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Old Mutual Global Equity

Ranked 588 out of 2985 in - Global 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

To achieve long term capital growth through the active management of a diversified portfolio invested primarily in a broad range of global equities

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

Performance

Global over : 30/11/2016 - 30/11/2017
  • Rank 588/2985 Total Return
  • Rank 1328/2985 Standard Deviation
  • Rank 925/2985 Max Drawdown

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 7.4% 3.5% 6.2%
2016 9.2% -1.2% -2.2% 7.5% 5.2%
2015 2.3% 4.1% 0.4% -8.9% 7.4%
2014 8.2% 2.8% 4.4% -2.0% 2.9%
2013 41.8% 13.0% 3.2% 11.5% 9.1%
2012 18.1% 14.0% -8.5% 10.5% 2.5%
2011 -4.6% 5.0% 1.5% -15.0% 5.4%
2010 16.4% 4.6% -13.8% 13.5% 13.8%
2009 27.6% -12.5% 21.1% 15.8% 4.0%
2008 -45.4% -10.7% 3.8% -22.8% -23.7%
2007 3.2% 3.7% 7.1% -0.1% -6.9%
2006 23.4% 8.6% -0.3% 3.0% 10.7%
2005 11.6% 0.2% 2.7% 6.5% 1.8%
2004 16.4% 4.1% 0.0% 0.2% 11.6%
2003 36.5% -3.3% 17.5% 5.3% 14.0%
2002 -17.3% 0.9% -7.7% -16.1% 5.8%
2001 -14.4% -12.9% 4.4% -16.1% 12.1%
2000 -13.4% -1.2% -3.9% -3.9% -5.1%
1999 19.2% 2.3% 4.2% -3.1% 15.4%
1998 21.3%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/06/2017

Top 10 Holdings

Stock Size
GBP Cash 1.76
Apple Inc ORD 1.38
Alphabet Inc ORD 1.21
UnitedHealth Group Inc ORD 0.91
Facebook Inc ORD 0.87
3M Co ORD 0.83
Philip Morris International Inc ORD 0.83
Wal-Mart Stores Inc ORD 0.80
NVIDIA Corp ORD 0.77
Alphabet Inc ORD 0.73
30/06/2017

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date15/07/1998
  • Share Class size59Mn
  • Base currencyGBP
  • ISIN GB00B1XG7H70

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment250

Charges

  • Annual management1.50%
  • Initial investment4

Related News

Brazil unlikely to benefit from Olympic fervor, says Old Mutual

Old Mutual Global Investor's Ian Heslop discusses the effect of major sporting events on equity market performance.

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