To provide long term capital growth through the active management of a diversified portfolio. It will invest primarily, either directly or indirectly, in bond and equity investments, generally by investing in other Old Mutual collective investment schemes. There are no specific restrictions as to the economic sectors or geographic regions that the scheme may invest in.
Name | % Net Assets |
---|---|
Old Mutual North American Equity | 13.0% |
Old Mutual UK Select Equity | 11.6% |
Old Mutual Global Equity Absolute Return | 10.6% |
Old Mutual European Equity | 10.4% |
Old Mutual Asian Select | 10.0% |
Old Mutual UK Dynamic Equity | 9.8% |
Old Mutual UK Equity Income | 8.7% |
Old Mutual Dynamic Bond | 8.6% |
Old Mutual Global Strategic Bond | 8.6% |
Old Mutual Japanese Select | 3.0% |
Key | % Net Assets |
---|---|
Old Mutual North American Equity | 13.0% |
Old Mutual UK Select Equity | 11.6% |
Old Mutual Global Equity Absolute Return | 10.6% |
Old Mutual European Equity | 10.4% |
Other | 54.4% |
Date | 13-Mar-2020 |
---|---|
NAV | 5,281.11p |
Currency | GBP |
Change | -117.89p |
% | -2.18% |
YTD change | 5,281.11p |
YTD % | n/a |
Fund Inception | 01/11/1985 |
---|---|
Fund Manager | Andrew Tunks |
TER | 1.65 (18-Nov-2013) |
Minimum Investment | |
---|---|
Initial | £1000 |
Additional | n/a |
Savings | £250 |
Charges | |
---|---|
Initial | 4.00% |
Annual Mang't | 0.75% |
Exit | n/a |
Name | % |
---|---|
No risk data available. |
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