Quick Stats

Bid Price - Offer Price -
Mid Price USX 151.40 Day Change USX +-0.30 (1.50%)
Price Date 15 Nov 2018 Crown Rating 1
Shares Class Inc. Yield 0.01 %
Total Expense Ratio 2.01 Fund Size 488,652,700.00
Launch Date 27/03/2009 Standard Initial Charge (%) 5.00
Currency USX ISA Eligible No
Annual Management Charge (%) 1.50 Sector Global
Min Investment (£) 50,000.00 Total Expense Ratio (%) 2.01
ISIN GB00B62GKS56 Min TopUp (£) 10,000.00

Fund Objective

To provide long term capital growth predominantly through investment in global equities.

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.