Old Mutual Foundation 5 R Acc GBP

Quick Stats

Bid Price - Offer Price -
Mid Price GBX 135.00 Day Change GBX 0.00 (0.00%)
Price Date 24 May 2017 Crown Rating
Shares Class Inc. Yield 1.14 %
Total Expense Ratio 0.00 Fund Size 76,924,057.12
Launch Date 27/02/2014 Standard Initial Charge (%) 5.00
Currency GBX ISA Eligible No
Annual Management Charge (%) 0.50 Sector IMA UK Equity Income
Min Investment (£) 5,000,000.00 Total Expense Ratio (%) 0.00
ISIN GB00BJ629V61 Min TopUp (£) 100,000.00

Fund Objective

The Fund aims to achieve an annual return of 5% above inflation over rolling ten year periods. Notwithstanding that the Fund aims to deliver a positive annual return over rolling ten 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).