Register to get unlimited access to Citywire’s fund manager database. Registration is free and only takes a minute.

Old Mutual Voyager Global Dynamic Equity A GBP

Ranked 499 out of 546 in - Global 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 long-term capital growth predominantly through investment in global equities.

Showing fund performance in United Kingdom View performance globally

Performance

Global over : 31/07/2015 - 31/07/2016

Total Return

Quarterly Performance

to 30/06/2016 Annual Q1 Q2 Q3 Q4
2016 -1.0% 4.1%
2015 -5.4% 7.4% -2.2% -16.4% 7.7%
2014 2.8% -2.0% 1.2% 0.7% 2.9%
2013 14.2% 10.5% -3.1% 3.6% 3.0%
2012 13.8% 9.4% -7.5% 5.1% 6.9%
2011 -14.2% 0.6% -0.9% -18.6% 5.7%
2010 17.8% 8.8% -10.3% 8.8% 11.0%
2009 10.1% 23.0% 4.2%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/05/2016

Top 10 Holdings

Stock Size
Schroder US Mid Cap Z Acc 4.63
Old Mutual Global Equity Income (IRL) R GBP Inc 4.53
Pershing Square Holdings Ltd ORD 2.57
Tencent Holdings Ltd ORD 1.39
Taiwan Semiconductor Manufacturing Co Ltd ORD 0.90
AIA Group Ltd ORD 0.82
Citigroup Inc ORD 0.64
China Mobile Ltd ORD 0.63
Techtronic Industries Co Ltd ORD 0.61
Nippon Telegraph and Telephone Corp ORD 0.59
31/05/2016

Registered For Sale In

  1. Germany
  2. United Kingdom

Fund Info

  • Launch date27/03/2009
  • Share Class size653Mn
  • Base currencyGBP
  • ISIN GB00B55N9343

Purchase Info

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

Charges

  • Annual management1.50%
  • Initial investment5

Related News

Skandia’s Ventre trims high yield and may raise commodities exposure

Skandia’s John Ventre has reduced his exposure to high-yield European bonds and is considering filling the gap with an increased allocation to commodities.

Novia adds SIG funds to platform

Wrap Novia has added 17 Skandia Investment Group funds to the platform, including its Spectrum range of six risk-rated funds.

When manager rhetoric reveals a fundamental market shift

When leading fund managers take stances out of the ordinary, something fundamental must be afoot, writes John Ventre of Skandia Investment Group.

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