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Old Mutual Ftse Rafi All World Feeder Fund B1 (0P0000XK1S)

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10.742 -0.160    -1.43%
13/11 - Closed. Currency in ZAR
  • Morningstar Rating:
  • Total Assets: 993.38M
Type:  Fund
Market:  South Africa
Issuer:  Old Mutual Unit Trust Mgrs
ISIN:  ZAE000164687 
Asset Class:  Equity
Old Mutual FTSE RAFI All World Feeder Fund B1 10.742 -0.160 -1.43%

0P0000XK1S Overview

 
On this page you'll find an in-depth profile of Old Mutual Ftse Rafi All World Feeder Fund B1. Learn about the key management, total assets, investment strategy and contact information of 0P0000XK1S among other information.
Category

Global Large-Cap Value Equity

Total Assets

993.38M

Expenses

0.95%

Inception Date

Sep 03, 2012

Investment Strategy

The fund aims to provide long-term capital growth by gaining exposure to the FTSE RAFI® All World 3000 Index. This RAFI® Index comprises listed companies rated according to four financial factors: cash flow, sales and dividends (averaged over 5 years) as well as book value at review date. Apart from assets in liquid form, the fund holds participatory interests in only one collective investment scheme, namely the RIC Old Mutual FTSE RAFI® All World Index Fund, which aims to replicate the performance of the FTSE RAFI® All World 3000 Index. The RIC Old Mutual FTSE RAFI® All World Index Fund holds predominantly equity, but may also hold non-equity securities. Derivatives can be used to enable the portfolio to more effectively track the index.

Contact Information

Address 7405
Cape Town,
South Africa
Phone +27 (0)21 503 1770
Fax +27 (0)21 509 7100

Top Executives

Name Title Since Until
Anelisa Balfour - 2023 Now
Thobile Mfelang - 2022 Now
Frank Sibiya - 2017 2023
Biography Frank joined Customised Solutions in September 2009 as an Investment Analyst before becoming an Index Portfolio Manager in 2012. He is responsible for managing both local and international tracker funds. He has eight years industry experience specialising in managing funds in Africa, and Emerging Markets. Prior to joining Customised Solutions, he was a lecturer at Tshwane University of Technology (Mathematics and Statistics Department) for five years. Frank also worked as a research assistant for Siyazi-SA Consulting, under operations risk management.
Stanley Bisho - 2019 2021
Kingsley Williams - 2012 2017
Biography Kingsley is a Fund Manager for OMGXT researching and developing product solutions for clients. Prior to this position he was employed at Stanlib Asset Management for four years as a quantitative analyst then as a senior business analyst/manager. He also worked at Merrill Lynch over a period of four years from 2000 to 2004, firstly within the Technology Leadership Program, working on projects in New York and London, then as a Senior Specialist in the Johannesburg office.
Palvi Kala - 2012 2013
Biography Palvi joined Dibanisa Fund Managers in December 2008. She is responsible for performing the daily fund management of domestic and international investment portfolios. Prior to joining Dibanisa Fund Managers as a portfolio implementation specialist, Palvi worked at FNB Private Clients as an assistant structured lender for two and a half years, where she was responsible for setting up credit portfolios for high net worth clients.
Nonhlanhla Dube Portfolio Manager 2012 2012
Biography Ms. Nonhlanhla Dube is a portfolio manager for Old Mutual. Ms. Dube has been with Old Mutual for six years. She received her undergraduate degree from the University of Johannesburg. Ms. Dube has been in the investment field since 2007.
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