Quick Stats

Bid Price - Offer Price -
Mid Price USX 48.31 Day Change USX -0.15 (-1.12%)
Price Date 23 Jun 2016 Crown Rating 1
Shares Class Inc. Yield 0.18 %
Total Expense Ratio 2.39 Fund Size 190,854,787.48
Launch Date 09/04/2010 Standard Initial Charge (%) 5.00
Currency USX ISA Eligible No
Annual Management Charge (%) 1.50 Sector IMA UK Equity Income
Min Investment (£) 100,000.00 Total Expense Ratio (%) 2.39
ISIN GB00B5B83P37 Min TopUp (£) 10,000.00

Fund Objective

The Fund aims to provide investors with long term capital growth through investment in a diversified range of asset classes, with a bias towards equities.

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.