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Old Mutual Voyager Diversified A GBP

Ranked 338 out of 339 in - Balanced GBP over 12 months
All calculations are in GBP unless stated

Managed by

Lee Freeman-Shor

Lee Freeman-Shor was born in Nottingham in 1974 and graduated from Nottingham Trent University with a Bachelor of Law degree. He started his career in 1999 as an independent investment consultant at Chiltern Financial Services Ltd and in 2001 he joined Alexander Hall Associates where he was the head of investments. Lee joined Winterthur Life UK Ltd in 2002 where he was an investment development manager before joining Skandia Investment Group in 2005 where he was the co-head of equity research and is currently a fund manager. He holds the Financial Planning Cerificate from the Chartered Insurance Institute and also holds the Investment Management Certificate from the UK Society of Investment Professionals. Outside of fund management he enjoys tennis and the cinema and theatre.

Anthony Gillham

Objective

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

Showing fund performance in United Kingdom View performance globally

Performance

Balanced GBP over : 30/06/2015 - 30/06/2016
  • Rank 338/339 Total Return
  • Rank 238/339 Standard Deviation
  • Rank 338/339 Max Drawdown

Total Return

Quarterly Performance

to 30/06/2016 Annual Q1 Q2 Q3 Q4
2016 -2.5% 1.5%
2015 -4.5% 3.4% 0.2% -10.4% 2.8%
2014 -1.2% 0.3% 0.2% -0.7% -0.9%
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 8.2% 2.0% 3.6%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

29/02/2016

Top 10 Holdings

Stock Size
Old Mutual Voyager Global Dynamic Equity A GBP 19.01
Cash and Cash Equivalents 16.93
Goldman Sachs Sterling Liquid Reserves Inst Acc 6.71
Old Mutual Bond 1 A GBP Inc 4.49
Old Mutual Equity 2 A GBP 4.21
Old Mutual UK Alpha R Acc 4.05
Old Mutual Equity 1 A GBP 4.01
Old Mutual WoodFord Equity Income U2 GBP Inc 3.87
Old Mutual Bond 3 A GBP 3.74
Melchior Selected Tr Eur Enh Abs Ret I2 GBP H Acc 3.40
29/02/2016

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date14/02/2003
  • Share Class size90Mn
  • Base currencyGBP
  • ISIN GB0032763921

Purchase Info

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

Charges

  • Annual management1.25%
  • Initial investment5

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