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Old Mutual Global Equity Fund R (0P0000IR4O)

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75.290 +0.360    +0.48%
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: 41.11B
Old Mutual Global Equity Fund R 75.290 +0.360 +0.48%

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

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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 16.959
Price to Book 2.784 2.607
Price to Sales 2.104 1.893
Price to Cash Flow 12.732 11.321
Dividend Yield 1.838 2.176
5 Years Earnings Growth 12.269 11.847

Sector Allocation

Name  Net % Category Average
Technology 26.430 20.927
Financial Services 16.780 12.968
Industrials 12.110 17.053
Communication Services 11.990 6.694
Consumer Cyclical 10.140 10.943
Healthcare 7.960 13.394
Utilities 5.110 3.538
Consumer Defensive 4.640 7.974
Basic Materials 2.040 7.854
Real Estate 1.540 4.149
Energy 1.260 6.190

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 5.07 138.85 +2.63%
  Apple US0378331005 4.55 244.60 +1.27%
  Microsoft US5949181045 3.45 408.43 -0.51%
  Amazon.com US0231351067 2.22 228.68 -0.73%
  Alphabet A US02079K3059 1.62 185.23 -0.49%
  Meta Platforms US30303M1027 1.54 736.67 +1.11%
  Alphabet C US02079K1079 1.32 186.87 -0.54%
  Netflix US64110L1061 1.11 1,058.60 +1.43%
  Tesla US88160R1014 1.03 355.84 -0.03%
  Walmart US9311421039 1.01 104.04 -0.96%

Top Equity Funds by Old Mutual Unit Trust Mgrs

  Name Rating Total Assets YTD% 3Y% 10Y%
  Old Mutual Global Equity Fund A 41.11B 1.96 17.78 14.85
  Old Mutual Global Equity Fund B1 41.11B 23.98 13.86 15.14
  Old Mutual Balanced Fund R 23.61B 1.41 8.21 7.53
  Old Mutual Balanced Fund A 23.61B 1.38 7.83 7.16
  Old Mutual Balanced Fund B1 23.61B 12.79 7.44 7.66
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0P0000IR4O Comments

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Frik Du Toit
Frik Du Toit Dec 27, 2024 8:19AM ET
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difficult to beat this fund
 
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