Not logged in
  
 
Home
 
 Marriott's Living Annuity Portfolios 
 Create
Portfolio
 
 View
Funds
 
 Compare
Funds
 
 Rank
Funds
 
Login
E-mail     Print
Buy Now!
Manager's
Fact Sheet
Fund Profile
Manager's Commentary
Old Mutual Global Equity Fund  |  Global-Equity-General
79.4345    -0.8350    (-1.040%)
NAV price (ZAR) Thu 23 Oct 2025 (change prev day)


Full Portfolio Holdings
 
SecurityChange# UnitsValue (Rm)% Fund# UnitsValue (Rm)% Fund
Tesla Motors-11,339 57,760 442.43 0.99 69,099 397.58 0.93 
Volkswagen AG3,650 119,217 221.09 0.49 115,567 216.07 0.51 
Auto Total-7,689 176,977 663.51 1.48 184,666 613.65 1.44 
Barclays Plc2,854,457 2,854,457 255.05 0.57 0.00 0.00 
DBS Group Holdings372,300 372,300 255.10 0.57 0.00 0.00 
Lloyds Banking Group316,078 13,043,528 252.91 0.56 12,727,450 236.97 0.56 
Northern Trust Corporation99,249 99,249 229.67 0.51 0.00 0.00 
Standard Chartered Plc-171,451 612,907 205.26 0.46 784,358 230.09 0.54 
State Street Corporation113,942 113,942 230.89 0.52 0.00 0.00 
Banks Total3,584,575 17,096,383 1,428.87 3.19 13,511,808 467.06 1.10 
ArcelorMittal (France)375,513 375,513 235.53 0.53 0.00 0.00 
EOG Resources-116,441 0.00 0.00 116,441 250.08 0.59 
Kinross Gold576,271 576,271 242.57 0.54 0.00 0.00 
Basic Resources Total835,343 951,784 478.10 1.07 116,441 250.08 0.59 
Cash on call2,318.69 5.17 2,256.52 5.31 
Cash on call Total2,318.69 5.17 2,256.52 5.31 
Bayer AG431,096 244.29 0.55 431,096 238.36 0.56 
Corteva Inc199,594 199,594 233.77 0.52 0.00 0.00 
Chemicals Total199,594 630,690 478.06 1.07 431,096 238.36 0.56 
Alphabet Inc A144,750 611.30 1.36 144,750 458.77 1.08 
Alphabet Inc C3,596 117,958 497.52 1.11 114,362 362.99 0.85 
Booking Holdings3,242 305.63 0.68 3,242 328.14 0.77 
Expedia Inc-70,897 0.00 0.00 70,897 215.24 0.51 
General Motors176,848 176,848 186.81 0.42 0.00 0.00 
Imperial Brands plc322,947 235.28 0.52 322,947 225.48 0.53 
Netflix Inc23,895 498.21 1.11 23,895 562.09 1.32 
Ralph Lauren Corporation40,987 40,987 218.63 0.49 0.00 0.00 
Cyclical Goods & Services Total150,534 830,627 2,553.38 5.70 680,093 2,152.72 5.06 
Suncor Energy Incorporated-335,975 0.00 0.00 335,975 224.92 0.53 
Energy Total-335,975 0.00 0.00 335,975 224.92 0.53 
Antero Resources376,156 376,156 218.11 0.49 0.00 0.00 
Banco Santander Central Hispano1,684,050 1,684,050 302.02 0.67 0.00 0.00 
Equities Total2,060,206 2,060,206 520.13 1.16 0.00 0.00 
Citigroup181,406 181,406 323.42 0.72 0.00 0.00 
Cme Group Incorporation-51,635 0.00 0.00 51,635 252.23 0.59 
Fidelity National Information Services Inc-155,018 0.00 0.00 155,018 222.69 0.52 
Natwest Group PLC31,674 2,003,697 242.52 0.54 1,972,023 244.65 0.58 
