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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: 1 out of 8
(lump sum over 1 years to 30 Nov 2018)
Overall Rank: 245 out of 1187
(lump sum over 1 years to 30 Nov 2018)
R1000 invested on 30 Nov 2017 was worth R1 027.10 on 30 Nov 2018 (2.71% annual compound return)
R100 per month since 30 Nov 2017 was worth R1 149.67 on 30 Nov 2018 (-7.93% 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 - Jun 17
The Basic Materials Index significantly underperformed the FTSE/JSE All Share Index  ...more
 
News Archive
Click here for complete news archive for this fund.
 
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
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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