Breaking News
Get 45% Off 0
👀 Ones to Watch: The MOST undervalued stocks to buy right now
See Undervalued Stocks
Close

Old Mutual Global Equity Fund R (0P0000IR4O)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from Watchlist Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
75.140 +0.510    +0.68%
00:00:00 - Closed. Currency in ZAR
Type:  Fund
Market:  South Africa
Issuer:  Old Mutual Unit Trust Mgrs
ISIN:  ZAE000020707 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 40.93B
Old Mutual Global Equity Fund R 75.140 +0.510 +0.68%

0P0000IR4O Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Old Mutual Global Equity Fund R (0P0000IR4O) fund. Our Old Mutual Global Equity Fund R portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

Create Alert
Add to Watchlist
Add to/Remove from Watchlist  
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Name  Net %  Long %  Short %
Cash 5.080 5.080 0.000
Stocks 94.920 94.920 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 16.753 16.925
Price to Book 2.784 2.610
Price to Sales 2.104 1.894
Price to Cash Flow 12.732 11.335
Dividend Yield 1.838 2.162
5 Years Earnings Growth 12.269 11.934

Sector Allocation

Name  Net % Category Average
Technology 26.430 20.787
Financial Services 16.780 12.879
Industrials 12.110 17.085
Communication Services 11.990 6.628
Consumer Cyclical 10.140 10.976
Healthcare 7.960 13.539
Utilities 5.110 3.567
Consumer Defensive 4.640 7.924
Basic Materials 2.040 7.975
Real Estate 1.540 4.187
Energy 1.260 6.200

Region Allocation

  • North America
  • Latin America
  • Europe Developed
  • Asia
  • Australasia
  • Africa & Middle East
  • Emerging Markets
  • Developed Markets

Top Holdings

Number of long holdings: 290

Number of short holdings: 1

Name ISIN Weight % Last Change %
  NVIDIA US67066G1040 5.07 128.68 +3.08%
  Apple US0378331005 4.55 233.22 +0.32%
  Microsoft US5949181045 3.45 415.82 +0.61%
  Amazon.com US0231351067 2.22 238.83 +1.13%
  Alphabet A US02079K3059 1.62 191.60 +0.14%
  Meta Platforms US30303M1027 1.54 711.99 +1.01%
  Alphabet C US02079K1079 1.32 193.31 +0.01%
  Netflix US64110L1061 1.11 1,015.68 +0.45%
  Tesla US88160R1014 1.03 374.32 -1.02%
  Walmart US9311421039 1.01 102.85 +0.38%

Top Equity Funds by Old Mutual Unit Trust Mgrs

  Name Rating Total Assets YTD% 3Y% 10Y%
  Old Mutual Global Equity Fund B1 40.93B 23.98 13.86 15.14
  Old Mutual Global Equity Fund A 40.93B 23.41 13.33 14.63
  Old Mutual Balanced Fund R 23.43B 12.73 7.38 7.60
  Old Mutual Balanced Fund A 23.43B 12.34 7.01 7.23
  Old Mutual Balanced Fund B1 23.43B 12.79 7.44 7.66
Comment Guidelines

We encourage you to use comments to engage with other users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind:  

  •            Enrich the conversation, don’t trash it.

  •           Stay focused and on track. Only post material that’s relevant to the topic being discussed. 

  •           Be respectful. Even negative opinions can be framed positively and diplomatically. Avoid profanity, slander or personal attacks directed at an author or another user. Racism, sexism and other forms of discrimination will not be tolerated.

  • Use standard writing style. Include punctuation and upper and lower cases. Comments that are written in all caps and contain excessive use of symbols will be removed.
  • NOTE: Spam and/or promotional messages and comments containing links will be removed. Phone numbers, email addresses, links to personal or business websites, Skype/Telegram/WhatsApp etc. addresses (including links to groups) will also be removed; self-promotional material or business-related solicitations or PR (ie, contact me for signals/advice etc.), and/or any other comment that contains personal contact specifcs or advertising will be removed as well. In addition, any of the above-mentioned violations may result in suspension of your account.
  • Doxxing. We do not allow any sharing of private or personal contact or other information about any individual or organization. This will result in immediate suspension of the commentor and his or her account.
  • Don’t monopolize the conversation. We appreciate passion and conviction, but we also strongly believe in giving everyone a chance to air their point of view. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.
  • Any comment you publish, together with your investing.com profile, will be public on investing.com and may be indexed and available through third party search engines, such as Google.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

0P0000IR4O Comments

Write your thoughts about Old Mutual Global Equity Fund R
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
Frik Du Toit
Frik Du Toit Dec 27, 2024 8:19AM ET
Saved. See Saved Items.
This comment has already been saved in your Saved Items
difficult to beat this fund
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

Are you sure you want to block %USER_NAME%?

By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.

%USER_NAME% was successfully added to your Block List

Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Apple
Continue with Google
or
Sign up with Email