Register to get unlimited access to all of Citywire’s Fund Manager database. Registration is free and only takes a minute.

Old Mutual Pacific Equity S GBP

Ranked 88 out of 107 in - Asia Pacific Excluding Japan over 12 months
All calculations are in GBP

Managed by

Alistair Thompson

Alistair Thompson is currently a senior portfolio manager at First State and joined the Asia Pacific (ex-Japan)/global emerging markets team back in 2003. Prior to this he worked for Edinburgh Fund Managers where he worked for nine years and was head of Asia Pacific ex Japan. Before this he worked for CIM Fund Managers from 1989 to 1993, managing their money markets funds and later started managing Asian funds. Alistair has over 14 years' experience in the investment management industry and holds a Diploma in Fund Management from the Securities Institute in London.

Angus Tulloch

Angus Tulloch gave up an early career in accountancy because he found it 'incredibly dull'. A colourful character, Tulloch bought his first shares when he was 10 and sold out at 13 to fund a holiday. He started out professionally with blue-blooded brokers Cazenove in 1980, which sent him to Hong Kong to work as an investment analyst. Seven years later he moved to Stewart Ivory, which was subsequently taken over by Colonial First State Investments in 2000 and ultimately rebranded First State Investments. Tulloch is now the head of First State's Asia Pacific and Global Emerging Markets team. His key fund is the First State Asia Pacific fund, which he has managed since 1998. He believes in 'bunching' his best investment ideas. For instance the 90-stock Asia Pacific fund has some 30% of its assets invested in its top 10 holdings, 50% in the top 20, with the balance of the fund made up of what he thinks may be 'tomorrow's winners.'

Objective

Seeks to achieve asset growth through investment in a well-diversified portfolio of securities of Pacific region issuers or of issuers established outside the Pacific region which have a predominant proportion of their assets or business operations in the Pacific region. It is not proposed to concentrate investments in any one industry or sector.

Performance

Asia Pacific Excluding Japan over : 31/07/2013 - 31/07/2014

Total Return

Quarterly Performance

to 31/07/2014 Annual Q1 Q2 Q3 Q4
2014 7.7% -1.5% 4.8% 4.4%
2013 -4.9% 7.6% -7.6% -1.1% -3.3%
2012 17.3% 6.7% -2.9% 11.3% 1.7%
2011 -10.0% -3.2% 1.6% -11.5% 3.3%
2010 24.2% 12.6% 10.3%

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. Norway
  10. Portugal
  11. Singapore
  12. Spain
  13. Sweden
  14. Switzerland
  15. Taiwan
  16. United Kingdom

Fund Info

  • Launch date18/06/2010
  • Share Class size00Mn
  • Base currencyGBP
  • ISIN IE00B55L2F19

Purchase Info

  • Min. initial investment1Mn
  • Min. additional investment0

Charges

  • Annual management1.0%

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