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0.06  /  0.01%

978.28

NAV on 2019/09/16
NAV on 2019/09/13 978.22
52 week high on 2019/08/28 1210.37
52 week low on 2018/09/28 510.28
Total Expense Ratio on 2019/06/30 1.19
Total Expense Ratio (performance fee) on 2019/06/30 0
NAV Incl Dividends
1 month change -8.04% -8.04%
3 month change 13.87% 13.87%
6 month change 33.93% 33.93%
1 year change 91.05% 91.05%
5 year change 7.21% 7.35%
10 year change 1.76% 1.86%
Price data is updated once a day.
  • Sectoral allocations
Basic Materials 346.04 70.63%
Liquid Assets 22.85 4.66%
Offshore 121.04 24.71%
  • Top five holdings
 ANGGOLD 202.92 41.42%
 GFIELDS 73.82 15.07%
 HARMONY 36.79 7.51%
BARRICKGOLD 31.16 6.36%
 SIBANYE 28.44 5.81%
  • Performance against peers
  • Fund data  
Management company:
Old Mutual Unit Trust Managers (RF) (Pty) Ltd.
Formation date:
1990/02/05
ISIN code:
ZAE000020814
Short name:
U-OMGOLD
Risk:
Unknown
Sector:
Worldwide--Equity--Unclassified
Benchmark:
70% FTSE/JSE Gold Mining Index and 30% FTSE Gold Mines Index Series
Contact details

Email
unittrusts@oldmutual.com

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

Telephone
021-503-7100

  • Fund management  
Meryl Pick
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.


  • Fund manager's comment

2019/08/26 00:00:00
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.
  • Fund 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.
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