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Old Mutual Investors Fund | South African–Equity–SA General
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Manager's Fact Sheet
Fund Profile
Manager's Commentary
632.3346    -15.5215    (-2.396%)
NAV price (ZAR) Wed 11 Mar 2026 (change prev day)
 
Snapshot
<i><b>  Performance</b></i><hr/>This gauge shows the decile position of the fund against 76 Rand-denominated South African--Equity--SA General funds over the last three years (needle right indicates above average performance)
Performance
<i><b>  Size</b></i><hr/>This gauge shows the size of the fund against all Rand-denominated retail funds (needle right indicates a large fund, needle left a small fund)
Size
<i><b>  Diversification</b></i><hr/>This gauge shows the level of diversification relative to other funds in the same second-tier (equity) category (needle right indicates a well-diversified fund)
Diversification
<i><b>  Risk</b></i><hr/>This gauge shows the fund's level of historical risk relative to other funds in the South African--Equity--SA General sector based on 3-year volatility (needle right indicates lower risk within the sector)
Risk
Fund Performance
NAV and TRI Performance
  TRI
  NAV
   3 Months 6 Months 1 Year 3 Years 5 Years
Period    Return %Growth of R1 000
chart
* Not annualised
Key Facts and Fund Objective
Key Facts
Formation Date 29 Jun 2007
Fund Size (ZAR) 13 520 013 932
Latest Price 632.33
PlexCrowns (Senior)
PlexCrowns (Junior)
Total Expense Ratio (31/12) 1.57%
Minimum InvestmentR10 000
TTM Distribution Yield 1.82%
Fund Objective
The fund aims to offer superior returns over the medium to longer term through investing in a broad spectrum of local instruments. This fund is suited to investors seeking long-term capital growth through a broadly diversified portfolio of shares. The investor can tolerate stock market volatility. It invests in shares across all sectors of the stock market, focusing predominantly on the Top 100 blue-chip shares. The fund aims to achieve its performance objectives through well-researched and superior share selection. Derivatives may be used for efficient portfolio management purposes....Read more
Asset Classes and Holdings
Asset Classes
 SA Equities98.37%  
 Foreign Equities0.00%  
 SA Bonds0.00%  
 Foreign Bonds0.00%  
 SA Property0.61%  
 Foreign Property0.00%  
 SA Cash1.02%  
 Foreign Cash0.00%  
Top Holdings as at 31 Dec 2025
SecurityUnitsValue (Rm)% of Fund
FIRSTRAND 10 652 789 966.747.25%
ANGGOLD 612 639 878.006.59%
GFIELDS 1 148 904 833.776.26%
VALTERRA 538 414 758.935.69%
NASPERS-N 649 233 717.085.38%
ABSA 2 779 676 665.344.99%
AB INBEV 568 885 608.994.57%
NORTHAM 1 639 983 552.854.15%
PROSUS 476 243 487.443.66%
GLENCORE 5 282 756 481.523.61%
Totals  6 950.6852.15%
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