBLIC OF SOUTH AFRICA 31/01/45 8.75%	ZAG000106972	2.66	-	-

Top Equity Funds by Old Mutual Unit Trust Mgrs

Name	Total Assets	YTD%	3Y%	10Y%
Old Mutual Global Equity Fund R	40.27B	24.49	14.32	15.57
Old Mutual Global Equity Fund A	40.27B	23.41	13.33	14.63
Old Mutual Global Equity Fund B1	38.61B	21.22	13.88	15.38
Old Mutual Balanced Fund R	23.14B	12.73	7.38	7.60
Old Mutual Balanced Fund A	23.14B	12.34	7.01	7.23

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Old Mutual Balanc.	21.791	+0.050	+0.21%