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Old Mutual Gold Fund Summary Fact Sheet
Worldwide--Equity--Unclassified
 
Technical Overview
Formation Date: 5 Feb 1990
Holdings: 10
Original Price: 242.19
Pricing System: Forward
 
Price (R - Class)
 
Management
Meryl Pick, BScEng (Chem), MBA
Meryl joined Old Mutual Investment Group in February 2012 and is responsible for coverage of gold, packaging manufacturers, heavy equipment distributors and logistics companies. She is also the portfolio manager of the Old Mutual Gold Fund.

Prior to joining, she was a Business Efficiency Manager at ABSA for two years. Prior to this she held various positions within Unilever, including Process Engineering Manager. Meryl has four years of work experience in the asset management industry.
 
Ranking
Sector: Worldwide-Equity-Unclassified
Fund Size: R532 411 358 (as at 31 Mar 2020)
Sector Rank: 1 out of 1
(lump sum over 1 years to 30 Apr 2020)
Overall Rank: 3 out of 1313
(lump sum over 1 years to 30 Apr 2020)
R1000 invested on 30 Apr 2019 was worth R2 482.05 on 30 Apr 2020 (148.21% annual compound return)
R100 per month since 30 Apr 2019 was worth R2 042.18 on 30 Apr 2020 (95.37% 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 through investment in the shares of companies involved in gold and other precious metals.

This fund is suited to investors seeking capital growth over the long term, who have a particular view of gold and other precious metals and who can tolerate stock market and sector volatility.

It invests in gold and other precious metals showing above average prospects for growth. No SA and offshore exposure limits will apply. Derivatives may be used for efficient portfolio management purposes.

The fund aims to achieve long-term inflation-beating growth, and may hold a higher exposure to equities and offshore assets and a greater exposure to a single equity than what is allowed in terms of Regulation 28 of the Pension Funds Act. This fund is therefore not Regulation 28 compliant.
 
Latest Fund Manager Comment / News
Old Mutual Gold comment - Dec 19
2019 was characterised by global angst over the intensifying trade war between the US and  ...more
 
News Archive
Click here for complete news archive for this fund.
 
Top Holdings on 31 Mar 2020
Share No Units Value (Rm) % of Fund
ANGGOLD 728 072 224.41 42.15%
GFIELDS 1 437 762 131.12 24.63%
NEWMONTMING 53 056 43.89 8.24%
BARRICKGOLD 123 539 42.41 7.97%
HARMONY 968 119 35.87 6.74%
Totals   477.71 89.73%
 
Comparative Performance
 
Portfolio Structure as at 31 Mar 2020
Click here for complete portfolio for this fund.
 
Dividend Data
Click here for Dividend History for this fund.
 
Fees and Charges
Click here for fees and charges for this fund.
 
Sectoral Information
Click here for Sectoral Information for this fund.
 


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