Lee Freeman-Shor joined Old Mutual in 2005 with a wealth of experience having previously worked in Private Client Investment Management as an Investment Development Manager with Winterthur Life and, more recently, with Schroder Investment Management. Lee graduated from Nottingham Law School with an LLB (Hons) degree. He holds the Investment Management Certificate.
Anthony Gillham, CFA
Anthony Gillham joined Old Mutual in 2000 and is a fixed income portfolio manager within our multi-manager team. In 2007, Anthony became a portfolio manager focusing on global fixed income having been dedicated to qualitative manager research in fixed income since 2006 and quantitative manager research in fixed income prior to that. Anthony is a CFA Charterholder and holds the Investment Management Certificate.
FUND OBJECTIVES AND FOCUS
The fund aims to offer higher than average capital growth over the medium to long-term. It invests in a spread of international share (equity), bond and money market unit trusts. The fund manager actively moves both between and within these unit trusts. The primary focus remains on shares, with opportunities in the bond and money markets being sought to take advantage of changing economic and market conditions.
This fund is most suited to investors who want a more aggressively managed international unit trust, but are unsure of which foreign markets to select. They must be prepared for short-term fluctuations and thus be able to invest for at least 3 to 5 years.
This is a moderately aggressive risk fund (risk rating 4). The fund is exposed to share price movements, which are affected by the activities of individual companies, general market conditions as well as global political and economic changes. A widely diversified portfolio across countries and industry sectors minimises specific company risks. The fund is further exposed to fluctuations in the value of the rand versus other currencies. This can add to or diminish returns that local investors receive.