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0.49  /  0.15%

331.54

NAV on 2019/09/13
NAV on 2019/09/12 331.05
52 week high on 2018/09/17 337.25
52 week low on 2019/01/04 301.76
Total Expense Ratio on 2019/03/31 1.87
Total Expense Ratio (performance fee) on 2019/03/31 0
NAV Incl Dividends
1 month change 1.22% 1.22%
3 month change 0.02% 0.02%
6 month change 2.66% 2.66%
1 year change -0.34% 0.18%
5 year change 5.46% 6.22%
10 year change 0% 0%
Price data is updated once a day.
  • Sectoral allocations
Bonds 104.80 12.70%
Fixed Interest 20.63 2.50%
General Equity 28.32 3.43%
Liquid Assets 4.10 0.50%
Managed 225.06 27.28%
Real Estate 38.98 4.73%
Spec Equity 95.72 11.60%
Offshore 307.40 37.26%
  • Top five holdings
U-OMFLEX 225.06 27.28%
U-OMGILT 104.80 12.7%
U-OMSMALL 95.72 11.6%
ACADIANEMERE 63.15 7.65%
ACADIANGLOEQU 62.83 7.62%
  • Performance against peers
  • Fund data  
Management company:
Old Mutual Unit Trust Managers (RF) (Pty) Ltd.
Formation date:
2013/07/01
ISIN code:
ZAE000178703
Short name:
U-OMMAXR
Risk:
Unknown
Sector:
Worldwide--Multi Asset--Flexible
Benchmark:
60% FTSE/JSE Capped Shareholder Weighted Index, 35% MSCI All Country World Index, 5% STeFI Composite Index
Contact details

Email
unittrusts@oldmutual.com

Website
http://www.omut.co.za

Telephone
021-503-7100

  • Fund management  
Arthur Karas
Arthur joined MacroSolutions as Portfolio Manager in October 2011. Arthur is responsible for the domestic equity portfolios of the dynamic funds, including the Old Mutual Flexible Fund.
Prior to joining MacroSolutions, Arthur was the Chief Investment Officer at Hermes Asset Management where he was responsible for the investment process and strategy, equity research and portfolio management. Before joining at Hermes, he served as a senior portfolio manager and an equity analyst at various prominent investment houses, including Quaystone Asset Management, Syfrets and BoE. Arthur has 25 years of investment experience.
Peter Brooke
Peter is an award-winning analyst who has extensive experience in the investment arena. He worked at a stockbroker for 10 years as an analyst and equity strategist, after which he was the Head of Research and Head of Equities for Cazenove South Africa.
Peter joined Old Mutual in May 2005 and has been the Head of MacroSolutions since 2007. Peter has specific responsibility for third-party funds, including the Profile range. He also manages two unit trust funds, Old Mutual Maximum Return Fund of Funds and Old Mutual Flexible Fund. The Old Mutual Edge28 Life Fund is also part of his portfolio. Having analysed countries and companies, Peter can integrate top-down and bottomup drivers and valuations to create an optimal portfolio.


  • Fund manager's comment

2019/08/26 00:00:00
The fund aims to generate the maximum possible investment return over a long-term investment horizon.
  • Fund focus and objective  
The fund aims to generate the maximum possible investment return over a long-term investment horizon.
The fund is suitable for investors requiring long-term growth and who appreciate the nature of this worldwide flexible fund of funds, and who are able to accept the return volatility likely to be associated with its objective of maximising returns.
The fund of funds invests primarily in a selection of Old Mutual Group collective investment scheme portfolios offering exposure to South African and international assets. While the primary focus is on shares, nothing prevents the fund manager from gaining exposure to bonds, listed property, cash or other asset classes in order to maximise longterm growth. There is no minimum or maximum that the fund must hold in South African or international assets. Derivatives may be used for efficient portfolio management purposes.
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