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Old Mutual Capital Builder A

Ranked 19 out of 62 in - Conservative ZAR over 12 months
All calculations are in ZAR unless stated

Objective

Old Mutual Capital Builder Fund is targeted at investors wanting capital protection and stable, tax-efficient growth in excess of cash returns. It aims to produce cash + 3% a year (gross of fees), over rolling three-year periods, while limiting the possibility of capital loss over any quarter in all market conditions. The fund conforms to the legislation governing retirement funds.

Performance

Conservative ZAR over : 31/01/2017 - 31/01/2018

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 9.6% 1.8% 1.1% 3.1% 3.3%
2016 3.7% 1.4% 1.8% 0.7% -0.1%
2015 1.5% 1.2% 0.1% -0.4% 0.6%
2014 6.0% 2.3% 2.5% 0.4% 0.7%
2013 7.8% 1.6% -0.6% 3.6% 3.0%
2012 8.6% 1.4% 0.6% 3.1% 3.3%
2011 2.2% 0.3% -0.2% 0.0% 2.1%
2010 4.9% 0.6% -1.9% 2.9% 3.3%
2009 10.7% 0.8% 3.6% 2.8% 3.2%
2008 1.9% -3.2% 3.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. South Africa

Fund Info

  • Launch date28/02/2008
  • Share Class size1,765Mn
  • Base currencyZAR
  • ISIN ZAE000109476

Purchase Info

  • Min. initial investment10,000
  • Min. regular additional investment500

Charges

  • Annual management1.03%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).