Not logged in
  
 
Home
 
 Marriott's Living Annuity Portfolios 
 Create
Portfolio
 
 View
Funds
 
 Compare
Funds
 
 Rank
Funds
 
Login
E-mail     Print
Old Mutual Core Moderate Fund  |  South African-Multi Asset-Medium Equity
Reg Compliant
3.2307    +0.0063    (+0.195%)
NAV price (ZAR) Thu 12 Feb 2026 (change prev day)


Full Portfolio Holdings
 
SecurityChange# UnitsValue (Rm)% Fund# UnitsValue (Rm)% Fund
Montauk Renewables Inc.132 0.00 0.00 132 0.00 0.00 
Alternative Energy Total132 0.00 0.00 132 0.00 0.00 
Absa Group Ltd.930 6,401 1.53 0.34 5,471 0.99 0.26 
Capitec Bank Holdings Ltd.105 672 2.79 0.62 567 1.98 0.51 
FirstRand Ltd.6,237 39,731 3.61 0.81 33,494 2.60 0.67 
Investec Ltd.309 2,034 0.25 0.06 1,725 0.22 0.06 
Investec plc306 2,752 0.34 0.08 2,446 0.31 0.08 
Nedbank Group Ltd.483 3,558 0.95 0.21 3,075 0.66 0.17 
Standard Bank Group Ltd.1,617 10,250 2.98 0.67 8,633 2.04 0.53 
Banks Total9,987 65,398 12.44 2.78 55,411 8.80 2.28 
Anheuser-Busch InBev SA/NV156 740 0.79 0.18 584 0.60 0.16 
Beverages Total156 740 0.79 0.18 584 0.60 0.16 
SA Bond I2029-501,000 1,789,000 2.56 0.57 2,290,000 3.21 0.83 
SA Bond I2031-34,000 267,000 0.30 0.07 301,000 0.33 0.09 
SA Bond I2033-508,000 2,129,000 2.99 0.67 2,637,000 3.52 0.91 
SA Bond I2038-562,000 2,211,500 3.46 0.77 2,773,500 4.00 1.03 
SA Bond I2043-63,000 298,000 0.36 0.08 361,000 0.40 0.10 
SA Bond I2046-656,000 2,511,000 3.49 0.78 3,167,000 3.93 1.02 
SA Bond I2050-726,000 2,717,000 3.85 0.86 3,443,000 4.29 1.11 
SA Bond I2058-38,000 229,000 0.29 0.07 267,000 0.30 0.08 
SA Bond R186-122,000 0.00 0.00 122,000 0.13 0.03 
SA Bond R188903,000 903,000 0.96 0.21 0.00 0.00 
SA Bond R202-235,000 840,000 2.44 0.55 1,075,000 2.97 0.77 
SA Bond R20302,915,000 2,915,000 2.98 0.67 0.00 0.00 
SA Bond R20322,985,000 2,985,000 3.06 0.69 0.00 0.00 
SA Bond R2033473,000 473,000 0.53 0.12 0.00 0.00 
SA Bond R20352,694,000 3,125,000 3.26 0.73 431,000 0.42 0.11 
SA Bond R20372,973,000 2,973,000 2.96 0.66 0.00 0.00 
SA Bond R2038453,000 453,000 0.53 0.12 0.00 0.00 
SA Bond R20402,648,000 2,648,000 2.66 0.59 0.00 0.00 
SA Bond R20442,572,000 2,572,000 2.48 0.55 0.00 0.00 
SA Bond R20483,661,000 3,777,000 3.65 0.82 116,000 0.10 0.03 
SA Bond R2053742,000 742,000 0.94 0.21 0.00 0.00 
SA Bond R209911,000 911,000 0.78 0.17 0.00 0.00 
SA Bond R210-199,000 707,500 1.80 0.40 906,500 2.28 0.59 
SA Bond R2131,891,000 1,891,000 1.85 0.41 0.00 0.00 
SA Bond R214828,000 828,000 0.66 0.15 0.00 0.00 
