Quick Stats

Bid Price - Offer Price -
Mid Price USX 101.20 Day Change USX -0.20 (-0.60%)
Price Date 16 Nov 2018 Crown Rating 1
Shares Class Inc. Yield 2.06 %
Total Expense Ratio 1.52 Fund Size 51,591,354.74
Launch Date 03/11/2003 Standard Initial Charge (%) 5.00
Currency USX ISA Eligible No
Annual Management Charge (%) 0.80 Sector Sterling Strategic Bond
Min Investment (£) 1,000.00 Total Expense Ratio (%) 1.52
ISIN GB00B6759C44 Min TopUp (£) 500.00

Fund Objective

To provide long-term total return from capital growth and income.

Fund Managers

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.