Quick Stats

Bid Price - Offer Price -
Mid Price GBX 117.10 Day Change GBX -0.20 (-0.17%)
Price Date 7 Jul 2017 Crown Rating 1
Shares Class Inc. Yield 1.51 %
Total Expense Ratio 0.00 Fund Size 417,782,829.36
Launch Date 28/04/2008 Standard Initial Charge (%) 5.00
Currency GBX ISA Eligible No
Annual Management Charge (%) 0.45 Sector IMA UK Equity Income
Min Investment (£) 100,000,000.00 Total Expense Ratio (%) 0.00
ISIN GB00B8HV1194 Min TopUp (£) 1,000,000.00

Fund Objective

To achieve long-term capital growth by investing in a diversified range of asset classes. The risk profile of the Fund is broadly balanced, with between 40% to 60% invested in equities and the remainder in more defensive asset classes.

Fund Managers

Anthony Gillham
Anthony Gillham joined Old Mutual in 2000 and is a fixed income portfolio manager within our multi-manager team. In 2007, Anthony became a portfolio manager focussing on global fixed income having been dedicated to qualitative manager research in fixed income since 2006 and quantitative manager research in fixed income prior to that. Anthony is a CFA Charterholder and holds the Investment Management Certificate.