| Technical Overview |
| Formation Date: |
1 Jul 1987 |
| Holdings: |
16 |
| Original Price: |
248.7 |
| Pricing System: |
Forward |
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| Price (R - Class) |
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| Management |
| Ian Woodley, B Eng (Hons), MBA, CFA |
Ian joined Old Mutual Investment Group South Africa (OMIGSA) in April 2011. He is responsible for the diversified mining companies and non-mining companies such as steel, forestry and paper.
He also manages the Mining and Resources and Gold Unit Trust Funds.
As a qualified engineer, he started his career on the mines, before becoming a mining analyst. After that he moved to Stanlib (then Liberty), where he headed up their mining research and managed a number of retail and institutional mining and equity funds for over 11 years.
Apart from managing resources funds, his later roles at Stanlib included Member of Exco, Head of Equities, Head of Research, Pension Fund Manager, and General Equity Fund Manager. Most recently, Ian was head of Stanlib's Specialist Equity franchise, responsible for R10.7 billion in assets under management.
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| Ranking |
| Sector: |
South African-Equity-Resource |
| Size: |
R1 087 279 548 |
| Sector Rank: |
2 out of 8
(lump sum over 1 years to 31 Mar 2018) |
| Overall Rank: |
316 out of 1143
(lump sum over 1 years to 31 Mar 2018) |
| R1000 invested on 31 Mar 2017 was worth R1 068.86 on 31 Mar 2018 (6.89% annual compound return) |
| R100 per month since 31 Mar 2017 was worth R1 224.99 on 31 Mar 2018 (3.80% annual return compounded monthly) |
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| Please note that domestic fund performance figures are calculated on a NAV-NAV basis including dividends reinvested on the reinvestment date, ETFs are reinvested on the ex-div date. |
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| Focus and Objective |
The fund aims to offer superior returns over the medium to longer term by investing in mining and resources companies showing above average prospects for long-term capital growth. The fund invests in mining and resources companies showing above average prospects for growth. Up to 20% of the portfolio may be invested offshore. The fund aims to achieve its performance objectives through well-researched and superior share selection.
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Latest News |
| Old Mutual Mining & Resources comment - Jun 17 |
| Wednesday, 06 September 2017 |
| The Basic Materials Index significantly underperformed the FTSE/JSE All Share Index ...more |
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| News Archive |
| Click here for complete news archive for this fund. |
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Top Holdings on 31 Dec 2017 |
| Share |
No Units |
Value (Rm) |
% of Fund |
| SASOL |
486 761 |
208.42 |
19.17% |
| BHPBILL |
640 255 |
160.42 |
14.75% |
| ANGLO |
595 859 |
152.31 |
14.01% |
| GLENCORE |
1 221 435 |
78.61 |
7.23% |
| MONDILTD |
211 649 |
67.57 |
6.21% |
| Totals |
|
667.34 |
61.38% |
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Comparative Performance |
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| Portfolio Structure as at 31 Dec 2017 |
| Click here for complete portfolio for this fund. |
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| Dividend Data |
| Click here for Dividend History for this fund. |
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| Fees and Charges |
| Click here for fees and charges for this fund. |
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| Sectoral Information |
| Click here for Sectoral Information for this fund. |
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