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Old Mutual Mining and Resources Fund

Summary Fact Sheet

South African--Equity--Resource

Technical Overview
Formation Date:	1 Jul 1987
Holdings:	16
Original Price:	248.7
Pricing System:	Forward

Price (R - Class)

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.

Ranking
Sector:	South African-Equity-Resource
Fund Size:	R1 114 197 045 (as at 31 Dec 2018)

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.

Latest Fund Manager Comment / News

Old Mutual Mining & Resources comment - Sept 18

The ongoing threat of a trade war between the US and China, combined with fears of a ...more

News Archive

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Top Holdings on 31 Dec 2018
Share	No Units	Value (Rm)	% of Fund
BHP	749 064	227.54	20.42%
SASOL	411 202	174.76	15.68%
ANGGOLD	691 611	125.70	11.28%
GLENCORE	1 849 195	99.06	8.89%
ANGLO	267 858	86.32	7.75%
Totals		713.39	64.03%

Comparative Performance

Portfolio Structure as at 31 Dec 2018

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Dividend Data

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Fees and Charges

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Sectoral Information

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