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Old Mutual Global Equity Income (IRL) A USD Inc

Ranked 12 out of 209 in - Global Equity Income over 12 months
All calculations are in USD unless stated

Managed by

Amadeo Alentorn

Amadeo Alentorn joined Old Mutual in 2005. He is a fund manager in the global equities team, and is also responsible for directing the quantitative research programme. He has extensive experience in investment, quantitative research and software development. Prior to joining Old Mutual, he developed simulation models for systemic and liquidity risk at the Bank of England (2004-2005), and worked as a software developer for CAD systems (2001-2004) and for robotic applications (1998-1999). Amadeo holds a BEng in Robotics (2000) from the University of Plymouth, an MSc in Computer Science (2001) and a PhD in Computational Finance (2006) from the University of Essex. During his doctoral research he developed a new option pricing model based on extreme value theory. He is a CFA charterholder.

Ian Heslop

Ian Heslop was born in South Shields in the United Kingdom in the early seventies. He holds a BA in chemistry from Oxford University and a PhD in medicinal chemistry from Edinburgh University. He started his career in the financial industry in 1997 when he joined Barclays Global Investors. After three years he then joined Old Mutual Asset Management is currently head of quantitative strategies. Ian is a member of ASIP and outside of fund management he likes to unwind by playing squash and football.

Mike Servent

Mike Servent joined OMGI in November 2004 from Barra International where he was a senior consultant specialising in the implementation of multi asset-class risk systems. Prior to this he spent five years with COR Risk Solutions, which developed optimisation, backtesting and modelling software. At COR he worked as commercial development manager as well as undertaking research projects with various clients. Mike has an MA in physics from Oxford University.

Objective

The investment objective of the Old Mutual Global Equity Income Fund (IRL) is to seek to achieve a total return through a combination of income and capital growth. The Old Mutual Global Equity Income Fund (IRL) will seek to achieve its investment objective by investing in a diversified portfolio of predominantly (i.e. not less than 70% of its Net Asset Value) equities of issuers worldwide. The Old Mutual Global Equity Income Fund (IRL) investments shall include securities of issuers in Emerging Markets or of issuers established outside of Emerging Markets, which have a predominant proportion of their assets or business operations in Emerging Markets and which are listed, traded or dealt in on a Regulated Market worldwide. The Investment Adviser will not concentrate investments on any one industry or sector.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

Global Equity Income over : 30/11/2016 - 30/11/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 7.3% 3.5% 7.5%
2016 9.7% 2.0% -2.2% 5.9% 3.9%
2015 5.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Germany
  3. Hong Kong
  4. Ireland
  5. Luxembourg
  6. Netherlands
  7. Singapore
  8. Spain
  9. Sweden
  10. Switzerland
  11. United Kingdom

Fund Info

  • Launch date31/07/2015
  • Share Class size00Mn
  • Base currencyUSD
  • ISIN IE00BYM85152

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment6.25

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD).