Quick Stats

Bid Price - Offer Price -
Mid Price GBX 150.00 Day Change GBX +0.60 (0.40%)
Price Date 16 Jan 2018 Crown Rating 2
Shares Class Inc. Yield 1.25 %
Total Expense Ratio 0.00 Fund Size 80,166,190.11
Launch Date 27/02/2014 Standard Initial Charge (%) 0.00
Currency GBX ISA Eligible No
Annual Management Charge (%) 0.45 Sector IMA UK Equity Income
Min Investment (£) 100,000,000.00 Total Expense Ratio (%) 0.00
ISIN GB00BJ629W78 Min TopUp (£) 500,000.00

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 Global Investors as head of UK equities in June 2013, and was appointed as chief executive in August 2015. He was previously at Schroders, where he managed the Schroder UK Alpha Plus Fund for over 10 years. Prior to Schroders he spent more than 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 degree in English language and literature from the University of Oxford.
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 joined Old Mutual Global Investors as head of emerging market debt in 2015. He 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 before joining Chancellor LGT Asset Management in 1994. John began specialising in managing dedicated emerging market (external and local) debt assets when he joined Standish Mellon Asset Management in 1997, before moving to Acadian Asset Management in 2007 to assist in the launch of an emerging market local currency debt product.
Anthony Gillham
Anthony joined Old Mutual in 2000 and is a co-investment director of the multi-asset unit. In 2007, Anthony became a global bond portfolio manager having been a fixed income research analyst since 2006. Prior to focusing on fixed income, Anthony’s areas of coverage included multi-asset, Nordic equities and quantitative US equity and fixed income research. Anthony is a CFA charterholder and has over 15 years of investment experience.