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Old Mutual Stable Growth Fund B (0P0000JZ8K)

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3.759 -0.001    -0.04%
12/11 - Closed. Currency in ZAR
  • Morningstar Rating:
  • Total Assets: 7.8B
Type:  Fund
Market:  South Africa
Issuer:  Old Mutual Unit Trust Mgrs
ISIN:  ZAE000097788 
Asset Class:  Equity
Old Mutual Stable Growth Fund B 3.759 -0.001 -0.04%

0P0000JZ8K Overview

 
Find basic information about the Old Mutual Stable Growth Fund B 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 0P0000JZ8K MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change6.87%
Prev. Close3.761
Risk Rating
TTM Yield4.94%
ROE12.46%
IssuerOld Mutual Unit Trust Mgrs
TurnoverN/A
ROA4.13%
Inception DateJul 02, 2007
Total Assets7.8B
Expenses1.15%
Min. InvestmentN/A
Market Cap196.71B
CategoryZAR/NAD Cautious Allocation
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Old Mutual Stable Growth Fund B Analysis


Performance

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Condition

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%

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1077 1026 1147 1239 1476 2053
Fund Return 7.67% 2.55% 14.73% 7.4% 8.1% 7.46%
Place in category 437 357 339 382 207 105
% in Category 90 68 70 89 51 47

Top Equity Funds by Old Mutual Unit Trust Mgrs

  Name Rating Total Assets YTD% 3Y% 10Y%
  Old Mutual Global Equity Fund R 38.11B 14.47 13.88 15.51
  Old Mutual Global Equity Fund A 38.11B 13.64 12.90 14.57
  Old Mutual Global Equity Fund B1 38.11B 11.16 14.67 14.92
  Old Mutual Balanced Fund B1 23.11B 11.61 9.35 7.88
  Old Mutual Balanced Fund R 23.11B 11.10 8.57 7.76

Top Funds for ZAR/NAD Cautious Allocation Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Allan Gray Stable Fund X 53.53B 7.42 11.84 -
  Allan Gray Stable Fund C 53.53B 7.91 9.95 8.35
  Allan Gray Stable Fund A 53.53B 7.97 9.32 8.34
  Coronation Balanced Defensive Fund 31.92B 8.70 9.99 8.07
  Coronation Balanced Defensive A 31.92B 8.09 8.80 7.48

Top Holdings

Name ISIN Weight % Last Change %
  iShares 10-20 Year Treasury Bond US4642886539 5.43 101.92 -1.29%
REPUBLIC OF SOUTH AFRICA 31/01/37 8.5% ZAG000107012 5.09 - -
REPUBLIC OF SOUTH AFRICA 28/02/33 1.875% ZAG000125998 4.89 - -
REPUBLIC OF SOUTH AFRICA 31/01/45 8.75% ZAG000106972 4.53 - -
REPUBLIC OF SOUTH AFRICA 31/01/40 9% ZAG000125980 3.78 - -

Technical Summary

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