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Accueil Zonebourse  >  Fonds ou OPCVM  >  Fonds  >  Old Mutual Gold R    OMTG   ZAE000020814


Cours en clôture. Cours en clôture Fonds - 07/08
22.49 ZAR   -2.35%
Stratégie du fonds géré par OLD MUTUAL UNIT TRUST MGRS
The fund aims to maximise returns through a portfolio of gold and gold-related shares showing above average prospects for capital growth. The fund holds at least 80% of its portfolio in these shares at all times. The portfolio manager has the flexibility to diversify up to 15% of the portfolio in offshore shares within this sector. The fund strives to beat the JSE All Gold Index. The fund should perform well when the gold price rises.
Performances du fonds : Old Mutual Gold R
Performances Historiques Glissantes au 06-08-2020
Début d'année 1 mois 3 mois 6 mois 1 an 3 ans Max
Fonds +54% +19.29% +32.95% +64.18% +78.69% +176.25% +212.22%
Parts du fonds
Nom1er Jan3 ansNotationTailleFrais
Old Mutual Gold A53.47%171.52%250M ZAR1.71%
Old Mutual Gold R54.00%176.25%119M ZAR1.14%
Old Mutual Gold B153.89%175.29%NC0M ZAR1.25%
Autres fonds de la catégorie: Actions Secteur Autres
 Nom1er Jan3 ansNotationTaille
123Capital PME A0.00%-72.31%NC27 M EUR
123Expansion A A/I0.00%-59.62%NC14 M EUR
123Expansion II A A/I0.00%-92.21%NC15 M EUR
123Expansion III A0.00%-93.16%NC12 M EUR
123ISF 2013 A A/I0.00%12.90%NC38 M EUR
123ISF 2014 A A/I0.00%5.80%NC48 M EUR
123Multinova IV Dynamique A0.00%54.91%NC37 M EUR
123Multinova IV Equilibre A A/I0.00%55.20%NC18 M EUR
123Transmission A0.00%-80.03%NC22 M EUR
1618 Investment World Equity EUR Hedged8.86%12.35%NC0 M EUR
Plus de fonds

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Société de gestion Old Mutual Unit Trust Mgrs
Date de création 05-02-1990

Gérant Depuis
Meryl Pick 01-01-2013
Notation Morningstar
Date de création 05-02-1990
Devise ZAR
Structure Juridique Unit Trust
Catégorie Morningstar Actions Secteur Autres
Zone d'investissement Afrique du Sud
Place de cotation Afrique du Sud
Benchmark -FTSE Gold Mines TR USD 30%
-FTSE/JSE Gold Mining TR ZAR 70%
Actifs nets de la part 119 M ZAR au 31-01-2018
Fréquence des VL Quotidienne
Commisaire aux comptes KPMG (South Africa)
Volatilité au 31-05-2019
Ecart-type 3 ans 34.33%
Ratio de Sharpe 3 ans 0.01
Performance moyenne 3 ans 176.25%