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Old Mutual Managed A Acc

Ranked 178 out of 250 in - Aggressive over 12 months
All calculations are in GBP

Managed by

Stewart Cowley

Stewart Cowley is a man with many strings to his bow. The multi-talented Cowley is also an accomplished orchestral musician and is the author of six children’s books. Cowley was head of global fixed interest at Invesco Asset Management from 1993-1995 before joining Hill Samuel Asset Management as head of global fixed interest and joint CIO. He was appointed director of investment management (fixed income) at Newton in 2000, and joined Old Mutual Asset Managers in early 2009. He now takes charge of the Old Mutual Dynamic and Global Strategic Bond funds.

Objective

To provide long term capital growth through the active management of a diversified portfolio. It will invest primarily, either directly or indirectly, in bond and equity investments, generally by investing in other Old Mutual collective investment schemes. There are no specific restrictions as to the economic sectors or geographic regions that the scheme may invest in.

Performance

Aggressive over : 31/08/2013 - 31/08/2014

Total Return

Quarterly Performance

to 29/08/2014 Annual Q1 Q2 Q3 Q4
2014 2.7% 2.0% 0.1% 0.6%
2013 20.7% 11.0% 2.1% 2.2% 4.2%
2012 15.3% 8.7% -3.0% 5.6% 3.6%
2011 -4.9% 1.3% 1.0% -11.4% 4.7%
2010 14.9% 6.5% -8.1% 9.6% 7.0%
2009 25.9% -7.1% 12.3% 19.1% 1.3%
2008 -27.0% -7.8% -1.9% -11.6% -8.8%
2007 4.2% 3.4% 4.3% -0.9% -2.4%
2006 16.2% 9.3% -4.4% 3.1% 7.9%
2005 26.0% 3.9% 4.7% 8.6% 6.6%
2004 9.6% 0.6% 0.2% 1.6% 7.0%
2003 16.8% -2.8% 11.0% 2.0% 6.1%
2002 -26.3% 0.1% -12.4% -17.2% 1.5%
2001 -14.9% -9.9% 1.2% -15.1% 10.0%
2000 -5.9% 3.1% -3.6% 1.7% -6.9%
1999 35.1% 6.8% 1.0% -4.1% 30.7%
1998 16.5% 12.9% 2.1% -12.3% 15.2%
1997 20.3% 5.3% 5.8% 10.4% -2.2%
1996 14.5% 3.2% 2.3% 4.8% 3.5%
1995 6.4% 1.0% 5.3%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/07/2014

Top 10 Holdings

Stock Size
Old Mutual Global Strategic Bond A Inc 12.37
United Kingdom 0.000% 18-Aug-2014 8.19
Old Mutual Global Equity Abs Return GBP R Acc Hdgd 7.11
Old Mutual Asia Pacific A Acc 7.00
United Kingdom 0.000% 04-Aug-2014 6.83
Old Mutual Monthly Income Bond A Inc 6.28
Old Mutual UK Equity Income A Inc 5.99
United Kingdom 0.000% 28-Jul-2014 5.46
Old Mutual UK Equity A Inc 5.46
Old Mutual North American Equity A Acc 5.36
30/06/2014

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date28/11/1985
  • Share Class size60Mn
  • Base currencyGBP
  • ISIN GB00B1XG7V15

Purchase Info

  • Min. initial investment1,000
  • Min. additional investment250

Charges

  • Annual management0.8%
  • Initial investment4

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