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Adviceworx Old Mutual Inflation Plus 5-7% Fund of Funds

AOM57B1:SJ
240.93
ZAr
0.60
0.25%
As of 12/14/2017
Fund Type
Fund of Funds
52Wk Range
217.03 - 251.22
1 Yr Return
12.27%
YTD Return
11.76%
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Previous Close
240.33
52Wk Range
217.03 - 251.22
1 Yr Return
12.07%
YTD Return
11.76%
Fund Type
Fund of Funds
Objective
Dynamic Allocation
Asset Class Focus
Mixed Allocation
Geographic Focus
International
NAV (on 12/14/2017)
240.93
Total Assets (m ZAR) (on 12/14/2017)
469.273
Inception Date
04/01/2014
Last Dividend (on 10/03/2017)
1.24
Dividend Indicated Gross Yield
1.03%
Fund Managers
-
Front Load Fee
-
Back Load Fee
-
Redemption Fee
-
12b-1 Fee
-
Current Mgmt Fee
-
Expense Ratio
-

Top Fund Holdings

Name Position Value % of Fund
2.18 k 87.02 m 19.34
1.76 m 47.71 m 10.61
Profile
Adviceworx Old Mutual Inflation Plus 5-7% Fund of Funds is an open-end fund incorporated in South Africa. The Fund's objective is to provide medium term capital growth and income with a return of inflation plus 5-7%. The Fund invests in collective investment fund portfolios granting exposure to South African and international listed and unlisted equity and non-equity securities.
Address
Old Mutual Unit Trust Managers Ltd
Mutualpark
Jan Smuts Drive, Pinelands 7405
Cape Town
South Africa
Phone
27-21 509 5022