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Old Mutual Global Equity Fund Summary Fact Sheet
Global--Equity--General
 
Technical Overview
Formation Date: 17 May 1995
Holdings: 86
Original Price: 213.68
Pricing System: Forward
 
Price (R - Class)
 
Management
 Old Mutual Global Investors
 
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.
 
Ranking
Sector: Global-Equity-General
Fund Size: R10 666 843 781 (as at 31 Dec 2016)
Sector Rank: 7 out of 46
(lump sum over 1 years to 31 Mar 2017)
Overall Rank: 283 out of 1111
(lump sum over 1 years to 31 Mar 2017)
R1000 invested on 31 Mar 2016 was worth R1 060.83 on 31 Mar 2017 (6.08% annual compound return)
R100 per month since 31 Mar 2016 was worth R1 266.88 on 31 Mar 2017 (9.98% annual return compounded monthly)
 
Please note that domestic fund performance figures are calculated on a NAV-NAV basis including dividends reinvested on the reinvestment date, ETFs are reinvested on the ex-div date.
   
Focus and Objective
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.
 
Latest Fund Manager Comment / News
Old Mutual Global Equity comment - Dec 15
Throughout December, the market continued to be impacted by many of the same trends that  ...more
 
News Archive
Click here for complete news archive for this fund.
 
Top Holdings on 31 Dec 2016
Share No Units Value (Rm) % of Fund
APPLE 0 150.19 1.41%
BANKAMERICA 0 136.08 1.28%
CHEVRON 0 125.53 1.18%
ALPHABETINCC 0 124.35 1.17%
NVIDIA 0 93.51 0.88%
Totals   629.66 5.90%
 
Comparative Performance
 
Portfolio Structure as at 31 Dec 2016
Click here for complete portfolio for this fund.
 
Dividend Data
Click here for Dividend History for this fund.
 
Fees and Charges
Click here for fees and charges for this fund.
 
Sectoral Information
Click here for Sectoral Information for this fund.
 


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