Old Mutual Dynamic Floor Fund Fact Sheet

Fund Details
Fund Sector
SA – Multi Asset – Medium Equity
Assets Under Management (R m) (Mar 2019)
R2 540 R 11 0.433%
Number of Accounts (Mar 2019)
3 036 64 2.108%
Fund Asset Allocations (R m)
Sector Mar 2019 Dec 2018
Equities R 1 037 R 951
    Local    R 458    R 449
    Foreign    R 579    R 502
Cash Instr. R 1 404 R 1 482
    Local    R 1 274    R 1 326
    Foreign    R 130    R 156
Property R 99 R 96
On FoF R 0 R 0
Fund Investment Aims, Objective and/or Universe
The fund strives for long-term capital growth as well as some level of capital protection.

Through the use of a quantitative risk model, the fund aims to profit from a rising share market and protect against capital losses in a weak market.The fund invests across shares, bonds and cash and may invest up to 25% of its fund offshore in line with Treasury guidelines — moving from shares into fixed interest investments when the fund’s value drops below a predetermined “floor”.When markets start to move up, the fund increases its holdings in shares, tapping into these growth opportunities.Derivatives may also be tactically used to manage and limit downside risk and to capture or lock in gains as and when they occur.
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