Bond Total23,005,000 40,895,000 48.82 10.92 17,890,000 25.88 6.70 
Old Mutual All Bond Index - A1,558,532 34,421,478 83.44 18.66 32,862,946 74.90 19.38 
Bond Fund Total1,558,532 34,421,478 83.44 18.66 32,862,946 74.90 19.38 
Cash on call6.16 1.38 8.46 2.19 
Cash on call Total6.16 1.38 8.46 2.19 
AECI Ltd.741 0.07 0.01 741 0.07 0.02 
Omnia Holdings Ltd.1,309 0.10 0.02 1,309 0.09 0.02 
Sasol Ltd.693 4,769 0.51 0.11 4,076 0.44 0.11 
Chemicals Total693 6,819 0.68 0.15 6,126 0.60 0.16 
PPC Ltd.7,638 13,539 0.08 0.02 5,901 0.03 0.01 
Raubex Group Ltd.969 1,846 0.08 0.02 877 0.04 0.01 
Wilson Bayly Holmes - Ovcon Ltd.283 0.05 0.01 283 0.04 0.01 
Construction and Materials Total8,607 15,668 0.21 0.05 7,061 0.11 0.03 
ADvTECH Ltd.3,434 0.13 0.03 3,434 0.11 0.03 
Curro Holdings Ltd.3,013 0.04 0.01 3,013 0.04 0.01 
Consumer Services Total6,447 0.17 0.04 6,447 0.14 0.04 
Reunert Ltd.708 1,555 0.10 0.02 847 0.05 0.01 
Electronic and Electrical Equipment Total708 1,555 0.10 0.02 847 0.05 0.01 
Russell IC Old Mutual MSCI ESG World Index Fund2,844 53,290 31.46 7.03 50,446 29.43 7.62 
Russell IC OM MSCI Emerging Markets ESG Index Fund686 28,763 9.04 2.02 28,077 8.96 2.32 
Equities Total3,530 82,053 40.50 9.06 78,523 38.39 9.93 
NewGold16,418 16,418 10.91 2.44 0.00 0.00 
Exchange Traded Funds Total16,418 16,418 10.91 2.44 0.00 0.00 
Astral Foods Ltd.249 0.07 0.01 249 0.05 0.01 
AVI Ltd.402 2,713 0.29 0.06 2,311 0.23 0.06 
Oceana Group Ltd.591 0.03 0.01 591 0.03 0.01 
Premier Group Ltd.255 474 0.08 0.02 219 0.03 0.01 
RCL Foods Ltd.201 0.00 0.00 201 0.00 0.00 
Tiger Brands Ltd.120 1,158 0.42 0.09 1,038 0.32 0.08 
Food Producers Total777 5,386 0.89 0.20 4,609 0.67 0.17 
Foreign - Currency0.00 0.00 0.00 0.00 
For Currency Total0.00 0.00 0.00 0.00 
Old Mutual Capped All Share Index - A23,179,899 79.20 17.71 23,179,899 72.69 18.81 
General Equity Total23,179,899 79.20 17.71 23,179,899 72.69 18.81 
Barloworld Ltd.-910 0.00 0.00 910 0.11 0.03 
KAP Ltd.22,527 32,616 0.06 0.01 10,089 0.02 0.00 
Mondi plc222 1,426 0.29 0.06 1,204 0.28 0.07 
The Bidvest Group Ltd.354 2,652 0.63 0.14 2,298 0.49 0.13 
General Industrials Total22,193 36,694 0.98 0.22 14,501 0.89 0.23 
Life Healthcare Group Holdings Ltd.3,258 11,527 0.13 0.03 8,269 0.10 0.02 
Netcare Ltd.9,862 0.16 0.03 9,862 0.14 0.04 
Health Care Providers Total3,258 21,389 0.29 0.06 18,131 0.24 0.06 
Sappi Ltd.4,110 0.10 0.02 4,110 0.10 0.02 
