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Old Mutual Managed A Acc

Ranked 141 out of 223 in - Aggressive GBP over 12 months
All calculations are in GBP

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 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 fund may invest in.

Performance

Aggressive GBP over : 31/07/2014 - 31/07/2015

Total Return

Quarterly Performance

to 30/06/2015 Annual Q1 Q2 Q3 Q4
2015 5.3% -2.5%
2014 5.3% 2.0% 0.1% 0.3% 2.8%
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 5.3%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/04/2015

Top 10 Holdings

Stock Size
Old Mutual UK Alpha X Acc 9.94
Old Mutual Global Strategic Bond A Inc 9.65
Old Mutual Monthly Income Bond A Inc 6.83
Old Mutual North American Equity A Acc 6.25
Old Mutual Asia Pacific A Acc 6.17
Old Mutual European Equity (ex UK) A Acc 5.79
GBP Cash 5.74
Old Mutual Global Equity Abs Return GBP R Acc Hdgd 5.35
United Kingdom 0.000% 06-Jul-2015 4.94
Old Mutual UK Equity Income A Inc 4.81
30/04/2015

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date25/11/1985
  • Share Class size51Mn
  • Base currencyGBP
  • ISIN GB00B1XG7V15

Purchase Info

  • Min. initial investment1,000
  • Min. additional investment0

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).