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Old Mutual Balanced Fund A (0P0000IRAJ)

Johannesburg

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20.111 +0.070 +0.37%

30/04 - Delayed Data. Currency in ZAR ( Disclaimer )

Type: Fund

Market: South Africa

ISIN: ZAE000097424

Asset Class: Equity

Morningstar Rating:
Total Assets: 21.54B

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0P0000IRAJ Holdings

Comprehensive information about top holdings and Key Holding Information for the Old Mutual Balanced Fund A (0P0000IRAJ) fund. Our Old Mutual Balanced Fund A portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

Name	Net %	Long %	Short %
Cash	3.940	3.940	0.000
Stocks	56.260	56.280	0.020
Bonds	29.180	29.180	0.000
Other	10.630	10.630	0.000

Style Box

Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	10.185	11.553
Price to Book	1.458	1.696
Price to Sales	0.979	1.207
Price to Cash Flow	6.718	7.152
Dividend Yield	4.493	4.322
5 Years Earnings Growth	10.808	11.042

Sector Allocation

Name	Net %	Category Average
Financial Services	20.240	20.888
Basic Materials	15.470	15.097
Consumer Cyclical	13.110	10.965
Communication Services	12.950	12.721
Consumer Defensive	12.000	10.420
Industrials	7.060	6.110
Real Estate	6.710	7.952
Technology	5.060	8.116
Healthcare	4.790	7.155
Energy	2.040	2.813
Utilities	0.580	0.909

Region Allocation

North America
Latin America
Europe Developed
Asia
Australasia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 95

Number of short holdings: 6

Name	ISIN	Weight %	Last	Change %
REPUBLIC OF SOUTH AFRICA 31/03/32 8.25%	ZAG000107004	5.95	-	-
REPUBLIC OF SOUTH AFRICA 28/02/35 8.875%	ZAG000125972	5.57	-	-
Acadian Global Equity UCITS D USD Acc	IE00BYT2N725	4.79	-	-
Old Mutual Value Global Equity A Acc	IE00B83JLY05	4.77	-	-
Ric Om Msci World Esg Index Fund	-	4.25	-	-
Naspers Ltd	ZAE000015889	3.14	-	-
Standard Bank Grp	ZAE000109815	3.08	18,151	+2.50%
FirstRand Ltd	ZAE000066304	2.83	6,617	+1.55%
Old Mutual Quality Global Eq A Acc	IE00BYX19331	2.81	-	-
iShares USD Treasury Bond 20+Yr DE	IE00BSKRJZ44	2.65	3.32	+0.42%

Top Equity Funds by Old Mutual Unit Trust Mgrs

Name	Total Assets	YTD%	3Y%	10Y%
Old Mutual Global Equity Fund R	32.85B	12.45	18.32	15.96
Old Mutual Global Equity Fund A	32.85B	12.21	17.30	15.02
Old Mutual Global Equity Fund B1	32.85B	9.76	17.97	15.02
Old Mutual Balanced Fund R	21.54B	0.53	7.97	7.25
Old Mutual Balanced Fund B1	21.54B	8.84	11.12	7.45

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Old Mutual Balanc.	20.111	+0.070	+0.37%