|Bid Price||GBX 6,192.38||Offer Price||GBX 6,212.33|
|Mid Price||-||Day Change||GBX +2.74 (0.04%)|
|Price Date||23 Nov 2017||Crown Rating|
|Shares Class||Inc.||Yield||1.69 %|
|Total Expense Ratio||0.00||Fund Size||192,300,000.00|
|Launch Date||25/11/1985||Standard Initial Charge (%)||0.00|
|Annual Management Charge (%)||0.25||Sector||IMA UK Equity Income|
|Min Investment (£)||5,000,000.00||Total Expense Ratio (%)||0.00|
|ISIN||GB00B1XG9K40||Min TopUp (£)||150,000.00|
The fund aims 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 fund may invest in.
Anthony joined Old Mutual in 2000 and is a co-investment director of the multi-asset unit. In 2007, Anthony became a global bond portfolio manager having been a fixed income research analyst since 2006. Prior to focusing on fixed income, Anthony’s areas of coverage included multi-asset, Nordic equities and quantitative US equity and fixed income research. Anthony is a CFA charterholder and has over 15 years of investment experience.
Lee joined Old Mutual in 2005 and manages high-alpha and multi-asset strategies at Old Mutual Global Investors. He was previously co-head of equity research. Lee is the author of the book The Art of Execution: How the world’s best investors get it wrong and still make millions. Prior to joining Old Mutual, Lee worked at Schroders and Winterthur, and in private client wealth management. In total, he has over 15 years’ investment experience. Lee has an LL.B (hons) law degree from Nottingham Trent University.