Industrial Materials Total4,110 0.10 0.02 4,110 0.10 0.02 
African Rainbow Minerals Ltd.204 781 0.16 0.03 577 0.11 0.03 
Afrimat Ltd.567 0.02 0.01 567 0.02 0.01 
Anglo American plc165 2,296 1.57 0.35 2,131 1.38 0.36 
BHP Group Ltd.99 1,117 0.57 0.13 1,018 0.49 0.13 
Glencore plc2,271 7,744 0.71 0.16 5,473 0.44 0.11 
Kumba Iron Ore Ltd.375 0.13 0.03 375 0.12 0.03 
South32 Ltd.2,241 0.09 0.02 2,241 0.07 0.02 
Industrial Metals and Mining Total2,739 15,121 3.24 0.73 12,382 2.62 0.68 
Hudaco Industries Ltd.249 0.05 0.01 249 0.04 0.01 
Industrial Support Services Total249 0.05 0.01 249 0.04 0.01 
Grindrod Ltd.4,744 0.08 0.02 4,744 0.07 0.02 
Super Group Ltd.1,883 0.04 0.01 1,883 0.02 0.01 
Industrial Transportation Total6,627 0.12 0.03 6,627 0.10 0.02 
Alexander Forbes Group Holdings Ltd.1,066 0.01 0.00 1,066 0.01 0.00 
Coronation Fund Managers Ltd.2,119 0.10 0.02 2,119 0.09 0.02 
Hosken Consolidated Investments Ltd.281 0.04 0.01 281 0.03 0.01 
JSE Ltd.517 0.07 0.02 517 0.07 0.02 
Ninety One Ltd.1,732 0.08 0.02 1,732 0.08 0.02 
Ninety One plc1,332 0.06 0.01 1,332 0.06 0.02 
PSG Financial Services Ltd.1,638 8,078 0.22 0.05 6,440 0.15 0.04 
Quilter plc1,023 6,036 0.24 0.05 5,013 0.19 0.05 
Reinet Investments SCA147 1,019 0.59 0.13 872 0.44 0.11 
Remgro Ltd.687 3,858 0.70 0.16 3,171 0.53 0.14 
Investment Banking and Brokerage Services Total3,495 26,038 2.13 0.48 22,543 1.66 0.43 
Discovery Ltd.732 4,257 0.97 0.22 3,525 0.69 0.18 
Momentum Group Ltd.1,143 9,464 0.36 0.08 8,321 0.27 0.07 
Old Mutual Ltd.5,766 32,952 0.49 0.11 27,186 0.36 0.09 
Sanlam Ltd.2,328 13,644 1.34 0.30 11,316 0.95 0.24 
Life Insurance Total9,969 60,317 3.17 0.71 50,348 2.28 0.59 
eMedia Holdings Ltd.-1,330 0.00 0.00 1,330 0.00 0.00 
Media Total-1,330 0.00 0.00 1,330 0.00 0.00 
Old Mutual Money Market - A-2,500,000 20,663,342 20.66 4.62 23,163,342 23.16 5.99 
Money Market Total-2,500,000 20,663,342 20.66 4.62 23,163,342 23.16 5.99 
OUTsurance Group Ltd.1,080 6,621 0.47 0.11 5,541 0.40 0.10 
Santam Ltd.311 0.13 0.03 311 0.12 0.03 
Non-life Insurance Total1,080 6,932 0.61 0.14 5,852 0.51 0.13 
iShares Core MSCI World UCITS ETF2,658 29,259 63.57 14.21 26,601 57.75 14.94 
iShares Global Govt Bond UCITS ETF8,968 182,265 16.56 3.70 173,297 16.33 4.22 
Offshore Intern Total11,626 211,524 80.13 17.91 199,898 74.07 19.16 
Montauk Holdings Ltd.-498 0.00 0.00 498 0.00 0.00 
Oil & Gas Producers Total-498 0.00 0.00 498 0.00 0.00 
Exxaro Resources Ltd.453 1,943 0.35 0.08 1,490 0.27 0.07 
