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Old Mutual World Equity A USD

Ranked 784 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

The objective of the Old Mutual World Equity Fund is to seek to achieve asset growth through investment in a well-diversified portfolio of securities of issuers worldwide. It is not proposed to concentrate investments in any one geographical region, industry or sector. The securities in which the Old Mutual World Equity Fund may invest shall include ordinary shares or common stock, ADRs, GDRs, preference shares and warrants, provided that any investment in warrants shall not comprise more than 5 per cent. of the Net Asset Value of the Old Mutual World Equity Fund.

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

Performance

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

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 7.0% 4.0% 5.7%
2016 7.8% -1.4% -1.9% 6.1% 5.0%
2015 2.3% 3.9% 0.5% -8.8% 7.5%
2014 7.0% 2.2% 3.5% -1.6% 2.7%
2013 25.1% 4.8% 0.2% 10.3% 8.0%
2012 10.1% 11.6% -10.1% 6.7% 2.8%
2011 -10.9% 5.0% -0.7% -19.7% 6.4%
2010 12.3% 3.5% -13.3% 14.3% 9.5%
2009 29.6% -12.1% 21.1% 17.2% 3.9%
2008 -45.0% -12.9% -1.0% -19.7% -20.7%
2007 11.3% 2.0% 8.1% 2.8% -1.8%
2006 22.1% 8.1% -1.3% 4.3% 9.7%
2005 16.0% -2.6% 2.6% 9.3% 6.3%
2004 12.6% 4.6% -1.6% -1.5% 11.2%
2003 25.0% -3.6% 13.9% 4.6% 8.9%
2002 -25.9% -2.9% -11.9% -18.2% 5.8%
2001 -17.7% -16.5% 2.8% -19.2% 18.6%
2000 -12.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Chile
  4. Denmark
  5. Finland
  6. France
  7. Germany
  8. Hong Kong
  9. Ireland
  10. Luxembourg
  11. Macau
  12. Netherlands
  13. Norway
  14. Peru
  15. Singapore
  16. South Africa
  17. Spain
  18. Sweden
  19. Switzerland
  20. Taiwan
  21. United Kingdom

Fund Info

  • Launch date13/09/2000
  • Share Class size234Mn
  • Base currencyUSD
  • ISIN IE0005263466

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).