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Old Mutual Core Balanced Fund B1 (0P00015Y6W)

Johannesburg

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3.114 +0.003 +0.10%

07/01 - Delayed Data. Currency in ZAR

Type: Fund

Market: South Africa

ISIN: ZAE000201794

Asset Class: Equity

Morningstar Rating:
Total Assets: 1.77B

General
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0P00015Y6W Holdings

Comprehensive information about top holdings and Key Holding Information for the Old Mutual Core Balanced Fund B1 (0P00015Y6W) fund. Our Old Mutual Core 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 %	Short %
Cash	3.700	3.750	0.050
Stocks	69.960	69.960	0.000
Bonds	7.420	7.420	0.000
Other	18.930	18.930	0.000

Style Box

Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	13.451	12.373
Price to Book	2.044	1.885
Price to Sales	1.604	1.356
Price to Cash Flow	6.175	6.405
Dividend Yield	3.082	3.578
5 Years Earnings Growth	11.215	11.499

Sector Allocation

Name	Net %	Category Average
Financial Services	22.010	22.562
Basic Materials	12.790	14.182
Communication Services	12.560	12.404
Technology	12.560	8.358
Consumer Cyclical	9.500	11.589
Real Estate	8.180	8.593
Healthcare	7.130	6.936
Consumer Defensive	6.900	8.935
Industrials	5.990	5.966
Energy	1.550	2.360
Utilities	0.820	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: 144

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Old Mutual Capped SWIX Index B1	ZAE000242954	19.32	-	-
Old Mutual MSCI World ESG Index FF B2	ZAE000262473	16.91	-	-
Old Mutl MSCI Wld ESG Ldrs Idx H Acc	IE00BFZQ9335	10.93	-	-
Old Mutual All Bond Index Fund B2	-	9.76	-	-
OLD MUTUAL MONEY MARKET FD CL B2	ZAE000147161	3.77	-	-
Old Mutual Mcsi Emerging Markets Esg Leader Index Fund	-	3.62	-	-
iShares Core MSCI World UCITS	IE00B4L5Y983	2.92	107.75	-1.04%
iShares Global Government Bond UCITS	IE00B3F81K65	2.77	87.40	-0.31%
Naspers Ltd	ZAE000015889	1.98	-	-
NEPI Rockcastle	NL0015000RT3	1.49	7.75	-2.52%

Top Equity Funds by Old Mutual Unit Trust Mgrs

Name	Total Assets	YTD%	3Y%	10Y%
Old Mutual Global Equity Fund B1	40.41B	21.22	13.88	15.38
Old Mutual Global Equity Fund R	40.41B	21.67	14.34	15.78
Old Mutual Global Equity Fund A	40.41B	20.71	13.36	14.83
Old Mutual Balanced Fund R	23.07B	12.45	8.60	7.66
Old Mutual Balanced Fund A	23.07B	12.10	8.23	7.29

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Old Mutual Core B.	3.114	+0.003	+0.10%