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Manager's
Fact Sheet

Fund Profile

Manager's Commentary

Old Mutual Global Equity Fund | Global-Equity-General

79.1713 -0.4052 (-0.509%)
NAV price (ZAR) Mon 16 Mar 2026 (change prev day)

Performance

Income and Performance

Risk Profile

OMGL R-Class Performance Charts

3 months performance chart

6 months performance chart

1 year performance chart

3 years performance chart

Fund Benchmark

Performance Overview

R1000 Lump Sum (NAV-NAV Incl. Dividends)
Period	Return	Value(R)	Inflation(R)
3 Mnths*	-1.57%	984.30	1013.91
6 Mnths*	-0.19%	998.10	1014.89
1 Year	15.71%	1157.10	1034.91
3 Years	18.10%	1647.00	1042.34
5 Years	14.52%	1969.90	1052.78
10 Years	12.95%	3379.20	1049.17

R1000 Lump Sum (NAV-NAV Incl. Dividends)
Period	Return	Value(R)	Inflation(R)
3 Mnths*	-1.57%	984.30	1013.91
6 Mnths*	-0.19%	998.10	1014.89
1 Year	15.71%	1157.10	1034.91
3 Years	18.10%	1647.00	1042.34
5 Years	14.52%	1969.90
10 Years	12.95%	3379.20	1049.17

R100 per Month (NAV-NAV Incl. Dividends)
Period	Return	Value(R)	Inflation(R)
3 Mnths*	-1.15%	297.71	303.78
6 Mnths*	-1.89%	593.42	607.96
1 Year	4.78%	1231.56	1224.02
3 Years	11.93%	4345.78	3417.27
5 Years	13.85%	8682.86	5805.66
10 Years	13.82%	25917.15	12486.57

R100 per Month (NAV-NAV Incl. Dividends)
Period	Return	Value(R)	Inflation(R)
3 Mnths*	-1.15%	297.71	303.78
6 Mnths*	-1.89%	593.42	607.96
1 Year	4.78%	1231.56	1224.02
3 Years	11.93%	4345.78	3417.27
5 Years	13.85%	8682.86	5805.66
10 Years	13.82%	25917.15	12486.57

* Periods shorter than 12 months are not annualised.

Discrete Rolling Performance

Old Mutual Global Equity Fund - R Class Sector

Quartile Ranking Data

Trailing Returns

Period ending

PeriodReturn %Growth in R1 000

* Not annualised

Trailing Returns

Period ending

PeriodReturn %Growth in R1 000

* Not annualised

Trailing Returns

Period ending

PeriodReturn %Growth in R1 000

* Not annualised

Trailing Returns

Period ending

PeriodReturn %Growth in R1 000

* Not annualised

Profile Group (Pty) Ltd. has taken care in preparing all information on this website, but does not accept any liability for errors or out-of-date information.

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