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Old Mutual Investors Fund R (0P0000IR4J)

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473.649 -3.010    -0.63%
00:00:00 - Closed. Currency in ZAR
Type:  Fund
Market:  South Africa
ISIN:  ZAE000020830 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 10.84B
Old Mutual Investors Fund R 473.649 -3.010 -0.63%

Old Mutual Investors Fund R Overview

 
Find basic information about the Old Mutual Investors Fund R mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P0000IR4J MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: ZAE000020830)
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Rating
1-Year Change13.16%
Prev. Close476.654
Risk Rating
TTM Yield3.26%
ROE12.43%
IssuerN/A
TurnoverN/A
ROA3.89%
Inception DateOct 03, 1966
Total Assets10.84B
Expenses1.17%
Min. Investment10,000
Market Cap226.19B
CategorySouth Africa & Namibia Equity
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1136 1047 1235 1299 1473 1683
Fund Return 13.62% 4.69% 23.48% 9.11% 8.05% 5.34%
Place in category 513 387 608 558 560 302
% in Category 60 47 75 79 90 90

Top Equity Funds by Old Mutual Unit Trust Mgrs

  Name Rating Total Assets YTD% 3Y% 10Y%
  Old Mutual Global Equity Fund A 38.11B 13.64 12.90 14.57
  Old Mutual Global Equity Fund R 38.11B 14.47 13.88 15.51
  Old Mutual Global Equity Fund B1 38.11B 11.16 14.67 14.92
  Old Mutual Balanced Fund B1 23.11B 11.61 9.35 7.88
  Old Mutual Balanced Fund R 23.11B 11.10 8.57 7.76

Top Funds for South Africa & Namibia Equity Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Allan Gray Equity Fund C 46.34B 10.60 12.96 8.25
  Allan Gray Equity Fund X 46.47B 9.34 15.12 -
  Allan Gray Equity Fund A 46.47B 9.71 11.51 8.05
  Prudential Core Value Fund B 38.64B 11.84 11.06 8.13
  Prudential Core Value Fund F 38.64B 6.64 10.92 -

Top Holdings

Name ISIN Weight % Last Change %
Naspers Ltd ZAE000015889 9.67 - -
  Standard Bank Grp ZAE000109815 7.32 24,166 +0.45%
  FirstRand Ltd ZAE000066304 5.90 7,761 -0.83%
  Prosus NL0013654783 5.88 37.60 -1.90%
  Nedbank Group ZAE000004875 4.92 29,147 -0.31%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Sell Buy Strong Buy
Technical Indicators Strong Sell BUY Strong Buy
Summary Strong Sell Buy Strong Buy
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