Morningstar

Old Mutual Gold Fund R OMTG

Strategy

The fund aims to maximise returns through a portfolio of gold and gold-related shares showing above average prospects for capital growth. The fund holds at least 80% of its portfolio in these shares at all times. The portfolio manager has the flexibility to diversify up to 15% of the portfolio in offshore shares within this sector. The fund strives to beat the JSE All Gold Index. The fund should perform well when the gold price rises.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
OMTG	Old Mutual Gold Fund R	—	Limited	—	—	Feb 5, 1990	ZAR 605.40M	—	Below Average	ZAR 10,000	−ZAR 30.46M
OMGFA	Old Mutual Gold Fund A	—	—	—	—	Jul 2, 2007	ZAR 1.35B	—	Average	ZAR 10,000	−ZAR 71.73M
GFB1C	Old Mutual Gold Fund B1	—	Open	—	—	Jan 31, 2017	ZAR 1.96B	—	—	—	ZAR 223.28M

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