Thungela Resources Ltd.892 0.09 0.02 892 0.08 0.02 
Oil, Gas and Coal Total453 2,835 0.43 0.10 2,382 0.35 0.09 
Bid Corporation Ltd.381 2,579 1.09 0.24 2,198 0.95 0.25 
Boxer Retail Ltd.573 1,536 0.11 0.02 963 0.07 0.02 
Clicks Group Ltd.219 1,806 0.61 0.14 1,587 0.56 0.14 
Dis-Chem Pharmacies Ltd.3,495 0.12 0.03 3,495 0.11 0.03 
Pick n Pay Stores Ltd.-126 3,328 0.08 0.02 3,454 0.09 0.02 
Shoprite Holdings Ltd.510 3,656 0.99 0.22 3,146 0.86 0.22 
The SPAR Group Ltd.372 1,541 0.15 0.03 1,169 0.11 0.03 
Personal Care, Drug and Grocery Stores Total1,929 17,941 3.15 0.70 16,012 2.76 0.71 
Compagnie Financière Richemont SA60 370 1.34 0.30 310 1.01 0.26 
Personal Goods Total60 370 1.34 0.30 310 1.01 0.26 
Adcock Ingram Holdings Ltd.-222 0.00 0.00 222 0.02 0.00 
Aspen Pharmacare Holdings Ltd.405 2,874 0.34 0.08 2,469 0.24 0.06 
Pharmaceuticals and Biotechnology Total183 2,874 0.34 0.08 2,691 0.26 0.07 
AngloGold Ashanti plc375 2,710 3.88 0.87 2,335 2.83 0.73 
DRDGOLD Ltd.867 3,810 0.20 0.04 2,943 0.14 0.04 
Gold Fields Ltd.1,056 6,870 4.99 1.11 5,814 4.24 1.10 
Harmony Gold Mining Company Ltd.612 4,216 1.42 0.32 3,604 1.13 0.29 
Impala Platinum Holdings Ltd.858 6,049 1.58 0.35 5,191 1.14 0.30 
Northam Platinum Holdings Ltd.462 2,735 0.92 0.21 2,273 0.64 0.17 
Pan African Resources plc1,932 13,160 0.35 0.08 11,228 0.23 0.06 
Sibanye Stillwater Ltd.3,648 22,167 1.34 0.30 18,519 0.91 0.24 
Valterra Platinum Ltd.381 1,826 2.57 0.58 1,445 1.79 0.46 
Precious Metals and Mining Total10,191 63,543 17.27 3.86 53,352 13.06 3.38 
Fortress Real Estate Investments Ltd.-28,173 46,177 1.10 0.25 74,350 1.72 0.44 
Lighthouse Properties plc-27,036 38,306 0.32 0.07 65,342 0.51 0.13 
MAS plc-9,177 13,724 0.31 0.07 22,901 0.49 0.13 
NEPI Rockcastle NV-7,188 16,016 2.34 0.52 23,204 3.21 0.83 
Real Estate Investment and Services Total-71,574 114,223 4.07 0.91 185,797 5.92 1.53 
Assura plc-2,271 0.00 0.00 2,271 0.02 0.01 
Attacq Ltd.-15,138 27,722 0.45 0.10 42,860 0.59 0.15 
Burstone Group Ltd.-15,954 22,860 0.21 0.05 38,814 0.32 0.08 
Emira Property Fund Ltd.-5,178 6,998 0.10 0.02 12,176 0.15 0.04 
Equites Property Fund Ltd.-18,240 31,913 0.59 0.13 50,153 0.80 0.21 
Fairvest Ltd.-31,218 71,549 0.51 0.11 102,767 0.57 0.15 
Growthpoint Properties Ltd.-78,360 124,219 2.13 0.48 202,579 2.98 0.77 
Hammerson plc-1,902 5,220 0.38 0.09 7,122 0.48 0.12 
Hyprop Investments Ltd.-9,306 15,285 0.87 0.19 24,591 1.15 0.30 
