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3.114
+0.003
+0.10%
07/01 - Delayed Data. Currency in ZAR
Type:
Fund
Market:
South Africa
Issuer:
Old Mutual Unit Trust Mgrs
ISIN:
ZAE000201794
Asset Class:
Equity
- Morningstar Rating:
- Total Assets: 1.77B
Old Mutual Core Balanced Fund B1
3.114
+0.003
+0.10%
- Overview
- Profile
- Historical Data
- Holdings
Old Mutual Core Balanced Fund B1 Overview
On this page you'll find an in-depth profile of Old Mutual Core Balanced Fund B1. Learn about the key management, total assets, investment strategy and contact information of 0P00015Y6W among other information.
Investment Strategy
The fund aims to achieve long-term inflation-beating growth from a costefficient balanced portfolio with an equity exposure typically displayed by multi-asset high equity portfolios conforming to the regulations governing retirement fund investments. The fund is exposed to all sectors of the market (shares, bonds, property and cash) with a maximum of 75% exposure to equities and may invest up to 25% of its portfolio offshore in line with Treasury guidelines. The fund will have exposure to passively managed underlying securities. Derivatives may be used for risk management purposes. The fund complies with retirement fund legislation. It is therefore suitable as a stand-alone fund in retirement products where Regulation 28 compliance is specifically required.
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 |
|---|---|---|---|
| Anelisa Balfour | - | 2023 | Now |
| Thobile Mfelang | - | 2022 | Now |
| Bernisha Lakhoo Lala | - | 2015 | Now |
| Frank Sibiya | - | 2015 | Now |
| Biography | Frank joined Customised Solutions in September 2009 as an Investment Analyst before becoming an Index Portfolio Manager in 2012. He is responsible for managing both local and international tracker funds. He has eight years industry experience specialising in managing funds in Africa, and Emerging Markets. Prior to joining Customised Solutions, he was a lecturer at Tshwane University of Technology (Mathematics and Statistics Department) for five years. Frank also worked as a research assistant for Siyazi-SA Consulting, under operations risk management. | ||
| Anelisa Balfour | - | 2019 | 2020 |
| Shariefa Parker | Portfolio Manager | 2015 | 2019 |
| Biography | Shariefa joined Customised Solutions in February 2013 as an Investment Analyst. She is primarily responsible for domestic portfolio optimisation and implementation, and is currently developing the skillset to manage and support the international suite of portfolios. Shariefa also contributes to various research projects. Having started on the Graduate Programme within Old Mutual Investment Group in 2009, Shariefa progressed to a role of senior Valuations Specialist, and hence brings with her a strong understanding of valuation methodologies across a vast range of financial instruments in various asset classes. Prior to joining Customised Solutions, Shariefa held a position as Senior Valuations Specialist within Old Mutual Investment Group. Shariefa has four years of work experience within asset management. | ||
| Kingsley Williams | - | 2015 | 2017 |
| Biography | Kingsley is a Fund Manager for OMGXT researching and developing product solutions for clients. Prior to this position he was employed at Stanlib Asset Management for four years as a quantitative analyst then as a senior business analyst/manager. He also worked at Merrill Lynch over a period of four years from 2000 to 2004, firstly within the Technology Leadership Program, working on projects in New York and London, then as a Senior Specialist in the Johannesburg office. | ||
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