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Old Mutual Mid & Small-Cap Fund | South African–Equity–Mid and Small Cap
18.0882    +0.0958    (+0.532%)
NAV price (ZAR) Thu 24 Jun 2021 (change prev day)
Performance Charts
     Fund        Benchmark
Performance Overview
  R1000 Lump Sum (NAV-NAV Incl. Dividends)
Period Return Value(R) Inflation(R)
3 Months* 11.92% 1119.20 1016.74
6 Months* 28.26% 1282.60 1030.53
1 Year 48.08% 1480.80 1059.29
3 Years 4.94% 1155.60 1041.98
5 Years 1.75% 1090.40 1045.12
10 Years 7.94% 2147.50 1051.67
  R100 per Month (NAV-NAV Incl. Dividends)
Period Return Value(R) Inflation(R)
3 Months* 8.02% 316.34 302.67
6 Months* 22.93% 685.57 611.14
1 Year 46.31% 1548.02 1236.15
3 Years 15.37% 4595.40 3844.37
5 Years 6.53% 7111.41 6699.91
10 Years 5.10% 15675.35 15387.00
* Periods shorter than 12 months are not annualised.
Discrete Rolling Performance
 Old Mutual Mid & Small-Cap Fund - R Class
  Sector
Quartile Ranking Data
Trailing Returns
Period ending
PeriodReturn %Growth in R1 000
chart
* Not annualised
Trailing Returns
Period ending
PeriodReturn %Growth in R1 000
chart
* Not annualised
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