Breaking News
Get 50% Off 0
📈 Will you get serious about investing in 2025? Take the first step with 50% off InvestingPro
Claim Offer
Close

Old Mutual Managed Alpha Equity Fund A (0P0000KSD7)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from a Portfolio Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
104.740 -0.230    -0.22%
31/12 - Closed. Currency in ZAR
  • Morningstar Rating:
  • Total Assets: 1.57B
Type:  Fund
Market:  South Africa
Issuer:  Old Mutual Unit Trust Mgrs
ISIN:  ZAE000135786 
Asset Class:  Equity
Old Mutual Managed Alpha Equity Fund A 104.740 -0.230 -0.22%

0P0000KSD7 Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Old Mutual Managed Alpha Equity Fund A (0P0000KSD7) fund. Our Old Mutual Managed Alpha Equity Fund A portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

Create Alert
Add to Watchlist
Add to/Remove from a Portfolio  
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Name  Net %  Long %  Short %
Cash 1.690 1.690 0.000
Stocks 95.430 95.440 0.010
Other 2.890 2.890 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 10.683 10.633
Price to Book 1.712 1.632
Price to Sales 1.261 1.105
Price to Cash Flow 3.383 4.896
Dividend Yield 3.707 3.990
5 Years Earnings Growth 13.340 12.443

Sector Allocation

Name  Net % Category Average
Financial Services 34.990 28.060
Basic Materials 18.750 19.689
Communication Services 16.000 15.796
Consumer Cyclical 10.140 12.330
Consumer Defensive 9.370 10.229
Healthcare 4.330 4.209
Real Estate 2.880 2.782
Industrials 2.360 4.699
Energy 0.570 2.509
Technology 0.460 4.236
Utilities 0.140 0.513

Region Allocation

  • North America
  • Europe Developed
  • Africa & Middle East
  • Emerging Markets
  • Developed Markets

Top Holdings

Number of long holdings: 89

Number of short holdings: 1

Name ISIN Weight % Last Change %
Naspers Ltd ZAE000015889 10.61 - -
  FirstRand Ltd ZAE000066304 6.21 7,596 -0.84%
  Standard Bank Grp ZAE000109815 5.19 22,176 +0.17%
  Gold Fields ZAE000018123 4.48 24,710 -0.40%
  Sanlam Ltd ZAE000070660 4.13 8,688 +0.52%
  Richemont CH0210483332 3.69 137.90 +0.40%
  Capitec Bank ZAE000035861 3.41 313,434 +0.14%
  British American Tobacco GB0002875804 3.17 2,880.0 +0.17%
Mondi PLC GB00B1CRLC47 3.07 - -
  NEPI Rockcastle NL0015000RT3 2.89 7.50 0.00%

Top Equity Funds by Old Mutual Unit Trust Mgrs

  Name Rating Total Assets YTD% 3Y% 10Y%
  Old Mutual Global Equity Fund B1 39.98B 21.22 13.88 15.38
  Old Mutual Global Equity Fund R 39.98B 21.67 14.34 15.78
  Old Mutual Global Equity Fund A 39.98B 20.71 13.36 14.83
  Old Mutual Balanced Fund R 23.19B 12.45 8.60 7.66
  Old Mutual Balanced Fund A 23.19B 12.10 8.23 7.29
Comment Guidelines

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind: 

  • Enrich the conversation
  • Stay focused and on track. Only post material that’s relevant to the topic being discussed.
  • Be respectful. Even negative opinions can be framed positively and diplomatically.
  •  Use standard writing style. Include punctuation and upper and lower cases.
  • NOTE: Spam and/or promotional messages and links within a comment will be removed
  • Avoid profanity, slander or personal attacks directed at an author or another user.
  • Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

0P0000KSD7 Comments

Write your thoughts about Old Mutual Managed Alpha Equity Fund A
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

Are you sure you want to block %USER_NAME%?

By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.

%USER_NAME% was successfully added to your Block List

Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Apple
Continue with Google
or
Sign up with Email