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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 212 970 150 (as at 30 Sep 2018)
Sector Rank:	2 out of 8 (lump sum over 1 years to 31 Dec 2018)
Overall Rank:	41 out of 1232 (lump sum over 1 years to 31 Dec 2018)
R1000 invested on 31 Dec 2017 was worth R1 100.07 on 31 Dec 2018 (10.01% annual compound return)
R100 per month since 31 Dec 2017 was worth R1 235.60 on 31 Dec 2018 (5.39% annual return compounded monthly)

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.

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 30 Sep 2018
Share	No Units	Value (Rm)	% of Fund
BHP	734 433	227.24	18.73%
SASOL	404 833	221.66	18.27%
GLENCORE	2 037 194	125.06	10.31%
ANGLO	300 404	96.07	7.92%
MONDILTD	216 399	84.07	6.93%
Totals		754.10	62.17%

Comparative Performance

Portfolio Structure as at 30 Sep 2018

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Dividend Data

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Fees and Charges

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Sectoral Information

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