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Old Mutual Real Income Fund B (0P0000JZ8F)
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15/01 - Closed. Currency in ZAR
- Morningstar Rating:
- Total Assets: 5.6B
Old Mutual Real Income Fund B
2.915
+0.001
+0.04%
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0P0000JZ8F Overview
On this page you'll find an in-depth profile of Old Mutual Real Income Fund B. Learn about the key management, total assets, investment strategy and contact information of 0P0000JZ8F among other information.
Investment Strategy
The fund aims to provide the highest level of income payout that can be sustained without eroding the fund's inflation-adjusted capital base. The aim is to grow the income and the underlying capital of the fund in line with inflation. This portfolio will be actively managed in order to balance the twin objectives of inflation protection and income generation. Inflation protection will be achieved by diversification and by selective exposure to equities and listed property. Income will be maximized by seeking opportunities along the full spectrum of the yield curve and there is no constraint on duration. Derivatives may be used where appropriate.
Contact Information
Address
7405
Cape Town,
South Africa
Cape Town,
South Africa
Phone
+27 (0)21 503 1770
Fax
+27 (0)21 509 7100
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| John Orford | - | 2014 | Now |
| Biography | John joined MacroSolutions in July 2014 and is a senior portfolio manager in the conservative space. He adds strong strategic insight to the team derived from his role South African and Emerging EMEA Equity Strategist UBS South Africa. Prior to his position at UBS, John garnered significant experience in investment research and analysis, both locally and abroad. John’s time abroad includes obtaining his MSc at Oxford. Over the past four years John has consistently ranked amongst the top five investment strategists in the Financial Mail Analyst survey. | ||
| Zain Wilson | - | 2018 | 2019 |
| Biography | Zain joined MacroSolutions in July 2015 as an investment analyst. In March 2018 he became co-portfolio manager of the Old Mutual Real Income Fund. In addition to this role, he is responsible for identifying “between the gap” investment opportunities for MacroSolutions portfolios in areas like preference shares, convertible bonds and international assets. He also contributes to MacroSolutions’ overall asset allocation. Prior to joining MacroSolutions, Zain was a Fixed Income and Quants Analyst at Old Mutual Investment Group’s fixed income boutique, Futuregrowth Asset Management, for three and a half years. Zain has five and a half years of work experience in the fixed income space, spanning buy- and sell-side research and analysis. | ||
| Alida Jordaan | - | 2014 | 2018 |
| Peter Brooke | - | 2007 | 2014 |
| Biography | Peter Brooke is the lead portfolio manager for the Global Macro Equity strategy. He is supported by Urvesh Desai, an investment actuary, and Zain Wilson, a CFA Charterholder. Peter uses his asset allocation skills honed over his 25-year career to capitalise on emerging macroeconomic trends. Peter also manages the Boutique's dynamic offerings. Peter joined Old Mutual Investment Group in May 2005 and became boutique head of MacroSolutions in January 2007. Peter previously worked as a stockbroker, analyst and strategist for 10 years, culminating in his being appointed as the Head of Research and Head of Equities for Cazenove South Africa. During this time, he received numerous ratings including Best Strategist in the 2004 Financial Mail survey. Peter was also the winner of 2 Raging Bull awards in 2011. | ||
| Wikus Furstenburg | - | 2007 | 2007 |
| Arno Lawrenz | - | 2006 | 2007 |
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