Intu Properties plc1,573 0.00 0.00 1,573 0.00 0.00 
Primary Health Properties plc-5,235 3,216 0.07 0.02 8,451 0.18 0.05 
Redefine Properties Ltd.-167,148 262,585 1.58 0.35 429,733 2.14 0.55 
Resilient REIT Ltd.-7,362 10,903 0.87 0.20 18,265 1.17 0.30 
SA Corporate Real Estate Ltd.-43,374 88,027 0.32 0.07 131,401 0.41 0.11 
Shaftesbury Capital plc-2,499 6,058 0.20 0.04 8,557 0.28 0.07 
Sirius Real Estate Ltd.-11,628 16,111 0.35 0.08 27,739 0.62 0.16 
Stor-Age Property REIT Ltd.-10,179 15,414 0.28 0.06 25,593 0.40 0.10 
Supermarket Income REIT plc-3,045 5,781 0.11 0.02 8,826 0.16 0.04 
Vukile Property Fund Ltd.-25,347 49,935 1.25 0.28 75,282 1.57 0.41 
Real Estate Investment Trusts Total-453,384 765,369 10.25 2.29 1,218,753 13.98 3.62 
Italtile Ltd.1,778 0.02 0.00 1,778 0.02 0.00 
Motus Holdings Ltd.369 1,269 0.15 0.03 900 0.09 0.02 
Mr Price Group Ltd.372 2,094 0.37 0.08 1,722 0.35 0.09 
Pepkor Holdings Ltd.4,794 29,500 0.78 0.17 24,706 0.60 0.16 
The Foschini Group Ltd.402 2,539 0.21 0.05 2,137 0.23 0.06 
Truworths International Ltd.741 3,359 0.19 0.04 2,618 0.14 0.04 
We Buy Cars Holdings Ltd.1,489 0.07 0.02 1,489 0.08 0.02 
Woolworths Holdings Ltd.1,464 7,216 0.40 0.09 5,752 0.29 0.07 
Retailers Total8,142 49,244 2.20 0.49 41,102 1.81 0.47 
Altron Ltd.1,396 0.03 0.01 1,396 0.03 0.01 
Bytes Technology Group plc489 783 0.06 0.01 294 0.03 0.01 
Datatec Ltd.1,372 0.11 0.02 1,372 0.08 0.02 
Karooooo Ltd.24 0.02 0.00 24 0.02 0.01 
Naspers Ltd.4,649 5,416 5.98 1.34 767 4.83 1.25 
Prosus NV348 1,658 1.70 0.38 1,310 1.59 0.41 
Software and Computer Services Total5,486 10,649 7.90 1.77 5,163 6.58 1.70 
Blu Label Unlimited Group Ltd.3,862 0.04 0.01 3,862 0.05 0.01 
MTN Group Ltd.2,265 13,825 2.34 0.52 11,560 1.64 0.42 
MultiChoice Group Ltd.-1,359 0.00 0.00 1,359 0.17 0.04 
Telkom SA SOC Ltd.21 1,836 0.11 0.02 1,815 0.09 0.02 
Vodacom Group Ltd.555 4,476 0.63 0.14 3,921 0.52 0.14 
Telecommunications Service Providers Total1,482 23,999 3.12 0.70 22,517 2.47 0.64 
British American Tobacco plc12 1,282 1.21 0.27 1,270 1.16 0.30 
Tobacco Total12 1,282 1.21 0.27 1,270 1.16 0.30 
Famous Brands Ltd.600 0.03 0.01 600 0.03 0.01 
Southern Sun Ltd.5,971 0.06 0.01 5,971 0.05 0.01 
Sun International Ltd.1,535 0.06 0.01 1,535 0.06 0.02 
Tsogo Sun Ltd.-288 1,294 0.01 0.00 1,582 0.01 0.00 
Travel and Leisure Total-288 9,400 0.16 0.04 9,688 0.16 0.04 
Portfolio Total21,659,632 120,811,065 447.22 100.00 99,151,433 386.48 100.00