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Old Mutual Gold Fund Summary Fact Sheet
Technical Overview
Formation Date: 5 Feb 1990
Holdings: 10
Original Price: 242.19
Pricing System: Forward
Price (R - Class)
Meryl Pick, BScEng (Chem), MBA
Meryl joined Old Mutual Equities in 2012. She is responsible for analysing gold miners, the retail sector and various industrial shares. Her background enables her to look at companies with an insiderís perspective while
bringing her analytical skills to the fore. Having graduated as a chemical engineer, Meryl initially joined Unilever where she worked for five years. Thereafter, she joined ABSA where she spent two years before joining Old Mutual Equities. Meryl has three years of work experience in the asset management industry.
Sector: Worldwide-Equity-Unclassified
Fund Size: R373 038 864 (as at 31 Mar 2019)
Sector Rank: 1 out of 1
(lump sum over 1 years to 30 Jun 2019)
Overall Rank: 3 out of 1262
(lump sum over 1 years to 30 Jun 2019)
R1000 invested on 30 Jun 2018 was worth R1 637.48 on 30 Jun 2019 (63.75% annual compound return)
R100 per month since 30 Jun 2018 was worth R1 766.24 on 30 Jun 2019 (69.81% 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 the investor superior returns over the medium to longer term. It invests in gold and gold-related shares 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.

The fund is for investors who are bullish on gold, and who are wishing to invest a portion of their total portfolio in this higher risk sector of the market.

This is an aggressive risk fund (risk rating 5). With its exclusive exposure to the gold sector, it may be more volatile than a fully diversified general equity fund. Adding to the fund's higher risk profile are the different limits that apply to the portfolio composition, and exposure to a single security may be higher. The fund is exposed to share price movements, which are affected by the performance of individual companies, general market conditions as well as political and economic changes. Risk is minimised through a diversified portfolio of shares. Poor performance of one share may be offset by stronger performance of other shares.
Latest Fund Manager Comment / News
Old Mutual Gold comment - Sept 18
The gold price closed the quarter at US$1 187 per ounce, having fallen 5% over the third  ...more
News Archive
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Top Holdings on 31 Mar 2019
Share No Units Value (Rm) % of Fund
ANGGOLD 780 555 150.65 40.38%
GFIELDS 965 325 52.14 13.98%
HARMONY 1 153 939 31.56 8.46%
BARRICKGOLD 140 044 28.24 7.57%
SIBANYE 1 422 209 22.76 6.10%
Totals   285.34 76.49%
Comparative Performance
Portfolio Structure as at 31 Mar 2019
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Dividend Data
Click here for Dividend History for this fund.
Fees and Charges
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Sectoral Information
Click here for Sectoral Information for this fund.

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