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Old Mutual Balanced Fund R (0P0000IR3G)

Johannesburg

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21.819 +0.020 +0.08%

03/01 - Closed. Currency in ZAR

Type: Fund

Market: South Africa

ISIN: ZAE000020780

Asset Class: Equity

Morningstar Rating:
Total Assets: 22.78B

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 %
Cash	4.910	4.910
Stocks	58.440	58.440
Bonds	25.170	25.170
Other	11.480	11.480

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	11.434	12.373
Price to Book	1.755	1.885
Price to Sales	1.265	1.356
Price to Cash Flow	4.603	6.405
Dividend Yield	3.638	3.578
5 Years Earnings Growth	11.944	11.499

Sector Allocation

Name	Net %	Category Average
Financial Services	24.370	22.562
Basic Materials	13.680	14.182
Communication Services	13.520	12.404
Consumer Cyclical	11.830	11.589
Consumer Defensive	11.620	8.935
Real Estate	6.980	8.593
Industrials	6.950	5.966
Technology	4.440	8.358
Healthcare	4.320	6.936
Energy	1.630	2.360
Utilities	0.660	1.027

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	7,717	+1.14%
Standard Bank Grp	ZAE000109815	3.48	22,479	+1.01%
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	40.03B	21.67	14.34	15.78
Old Mutual Global Equity Fund A	40.03B	20.71	13.36	14.83
Old Mutual Global Equity Fund B1	40.03B	21.22	13.88	15.38
Old Mutual Balanced Fund A	22.78B	12.10	8.23	7.29
Old Mutual Balanced Fund B1	22.78B	12.51	8.67	7.73

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Old Mutual Balanc.	21.819	+0.020	+0.08%