Profile's FundsDataOnline
Google
 
Quick Fund Switch See this page on the new FundsData beta
E-mail     Print
Old Mutual Industrial Fund Summary Fact Sheet
South African--Equity--Industrial
 
Technical Overview
Formation Date: 30 Jun 1998
Holdings: 20
Original Price: 212.7
Pricing System: Forward
 
Price (A - Class)
 
Management
Brian Pyle, BCom, CA(SA), CFA
Brian joined Old Mutual in 1998 and moved to Old Mutual Equities in 2012. In addition to his role as portfolio manager, Brian is the assigned analyst of many companies within the consumer and industrial sectors. Before joining Old Mutual Equities, Brian headed up Old Mutual Investment Group's Equity Research Unit, where he had oversight of a team of specialist equity portfolio managers and analysts. Brian has 19 years of industry experience.

Brian is currently the portfolio manager of the Old Mutual Industrial Fund, an SA based mutual fund. He is also an analyst for the industrial sector.
 
Kayalethu Nodada, BCom (Hons), CA(SA)
 
Ranking
Sector: South African-Equity-Industrial
Fund Size: R997 522 410 (as at 31 Mar 2019)
Sector Rank: 2 out of 6
(lump sum over 1 years to 31 May 2019)
Overall Rank: 1168 out of 1262
(lump sum over 1 years to 31 May 2019)
R1000 invested on 31 May 2018 was worth R963.00 on 31 May 2019 (-3.70% annual compound return)
R100 per month since 31 May 2018 was worth R1 189.88 on 31 May 2019 (-1.56% 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. It achieves this by selectively investing in a focused portfolio of listed industrial companies. The fund aims to achieve its performance objective through well researched and superior share selection.

The fund is for investors wishing to diversify their portfolio to include a specialist fund and who believe the consumer sector offers strong growth opportunities.

This is an aggressive risk fund (risk rating 5). With its exclusive exposure to the consumer sector, it may be more volatile than a fully diversified general equity portfolio. 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. In addition, this fund may hold a greater risk as exposure limits to a single security may be higher. 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 Industrial comment - Sept 18
The FTSE/JSE All Share Index retraced some of the gains made in the second quarter by  ...more
 
News Archive
Click here for complete news archive for this fund.
 
Top Holdings on 31 Mar 2019
Share No Units Value (Rm) % of Fund
NASPERS-N 88 833 296.87 29.76%
BATS 160 603 96.43 9.67%
U-OMMM 71 500 000 71.50 7.17%
REMGRO 270 425 50.16 5.03%
BIDVEST 198 984 37.99 3.81%
Totals   552.94 55.43%
 
Comparative Performance
 
Portfolio Structure as at 31 Mar 2019
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.
 


Follow us on:


Profile Group (Pty) Ltd. has taken care in preparing all information on this website, but does not accept any liability for errors or out-of-date information.
Other Profile Group sites: ShareData Online (stock market data) | Profile's Financial Markets | Profile Group corporate site
Terms of Use |  Privacy Policy |  PAIA manual |  Site Map |  Powered by ProfileData |  © Copyright Reserved 2019  ]
   Disclaimer: Profile Media (Pty) Ltd has taken care in preparing all information on this website, but does not accept any liability for errors or out-of-date information. © Copyright Reserved 2019