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Old Mutual Voyager Diversified A GBP

Ranked 329 out of 330 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 : 30/04/2015 - 30/04/2016

Total Return

Quarterly Performance

to 31/03/2016 Annual Q1 Q2 Q3 Q4
2016 -2.5%
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

31/12/2015

Top 10 Holdings

Stock Size
Old Mutual Voyager Global Dynamic Equity A GBP 21.53
GBP Cash 13.94
Old Mutual Equity 1 A GBP 4.70
Old Mutual Bond 1 A GBP Inc 4.50
Artemis UK Select I Acc 4.44
Old Mutual Equity 2 A GBP 4.05
Old Mutual UK Alpha R Acc 3.99
Old Mutual Bond 3 A GBP 3.67
Melchior Selected Tr Eur Enh Abs Ret I2 GBP H Acc 3.16
JPM Income Opportunity Plus A (perf) Dis GBP Hgd 2.90
31/12/2015

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date14/02/2003
  • Share Class size93Mn
  • 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).