Old Mutual World Equity A USD
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
The objective of the Old Mutual World Equity Fund is to seek to achieve asset growth through investment in a well-diversified portfolio of securities of issuers worldwide. It is not proposed to concentrate investments in any one geographical region, industry or sector. The securities in which the Old Mutual World Equity Fund may invest shall include ordinary shares or common stock, ADRs, GDRs, preference shares and warrants, provided that any investment in warrants shall not comprise more than 5 per cent. of the Net Asset Value of the Old Mutual World Equity Fund.
Performance
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Rank 308/812 Total Return
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Rank 644/812 Standard Deviation
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Rank 266/812 Max Drawdown
Fund Name | Currency | Return | |
---|---|---|---|
307 | UBS (Lux) Inst Fd - Key Sel Global Eq BA (EUR) | EUR | 0.4% |
308 | Old Mutual World Equity A USD | EUR | 0.4% |
309 | BG Selection Smaller Companies A Cap EUR | EUR | 0.4% |
310 | HLE Active Managed Portfolio Ausgewogen P | EUR | 0.3% |
View full league table |
Fund Name | Currency | Risk | |
---|---|---|---|
642 | JPM Global Focus A Dis EUR | EUR | 8.3 |
643 | Arabesque Q3.17 Systematic USD | EUR | 8.3 |
644 | Old Mutual World Equity A USD | EUR | 8.4 |
645 | SEB Sicav 2 Listed Private Equity C (EUR) | EUR | 8.4 |
646 | Guinness Global Innovators Y Acc GBP | EUR | 8.4 |
646 | Mediolanum Best Brands JPMorgan Glb Sel L A | EUR | 8.4 |
View full league table |
Fund Name | Currency | Loss | |
---|---|---|---|
266 | AQR Style Premia: Global Equity UCITS C3 GBP | EUR | -4.9% |
266 | Baring Global Leaders A USD Inc | EUR | -4.9% |
266 | Old Mutual World Equity A USD | EUR | -4.9% |
View full league table |
Total Return
Quarterly Performance
to 31/03/2018 | Annual | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|---|
2018 | -3.0% | ||||
2017 | 9.2% | 5.6% | -2.5% | 2.0% | 4.0% |
2016 | 11.0% | -6.0% | 0.7% | 4.9% | 11.8% |
2015 | 14.0% | 17.0% | -3.2% | -9.0% | 10.5% |
2014 | 21.9% | 2.2% | 4.2% | 6.7% | 7.3% |
2013 | 19.7% | 7.6% | -1.0% | 5.9% | 6.1% |
2012 | 8.4% | 8.8% | -5.6% | 5.2% | 0.3% |
2011 | -7.9% | -0.8% | -2.8% | -13.2% | 10.0% |
2010 | 20.1% | 9.7% | -4.2% | 2.5% | 11.5% |
2009 | 25.5% | -8.0% | 14.7% | 12.5% | 5.8% |
2008 | -42.2% | -19.6% | -0.4% | -10.0% | -19.8% |
2007 | 0.4% | 1.0% | 6.6% | -2.4% | -4.5% |
2006 | 9.2% | 5.4% | -6.6% | 5.3% | 5.4% |
2005 | 33.7% | 1.8% | 10.1% | 9.7% | 8.7% |
2004 | 4.5% | 7.4% | -0.6% | -3.5% | 1.6% |
2003 | 4.0% | -7.3% | 8.2% | 3.2% | 0.5% |
2002 | -37.1% | -0.9% | -22.2% | -18.2% | -0.4% |
2001 | -13.2% | -11.3% | 7.4% | -24.9% | 21.4% |
2000 | -17.6% |
Month by Month Performance
Returns Vs Risk
Registered For Sale In
- Austria
- Belgium
- Chile
- Denmark
- Finland
- France
- Germany
- Hong Kong
- Ireland
- Luxembourg
- Macau
- Netherlands
- Norway
- Peru
- Singapore
- South Africa
- Spain
- Sweden
- Switzerland
- Taiwan
- United Kingdom
Fund Info
- Launch date13/09/2000
- Share Class size251Mn
- Base currencyUSD
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ISIN IE0005263466
Purchase Info
- Min. initial investment1,000
- Min. regular additional investment0
Charges
- Annual management1.50%
- Initial investment5