Old Mutual Foundation 3 O Hedged Ac
|Bid Price||-||Offer Price||-|
|Mid Price||USX 114.60||Day Change||USX -0.30 (-2.85%)|
|Price Date||17 Jan 2017||Crown Rating|
|Shares Class||Inc.||Yield||1.41 %|
|Total Expense Ratio||0.00||Fund Size||11,771,322.63|
|Launch Date||27/02/2014||Standard Initial Charge (%)||5.00|
|Annual Management Charge (%)||1.25||Sector||IMA UK Equity Income|
|Min Investment (£)||1,000.00||Total Expense Ratio (%)||0.00|
|ISIN||GB00BJ629F04||Min TopUp (£)||500.00|
The Fund aims to achieve an annual return of 3% above inflation over rolling five year periods. Notwithstanding that the Fund aims to deliver a positive annual return over rolling five year periods, any capital invested is, in fact, at risk and there is no guarantee that a positive annual return will be generated over such specified period.
Richard joined Old Mutual as Head of UK Equities in June 2013. He was previously Head of UK Equities at Schroders, where he managed the Schroders UK Alpha Plus Fund for over 10 years. Prior to Schroders he spent over a decade at Baring Asset Management, having commenced his investment career in 1985 at Brown Shipley Asset Management. Richard was awarded the Outstanding Contribution to the Industry Honour at the Morningstar OBSR Awards in 2012 and has a BA in English Language and Literature from Oxford University (1985).