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OMMM Global Moderate A USD
OMMM Global Moderate A USD
Old Mutual International
OMMM Global Moderate A USD
Price
 
Ranking
Sector: Global-Asset Allocation-Prudential
Size: -
 
Sector Rank: 14 out of 42
(lump sum over 3 years to 28 Feb 2026)
 
Overall Rank: 327 out of 524
(lump sum over 3 years to 28 Feb 2026)
 
R20000 invested on 28 Feb 2023 was worth R23 650 at 28 Feb 2026
(5.75% annual compound return)
 
R5000 per month since 28 Feb 2023 was worth R187 109 at 28 Feb 2026
(2.50% annual return compounded monthly)
 
Please note that offshore fund performance figures are calculated from NAV prices (ie, equivalent to sell-to-sell) and therefore not directly comparable to domestic fund performance figures on this site.
 
Focus and Objective
The Principal Money Manager actively manages the Fund's allocation to the different asset classes and underlying CIS. In doing so the Principal Money Manager utilizes asset allocation, investment manager and investment strategy selection advice from the Investment Adviser. The Fund applies a quantitative and qualitative analysis investment strategy to identify eligible CIS and ETF for selection and allocation.

The geographical focus is worldwide - may invest across developed and/or emerging markets. It may invest instruments with specific industry, sector and theme focus without constraint.

The Fund may use specialist financial techniques (known as derivatives) to manage the Fund's exposures, to reduce risk, or to manage the Fund more efficiently
 
Technical Overview
Benchmark: 50% MSCI All Country World Index (USD) – Net Returns; 35% Barclays Global Aggregate Total Return Index; 15% Secured Overnight Financing Rate (SOFR)
Base currency: USD Pricing system: Forward
Formation date: 27 Feb 2020
 

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