Old Mutual Global Equity Fund
MANAGEMENT Fund Manager's Comment
Old Mutual Global Investors, Quantitative Strategies Team
Ian Heslop, BA (Chemistry), PhD (Medicinal Chemistry)
Ian joined Old Mutual Global Investors in 2004. He is head of the Global Equities team, which manages a number of retail funds, hedge funds and segregated mandates.He joined the Old Mutual group as a fund manager in 2000 and specialised in the global technology and biotechnology sectors. Prior to that, he worked at Barclays Global Investors, where he was a UK quantitative fund manager for three years.
Amadeo Alentorn, BEng (Robotics), MSc (Computer Science), PhD (Computational Finance), CFA Charterholder
Amadeo joined the Global Equity team at Old Mutual Global Investors in January 2005. He is a fund manager, and as Head of Research, he is responsible for directing the investment research conducted by a team of in-house analysts and external academic advisors. Prior to joining Old Mutual Global Investors, he was a researcher at the Bank of England, developing simulation models for systemic and liquidity risk. Prior to this, he worked as a software developer for CAD systems and for robotic applications. Amadeo has over nine years of experience in the industry.
Mike Servent, MA (Physics)
Mike joined the Global Equity team at Old Mutual Global Investors in November 2004. He is a fund manager, and as Head of Systems is responsible for maintaining the investment platform and systems employed by the team. Prior to joining Old Mutual Global Investors, he was a senior consultant at Barra International, specialising in the implementation of multi-asset class risk systems. Prior to this he spent five years with COR Risk Solutions, developing financial modelling software. Mike has over 14 years of experience in the industry.
FUND OBJECTIVES AND FOCUS

The fund aims to offer superior returns over the medium to longer term by means of a broad-based exposure to quality shares from across the globe. The fund is managed by OMAM (UK) who aims to maximise returns by managing country and sector exposure. This fund remains as fully invested in foreign equities as possible given regulatory constraints. This fund is ideal for investors requiring an entry point to world stock markets or wishing to diversify into a global portfolio.


Click here to Download CSV
WEBGRAPH
RANKING
SectorGlobal-Equity-General
SizeR13,288,529,420
Sector Rank: 2 out of 32
(lump sum over 3 years to 31 July 2017)
Overall Rank: 50 out of 818
(lump sum over 3 years to 31 July 2017)
R1000 invested on 31 July 2014 was worth R 1529 at 31 July 2017
( 15.21% annual compound return)
R100 per month since 31 July 2014 was worth R 4328 at 31 July 2017
( 11.68% annual return compounded monthly)
TECHNICAL OVERVIEW
Formation Date:17 MAY 1995 Holdings:86
Original Price:213.68 Pricing:Forward
Top Holdings on 31 July 2017
Share (Sector)No.Value% of Fund
USA (Foreign Invest)03,094,411,448 23.29 %
TOTAL R3,094,411,44823.29%

Send e-mail to
© 2018 SHARENET (PTY) Ltd, Cape Town, South Africa
Home     Terms & conditions    Privacy Policy
    Security Notice    Contact Details
Market Statistics are calculated by Sharenet and are therefore not the official JSE Market Statistics. The calculation/derivation may include underlying JSE data.