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Old Mutual Gold Fund Summary Fact Sheet
Technical Overview
Formation Date: 5 Feb 1990
Holdings: 10
Original Price: 242.19
Pricing System: Forward
Price (R - Class)
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.
Sector: Worldwide-Equity-Unclassified
Fund Size: R1 002 140 004 (as at 30 Jun 2020)
Sector Rank: 1 out of 1
(lump sum over 1 years to 31 Aug 2020)
Overall Rank: 7 out of 1323
(lump sum over 1 years to 31 Aug 2020)
R1000 invested on 31 Aug 2019 was worth R1 769.96 on 31 Aug 2020 (77.00% annual compound return)
R100 per month since 31 Aug 2019 was worth R1 964.21 on 31 Aug 2020 (88.55% 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
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Top Holdings on 30 Jun 2020
Share No Units Value (Rm) % of Fund
ANGGOLD 808 018 401.58 40.07%
GFIELDS 1 632 173 260.22 25.97%
HARMONY 932 613 63.39 6.33%
NEWMONTMING 61 001 63.09 6.30%
BARRICKGOLD 123 539 56.11 5.60%
Totals   844.39 84.26%
Comparative Performance
Portfolio Structure as at 30 Jun 2020
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Dividend Data
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Fees and Charges
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Sectoral Information
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