PayPal Holdings Inc167,424 167,424 201.62 0.45 0.00 0.00 
Schwab Charles Corporation181,716 181,716 304.28 0.68 0.00 0.00 
Societe Generale-48,319 240,096 276.54 0.62 288,415 288.90 0.68 
Unicredit Spa212,924 277.99 0.62 212,924 250.40 0.59 
Financial Services Total307,248 2,987,263 1,626.38 3.63 2,680,015 1,258.87 2.96 
Capital One Financial50,507 50,507 195.18 0.44 0.00 0.00 
JP Morgan Chase & Company34,929 34,929 190.57 0.43 0.00 0.00 
Financials Total85,436 85,436 385.75 0.86 0.00 0.00 
Sprouts Farmers Market Inc20,793 104,480 197.63 0.44 83,687 241.23 0.57 
US Foods Holding Corp153,972 153,972 204.23 0.46 0.00 0.00 
Food & Beverage Total174,765 258,452 401.86 0.90 83,687 241.23 0.57 
Foreign - Currency580.71 1.30 466.86 1.10 
For Currency Total580.71 1.30 466.86 1.10 
Foreign - Equities15,419.23 34.40 18,661.20 43.87 
Foreign Invest Total15,419.23 34.40 18,661.20 43.87 
Welltower Incorporated93,022 93,022 283.27 0.63 0.00 0.00 
Foreign Property Total93,022 93,022 283.27 0.63 0.00 0.00 
3M Company-90,725 0.00 0.00 90,725 245.20 0.58 
Bridgestone Corporation251,600 251,600 201.23 0.45 0.00 0.00 
British American Tobacco Corporation-23,030 252,691 230.42 0.51 275,721 231.64 0.54 
GE Vernova Inc20,720 20,720 215.73 0.48 0.00 0.00 
Honeywell International-15,349 53,428 193.24 0.43 68,777 279.83 0.66 
Lam Research Corporation-16,012 149,837 339.47 0.76 165,849 286.60 0.67 
Philip Morris International121,833 121,833 343.19 0.77 0.00 0.00 
Union Pacific63,737 63,737 260.16 0.58 0.00 0.00 
Goods & Services Total312,774 913,846 1,783.43 3.98 601,072 1,043.28 2.45 
Bristol - Myers Squibb-273,916 0.00 0.00 273,916 225.72 0.53 
Cardinal Health Incorporated74,843 74,843 199.93 0.45 0.00 0.00 
CVS Health Corp151,910 151,910 198.40 0.44 0.00 0.00 
Exelixis Incorporated308,352 308,352 216.20 0.48 0.00 0.00 
GlaxoSmithKline plc - London-169,657 530,725 190.80 0.43 700,382 238.45 0.56 
Johnson & Johnson-142,477 0.00 0.00 142,477 386.06 0.91 
McKesson HBOC Incorporated20,662 20,662 272.04 0.61 0.00 0.00 
Novartis AG157,874 339.25 0.76 157,874 337.13 0.79 
Sanofi-Aventis18,951 166,013 263.69 0.59 147,062 252.45 0.59 
Zoetis Inc83,349 206.07 0.46 83,349 231.42 0.54 
Healthcare Total-11,332 1,493,728 1,886.39 4.21 1,505,060 1,671.23 3.93 
Allstate-65,726 0.00 0.00 65,726 228.75 0.54 
American International Group, Inc.176,417 176,417 237.51 0.53 0.00 0.00 
Assurant Incorporated60,841 60,841 225.49 0.50 0.00 0.00 
Hartford Financial Services Group Incorporated5,743 101,565 232.14 0.52 95,822 212.40 0.50 
QBE Insurance Group877,672 877,672 206.52 0.46 0.00 0.00 
Sompo Japan Insurance-59,700 338,000 180.60 0.40 397,700 212.64 0.50 
T&D Holdings Inc469,500 469,500 198.61 0.44 0.00 0.00 
