Quick Stats

Bid Price - Offer Price -
Mid Price GBX 45.98 Day Change GBX -0.07 (-0.15%)
Price Date 21 Jun 2016 Crown Rating
Shares Class Inc. Yield 0.45 %
Total Expense Ratio 0.00 Fund Size 2,961,617.48
Launch Date 30/06/2015 Standard Initial Charge (%) 5.00
Currency GBX ISA Eligible No
Annual Management Charge (%) 1.25 Sector IMA UK Equity Income
Min Investment (£) 100,000.00 Total Expense Ratio (%) 0.00
ISIN GB00BY4K7022 Min TopUp (£) 10,000.00

Fund Objective

To provide long term capital growth through investment in a diversified range of asset classes. The Fund will have a bias towards asset classes that under normal market conditions demonstrate lower price volatility compared 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.