Quick Stats

Bid Price - Offer Price -
Mid Price GBX 121.30 Day Change GBX -0.30 (-0.25%)
Price Date 7 Jul 2017 Crown Rating 1
Shares Class Inc. Yield 1.17 %
Total Expense Ratio 0.00 Fund Size 60,700,753.70
Launch Date 28/04/2008 Standard Initial Charge (%) 5.00
Currency GBX ISA Eligible No
Annual Management Charge (%) 0.35 Sector IMA UK Equity Income
Min Investment (£) 250,000,000.00 Total Expense Ratio (%) 0.00
ISIN GB00BJ38GN89 Min TopUp (£) 1,000,000.00

Fund Objective

To achieve long-term capital growth by investing in a diversified range of asset classes. The risk profile of the Fund is aggressive with a significant exposure, 70% to 90%, to equities.

Fund Managers

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.