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Old Mutual Voyager Diversified A GBP

Ranked 283 out of 349 in - Balanced over 12 months
All calculations are in GBP

Managed by

John Ventre

Objective

The Fund aims to provide investors with long-term capital growth through investment in a diversified range of asset classes.

Performance

Balanced over : 31/07/2013 - 31/07/2014

Total Return

Quarterly Performance

to 31/07/2014 Annual Q1 Q2 Q3 Q4
2014 1.3% 0.3% 0.2% 0.8%
2013 9.7% 7.0% -1.7% 2.5% 1.8%
2012 12.2% 7.8% -5.3% 5.2% 4.4%
2011 -5.6% 1.5% 0.2% -11.3% 4.7%
2010 12.7% 6.0% -6.2% 8.2% 4.8%
2009 18.5% -6.5% 7.7% 15.4% 2.0%
2008 -13.6% -4.9% -3.0% -5.7% -0.7%
2007 0.4% 0.5% -0.4% 0.2% 0.1%
2006 5.3% 3.7% -3.3% 2.7% 2.2%
2005 15.3% 1.2% 4.4% 4.8% 4.1%
2004 6.4% 1.1% -0.4% 2.0% 3.7%
2003 14.8% 0.5% 8.2% 2.0% 3.6%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/08/2011

Top 10 Holdings

Stock Size
Old Mutual Voyager Global Dynamic Equity A GBP 30.79
Old Mutual Bond 2 A GBP 6.61
Old Mutual Bond 3 A GBP 5.13
Old Mutual Equity 2 A GBP 5.04
Old Mutual Equity 1 A GBP 3.93
M&G Optimal Income A Inc 3.76
Old Mutual Bond 1 A GBP Inc 3.54
Old Mutual UK Strategic Best Ideas A GBP 3.51
Old Mutual UK Alpha R Acc 3.48
Old Mutual UK Equity Acc 3.40
30/06/2012

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date14/02/2003
  • Share Class size208Mn
  • Base currencyGBP
  • ISIN GB0032763921

Purchase Info

  • Min. initial investment100,000
  • Min. additional investment5,000

Charges

  • Annual management1.3%
  • Initial investment5

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