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Old Mutual North American Equity

Ranked 156 out of 882 in - US 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 North American stock markets.

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

Performance

US over : 30/11/2016 - 30/11/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 6.3% 2.0% 5.4%
2016 13.8% 0.4% -0.8% 6.8% 7.0%
2015 0.9% 3.2% -1.3% -8.9% 8.9%
2014 15.7% 1.5% 5.5% 1.9% 6.0%
2013 41.9% 13.7% 4.3% 9.4% 9.3%
2012 10.7% 11.3% -6.3% 7.0% -0.8%
2011 4.6% 6.4% 2.3% -11.3% 8.4%
2010 17.8% 5.7% -12.3% 11.0% 14.4%
2009 26.7% -11.2% 17.3% 15.1% 5.6%
2008 -43.9% -11.6% 2.6% -18.6% -24.1%
2007 2.1% 3.5% 6.9% -0.7% -7.2%
2006 16.9% 8.0% -2.6% 1.6% 9.4%
2005 8.9% -0.2% 3.8% 4.0% 1.1%
2004 11.3% 2.0% -0.6% -1.3% 11.2%
2003 32.2% -1.0% 15.5% 2.1% 13.2%
2002 -22.9% 0.1% -13.9% -16.2% 6.8%
2001 -12.9% -14.2% 8.6% -19.3% 15.8%
2000 -12.5% 1.2% -5.0% -0.4% -8.6%
1999 25.4% 6.0% 8.3% -7.2% 17.6%
1998 36.6% 16.2% 10.2% -11.7% 20.9%
1997 25.2% 4.9% 13.4% 6.6% -1.3%
1996 42.7% 8.9% 3.3% 7.6% 18.0%
1995 -2.5%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/06/2017

Top 10 Holdings

Stock Size
Alphabet Inc ORD 2.13
Apple Inc ORD 1.89
3M Co ORD 1.51
Wal-Mart Stores Inc ORD 1.48
UnitedHealth Group Inc ORD 1.47
Texas Instruments Inc ORD 1.31
Adobe Systems Inc ORD 1.28
Applied Materials Inc ORD 1.28
Prudential Financial Inc ORD 1.24
GBP Cash 1.23
30/06/2017

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date06/04/1985
  • Share Class size157Mn
  • Base currencyGBP
  • ISIN GB00B1XG7P54

Purchase Info

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

Charges

  • Annual management1.50%
  • Initial investment4

Related News

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