Quick Stats

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 2
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
Currency GBX ISA Eligible No
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

Fund Objective

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.

Fund Managers

Anthony Gillham
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 Freeman-Shor
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.