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Old Mutual World Equity S GBP

Ranked 36 out of 308 in - Global Equities over 12 months
All calculations are in GBP

Managed by

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.

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.

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

Seeks to achieve asset growth through investment in a well-diversified portfolio of securities of issuers worldwide. At least 85% of the securities in which the fund will invest will be in the MSCI World Index or the universe of companies monitored by MSCI.

Performance

Global Equities over : 31/08/2013 - 31/08/2014
  • Rank 36/308 Total Return
  • Rank 139/308 Standard Deviation
  • Rank 18/308 Max Drawdown
Fund Name Return
34 Sarasin EquiSar Global Thematic GBP Hedged A Acc

Currency exposure is hedged

Currency exposure is hedged

15.1%

35 RobecoSAM Sustainable Climate Fund A (GBP)

14.8%

36 Old Mutual World Equity S GBP

14.7%

37 Barclays GlobalBeta Portfolio 5 DD GBP

14.6%

38 Sarasin EquiSar Socially Responsible Hdg GBP A Acc

Currency exposure is hedged

Currency exposure is hedged

14.5%

Total Return

Quarterly Performance

to 29/08/2014 Annual Q1 Q2 Q3 Q4
2014 6.8% 1.6% 1.3% 3.8%
2013 22.5% 12.0% -0.6% 4.1% 5.7%
2012 5.6% 8.0% -7.7% 2.9% 2.9%
2011 -9.4% 1.6% 0.1% -17.3% 7.7%
2010 21.4% 8.1% 12.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date18/06/2010
  • Share Class size00Mn
  • Base currencyGBP
  • ISIN IE00B52WWT17

Purchase Info

  • Min. initial investment1Mn
  • Min. additional investment0

Charges

  • Annual management1.0%
  • Initial investment0

Related News

Skandia drops JP Morgan and Goldmans from funds

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