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-0.13  /  -0.03%

3.7227

NAV (ZAR) on 2024/09/13
NAV (ZAR) on 2024/09/12 3.7240
52 week high on 2024/09/11 3.7249
52 week low on 2023/10/23 3.4315
Total Expense Ratio on 2024/06/30 1.55
Total Expense Ratio (performance fee) on 2024/06/30 0
NAV
Incl Dividends
1 month change 2.01% 2.01%
3 month change 3.39% 5.67%
6 month change 4.97% 7.29%
1 year change 5.77% 10.89%
5 year change 3.64% 7.67%
10 year change 2.87% 6.94%
Price data is updated once a day.
Unit trust and ETF performances for periods greater than 12 months are annualised.

Here is a list of JSE shares held in this Unit Trust. These tables reflect changes in holdings over two quarters, but do not show where a fund has completely sold a holding during the latest quarter.

Old Mutual Stable Growth Fund

Fund managed by Old Mutual Unit Trust Managers (RF) (Pty) Ltd.
Holdings Jun 2024 Mar 2024 Unit change Value change (R'000s) % of Fund
# Units Value (R'000s) # Units Value (R'000s)
  Absa Group Ltd. 175,217 278,892.900 307,411 454,384.200 -132,194 -175,491.300 0.3652
  ADvTECH Ltd. 993,368 281,818.500 1,104,994 311,939.810 -111,626 -30,121.310 0.3690
  Anglo American plc 92,782 536,372.740 85,598 398,929.480 7,184 137,443.260 0.7024
  AngloGold Ashanti plc 79,042 365,340.030 114,837 485,289.680 -35,795 -119,949.650 0.4784
  Anheuser-Busch InBev SA/NV 40,101 423,502.650 53,070 611,695.430 -12,969 -188,192.780 0.5546
Total

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  • Fund focus and objective  
The fund aims to outperform inflation and provide a modest level of income while aiming not to lose money over any 18-month period. The portfolio manager actively manages asset allocation to take advantage of changing market conditions. This fund is suited to investors who want their investment to grow in real terms and deliver a moderate level of income, with controlled risk of capital loss in the short term. It is typically suited to investors close to, or in retirement. The fund invests in cash, bonds, property and shares. The fund may invest up to 40% of its portfolio in equities. The fund may also gain exposure to foreign assets up to a maximum of 30% of its portfolio (with an additional 10% for African ex-SA investments). Derivatives may be used for efficient portfolio management purposes.

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