Quick Stats

Bid Price - Offer Price -
Mid Price GBX 131.20 Day Change GBX +0.10 (0.08%)
Price Date 21 Sep 2017 Crown Rating 1
Shares Class Inc. Yield 0.93 %
Total Expense Ratio 0.00 Fund Size 444,607,764.06
Launch Date 27/02/2014 Standard Initial Charge (%) 5.00
Currency GBX ISA Eligible No
Annual Management Charge (%) 1.00 Sector IMA UK Equity Income
Min Investment (£) 1,000.00 Total Expense Ratio (%) 0.00
ISIN GB00BJ629L63 Min TopUp (£) 500.00

Fund Objective

The Fund aims to achieve an annual return of 4% above inflation over rolling seven year periods. Notwithstanding that the Fund aims to deliver a positive annual return over rolling seven 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.

Fund Managers

Richard Buxton
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).
Christine Johnson
Christine Johnson is Head of Fixed Income at OMGI. Christine joined Old Mutual in September 2010 from Halbis Capital Management (formerly HSBC Asset Management), where she was a senior fixed income fund manager, initially focusing on sterling credit before also managing global portfolios. She moved to Halbis from Investec Asset Management, which she joined as a high yield credit analyst, becoming a high yield fixed income fund manager a year later. She began her asset management career as a credit analyst at Royal & Sun Alliance Investment Management, having previously been a relationship manager at NatWest Bank. Christine has a BA in Economics from Manchester University.
John Peta
John Peta joined OMGI as Head of Emerging Market Debt in March 2015. John brings a wealth of industry knowledge and experience to the business. John previously worked at Threadneedle Asset Management, London where he was Fund Manager, Head of Emerging Market Debt since 2012. John started his career in Fixed Income in 1987 at Merrill Lynch, Seattle, before joining Chancellor LGT Asset Management, San Francisco in 1994. John began specialising in managing dedicated emerging market (external and local) debt assets when he joined Standish Mellon Asset Management, Boston in 1997, moving to Acadian Asset Management, Boston in 2007 to assist in the launch of an emerging market local currency debt product.
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.