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Old Mutual JPM US Growth Advantage A Acc

Ranked 45 out of 280 in - US over 12 months
All calculations are in GBP unless stated

Objective

To achieve capital growth. The Fund’s investment policy is to invest the assets of the Fund in companies domiciled in North America or which have significant North American operations. These include smaller and emerging growth companies, those with potential for merger or takeover, those with new management recovery situations and exploration companies. There will be no particular specialisation. The select investment approach means that the Fund has the flexibility to take significant stock and sector positions which may lead to increased levels of volatility.

Showing fund performance in United Kingdom View performance globally

Performance

US over : 31/03/2017 - 31/03/2018
  • Rank 45/280 Total Return
  • Rank 253/280 Standard Deviation
  • Rank 167/280 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -3.1%
2017 15.8% 5.8% -0.9% 2.7% 7.4%
2016 30.1% -0.2% 6.7% 10.0% 11.0%
2015 6.0% 6.2% -5.4% -5.8% 12.0%
2014 13.0% -0.4% 2.7% 5.3% 5.0%
2013 0.5% 2.7% 6.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date01/03/2013
  • Share Class size22Mn
  • Base currencyGBP
  • ISIN GB00B9C2WM22

Purchase Info

  • Min. initial investment5Mn
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment5

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