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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: R578 338 789 (as at 31 Dec 2019)
Sector Rank: 1 out of 1
(lump sum over 1 years to 31 Mar 2020)
Overall Rank: 5 out of 1315
(lump sum over 1 years to 31 Mar 2020)
R1000 invested on 31 Mar 2019 was worth R1 516.18 on 31 Mar 2020 (51.62% annual compound return)
R100 per month since 31 Mar 2019 was worth R1 418.48 on 31 Mar 2020 (30.57% 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 Dec 2019
Share No Units Value (Rm) % of Fund
ANGGOLD 622 137 196.91 34.05%
GFIELDS 826 741 79.26 13.70%
SIBANYE 1 702 228 61.09 10.56%
U-NEWGOLD 239 353 48.01 8.30%
BARRICKGOLD 139 606 36.58 6.33%
Totals   421.86 72.94%
 
Comparative Performance
 
Portfolio Structure as at 31 Dec 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.
 


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