Quick Stats

Bid Price GBX 187.02 Offer Price GBX 187.33
Mid Price - Day Change GBX +0.11 (0.06%)
Price Date 16 Oct 2017 Crown Rating 5
Shares Class Inc. Yield 0.66 %
Total Expense Ratio 0.00 Fund Size 718,540,000.00
Launch Date 15/07/1998 Standard Initial Charge (%) 0.00
Currency GBX ISA Eligible No
Annual Management Charge (%) 0.60 Sector IMA UK Equity Income
Min Investment (£) 250,000,000.00 Total Expense Ratio (%) 0.00
ISIN GB00BHBX7X89 Min TopUp (£) 1,000,000.00

Fund Objective

To achieve long term capital growth through the active management of a diversified portfolio invested primarily in a broad range of global equities.

Fund Managers

Ian Heslop
Ian became the manager of Global Technology at Old Mutual Asset Managers (OMAM) in January 2002. Prior to this he was US Technology and Biotechnology Fund Manager at Gerrard. He joined the company in 2000 from Barclays Global Investors where he was UK Quantitative Fund Manager. Ian has a degree in Chemistry from Oxford University and a Ph.D. in Medicinal Chemistry from Edinburgh University.
Mike Servent
Mike joined the Global Equity team at Old Mutual Global Investors in November 2004. He is a fund manager, and as Head of Systems is responsible for maintaining the investment platform and systems employed by the team. Prior to joining Old Mutual Global Investors, he was a senior consultant at Barra International, specialising in the implementation of multi-asset class risk systems. Prior to this he spent five years with COR Risk Solutions, developing financial modelling software. Mike has over 14 years of experience in the industry.
Amadeo Alentorn
Amadeo Alentorn is a part of the Quantitative Strategies desk, where they run a variety of mandates, ranging from global equity market neutral hedge funds to regional long only equity funds. His current role mainly consists of managing the research team, and conducting research into new ideas and models. As part of his role he also get involved in portfolio management and client meetings. One great thing about our team is the close interaction between research, portfolio management and systems, which enables them to gain exposure to the entire quantitative investing life cycle, from idea generation to research, implementation and trading. Overall, it's a very enjoyable and stimulating work environment. He joined OMAM in 2005, while finishing his PhD in Computational Finance at CCFEA, in the University of Essex. Coming from an academic background, one aspect that attracted him to OMAM's Quantitative Strategies team was its rigorous approach to research and the close links with academia, which gives him the opportunity to work alongside some of the top professors in finance. Prior to his career at OMAM, he collaborated with the Bank of England in several research projects, and worked for four years in software development. He have a BEng in Robotics from the University of Plymouth and an MSc in Computer Science from the University of Essex.