Insurance Total1,464,747 2,023,995 1,280.87 2.86 559,248 653.80 1.54 
Fox Corp A1,050 209,577 227.75 0.51 208,527 210.54 0.50 
Walt Disney Company159,662 159,662 316.72 0.71 0.00 0.00 
Media Total160,712 369,239 544.47 1.21 208,527 210.54 0.50 
Bath & Body Works Inc460,171 460,171 207.25 0.46 0.00 0.00 
Dollar Tree Stores Inc134,262 134,262 218.60 0.49 0.00 0.00 
EBay Incorporated147,505 147,505 232.42 0.52 0.00 0.00 
Kroger Company183,664 183,664 210.86 0.47 0.00 0.00 
Visa Inc-63,351 0.00 0.00 63,351 392.64 0.92 
Retail Total862,251 925,602 869.13 1.94 63,351 392.64 0.92 
Howmet Aerospace Inc97,016 321.79 0.72 97,016 318.92 0.75 
Specialist Securities Total97,016 321.79 0.72 97,016 318.92 0.75 
Adobe Systems-35,587 0.00 0.00 35,587 244.11 0.57 
Amazon.Com12,870 225,397 865.45 1.93 212,527 843.73 1.98 
Apple Computer Company-5,526 392,873 1,727.54 3.85 398,399 1,424.26 3.35 
Applied Materials Incorporated-91,871 0.00 0.00 91,871 299.25 0.70 
Arista Networks Inc-154,743 0.00 0.00 154,743 273.44 0.64 
Autodesk Incorporated-43,698 0.00 0.00 43,698 237.05 0.56 
Broadcom Corporation54,149 171,413 971.39 2.17 117,264 561.54 1.32 
Docusign Inc152,241 152,241 216.12 0.48 0.00 0.00 
Electronic Arts Incorporated90,690 316.68 0.71 90,690 254.33 0.60 
F5 Networks Inc46,530 259.47 0.58 46,530 244.66 0.58 
Fortinet Inc-127,379 0.00 0.00 127,379 233.51 0.55 
Hubspot Inc-21,542 0.00 0.00 21,542 210.89 0.50 
Infineon Technologies356,457 356,457 237.64 0.53 0.00 0.00 
Match Group, Inc.361,459 361,459 228.01 0.51 0.00 0.00 
Meta Platforms Inc18,269 66,428 853.45 1.90 48,159 628.14 1.48 
Microsoft Corporation6,477 185,012 1,645.42 3.67 178,535 1,574.18 3.70 
Nokia Corporation2,417,179 196.87 0.44 2,417,179 220.78 0.52 
Nvidia Corporation-95,570 668,759 2,101.79 4.69 764,329 2,143.64 5.04 
Roku Inc.-148,987 0.00 0.00 148,987 230.29 0.54 
Salesforce.com Inc8,385 79,212 335.54 0.75 70,827 344.29 0.81 
ServiceNow Inc-13,382 0.00 0.00 13,382 243.25 0.57 
Verisign Incorporated44,467 44,467 218.49 0.49 0.00 0.00 
Technology Total276,489 5,258,117 10,173.85 22.70 4,981,628 10,211.33 24.01 
Sea Ltd. (Singapore)-81,600 0.00 0.00 81,600 231.12 0.54 
Telecom Italia-1,267,018 24,409,143 218.51 0.49 25,676,161 223.13 0.52 
Twilio Inc100,878 100,878 181.82 0.41 0.00 0.00 
Verizon Commmunications-377,126 0.00 0.00 377,126 283.68 0.67 
Telecom Total-1,624,866 24,510,021 400.33 0.89 26,134,887 737.93 1.74 
Centrica Plc5,527,118 211.74 0.47 5,527,118 217.64 0.51 
Engie SA590,568 217.79 0.49 590,568 244.31 0.57 
Utility Suppliers Total6,117,686 429.54 0.96 6,117,686 461.95 1.09 
Portfolio Total8,587,834 66,880,090 44,827.75 100.00 58,292,256 42,533.08 100.00