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Old Mutual Balanced Fund R (0P0000IR3G)

Johannesburg

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21.948 -0.050 -0.24%

20/12 - Closed. Currency in ZAR

Morningstar Rating:
Total Assets: 22.96B

Type: Fund

Market: South Africa

Issuer: Old Mutual Unit Trust Mgrs

ISIN: ZAE000020780

Asset Class: Equity

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0P0000IR3G Overview

Find basic information about the Old Mutual Balanced 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 0P0000IR3G MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Rating

1-Year Change9.43%

Prev. Close22

Risk Rating

TTM Yield3.22%

ROE15.30%

IssuerOld Mutual Unit Trust Mgrs

TurnoverN/A

ROA5.44%

Inception DateMar 01, 1994

Total Assets22.96B

Expenses1.26%

Min. Investment10,000

Market Cap289.63B

CategoryZAR/NAD Aggressive Allocation

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Old Mutual Balanced Fund R Analysis

Oil’s Iran Cliffhanger: What To Know And What To Expect By Barani Krishnan - Aug 17, 2022 32

EU attempting to revive Iran nuclear deal with market staying pessimistic Crude prices could rebound from oversold conditions but stay off 2022 highs Both Iran, US likely...

Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1125	1034	1146	1281	1612	2093
Fund Return	12.45%	3.4%	14.61%	8.6%	10.01%	7.66%
Place in category	376	319	388	411	264	96
% in Category	61	48	60	74	59	47

Top Equity Funds by Old Mutual Unit Trust Mgrs

Name	Total Assets	YTD%	3Y%	10Y%
Old Mutual Global Equity Fund R	39.08B	21.67	14.34	15.78
Old Mutual Global Equity Fund A	39.08B	20.71	13.36	14.83
Old Mutual Global Equity Fund B1	39.08B	21.22	13.88	15.38
Old Mutual Balanced Fund A	22.96B	12.10	8.23	7.29
Old Mutual Balanced Fund B1	22.96B	11.61	9.35	7.88

Top Funds for ZAR/NAD Aggressive Allocation Category

Name	Total Assets	YTD%	3Y%	10Y%
Allan Gray Balanced Fund C	196.95B	10.43	11.68	8.87
Allan Gray Balanced Fund X	196.95B	11.30	12.78	-
Allan Gray Balanced Fund A	196.95B	10.26	11.50	8.69
Coronation Balanced Plus Fund A	120.96B	14.72	9.97	8.35
Coronation Balanced Plus Fund P	120.96B	15.21	10.48	8.84

Top Holdings

Name	ISIN	Weight %	Last	Change %
Old Mutual Value Global Equity A Acc	IE00B83JLY05	4.34	-	-
Acadian Global Equity UCITS D USD Acc	IE00BYT2N725	4.21	-	-
Naspers Ltd	ZAE000015889	4.03	-	-
Ric Om Msci World Esg Index Fund	-	3.79	-	-
FirstRand Ltd	ZAE000066304	3.52	7,709	-0.43%

Technical Summary

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

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Old Mutual Balanc.	21.948	-0.050	-0.24%