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Old Mutual World Equity A USD

Ranked 59 out of 610 in - Global over 12 months
All calculations are in GBP unless stated

Managed by

Amadeo Alentorn

Amadeo Alentorn joined Old Mutual in 2005. He is a fund manager in the global equities team, and is also responsible for directing the quantitative research programme. He has extensive experience in investment, quantitative research and software development. Prior to joining Old Mutual, he developed simulation models for systemic and liquidity risk at the Bank of England (2004-2005), and worked as a software developer for CAD systems (2001-2004) and for robotic applications (1998-1999). Amadeo holds a BEng in Robotics (2000) from the University of Plymouth, an MSc in Computer Science (2001) and a PhD in Computational Finance (2006) from the University of Essex. During his doctoral research he developed a new option pricing model based on extreme value theory. He is a CFA charterholder.

Ian Heslop

Ian Heslop was born in South Shields in the United Kingdom in the early seventies. He holds a BA in chemistry from Oxford University and a PhD in medicinal chemistry from Edinburgh University. He started his career in the financial industry in 1997 when he joined Barclays Global Investors. After three years he then joined Old Mutual Asset Management is currently head of quantitative strategies. Ian is a member of ASIP and outside of fund management he likes to unwind by playing squash and football.

Mike Servent

Mike Servent joined OMGI in November 2004 from Barra International where he was a senior consultant specialising in the implementation of multi asset-class risk systems. Prior to this he spent five years with COR Risk Solutions, which developed optimisation, backtesting and modelling software. At COR he worked as commercial development manager as well as undertaking research projects with various clients. Mike has an MA in physics from Oxford University.

Objective

Showing fund performance in United Kingdom View performance globally

Performance

Global over : 31/01/2016 - 31/01/2017
  • Rank 59/610 Total Return
  • Rank 50/610 Standard Deviation
  • Rank 30/610 Max Drawdown
Fund Name Currency Risk
48 JPM Global Socially Responsible A Dis USD GBP

7.2

49 Barclays GlobalBeta Portfolio 4 CD GBP GBP

7.2

50 Old Mutual World Equity A USD GBP

7.2

50 Standard Life Wealth Global Equity GBP

7.2

52 Franklin Mutual Global Discovery A (Ydis) GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

7.3

Total Return

Quarterly Performance

to 01/01/2017 Annual Q1 Q2 Q3 Q4
2016 28.5% 1.1% 5.5% 9.2% 10.3%
2015 8.3% 9.1% -5.2% -5.3% 10.5%
2014 13.7% 1.6% 1.0% 3.8% 6.8%
2013 22.8% 12.2% 0.3% 3.3% 5.6%
2012 5.2% 8.6% -8.4% 3.6% 2.1%
2011 -10.3% 2.5% -0.9% -17.2% 6.6%
2010 15.8% 10.2% -12.1% 8.5% 10.2%
2009 15.4% -11.8% 5.4% 20.7% 2.9%
2008 -23.9% -12.7% -1.1% -10.4% -1.7%
2007 9.5% 1.8% 5.7% 1.3% 0.5%
2006 7.1% 7.0% -7.4% 3.3% 4.7%
2005 29.7% -1.1% 8.2% 10.7% 9.6%
2004 5.0% 1.9% -0.3% -1.3% 4.8%
2003 12.4% -1.8% 9.1% 3.9% 1.0%
2002 -33.0% -0.7% -17.7% -20.7% 3.3%
2001 -15.5% -12.2% 3.9% -22.7% 19.8%
2000 -13.3%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/09/2016

Top 10 Holdings

Stock Size
Amazon.com Inc ORD 1.62
Alphabet Inc ORD 1.30
Apple Inc ORD 1.27
Chevron Corp ORD 1.09
Bank of America Corp ORD 0.98
Amgen Inc ORD 0.90
Priceline Group Inc ORD 0.77
Biogen Inc ORD 0.73
Applied Materials Inc ORD 0.73
Alphabet Inc ORD 0.72
30/09/2016

Registered For Sale In

  1. Austria
  2. Chile
  3. Denmark
  4. Finland
  5. France
  6. Germany
  7. Hong Kong
  8. Ireland
  9. Luxembourg
  10. Macau
  11. Netherlands
  12. Norway
  13. Peru
  14. Singapore
  15. Spain
  16. Sweden
  17. Switzerland
  18. Taiwan
  19. United Kingdom

Fund Info

  • Launch date13/09/2000
  • Share Class size129Mn
  • Base currencyUSD
  • ISIN IE0005263466

Purchase Info

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

Charges

  • Annual management1.50%
  • Initial investment6.25

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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).