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OLD MUTUAL SELECT MANAGED A - Fund overview

Bestinvest rating Unrated


Overview of OLD MUTUAL SELECT MANAGED A

A relatively conservative fund in that it is widely diversified and asset allocation is close to the Association of Private Client's International benchmark.

Standard Initial Charge

4.00% 0.00%

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Fund summary

Sector  Balanced Managed
Product type  OEIC
Launched  April, 1986
Size  £89m
Yield 1.5%
Charging basis  INCOME
Dividends paid  31/3, 30/6, 30/9, 31/12.
Cofunds  Yes
FundsNetwork  Yes
Bid price(inc) 2,061.49p 12.35p
Bid price(acc) 3,110.10p 18.63p

Fund Charges

Standard Initial charge 4.00%
Initial charge via Bestinvest 0.00%
Additional bid/offer spread 0.47%
Annual management charge 0.75%
Total expense ratio 1.62%
Reduction in yield (10yr) 1.67%

Portfolio

old mutual select managed a asset allocation illustration
Allocation Proportion
Equity 77%
High yield bonds 0%
Quality bonds 19%
Property 0%
Commodities 0%
Hedge 0%
Fund cash 4%
old mutual select managed a equity geographic illustration
Allocation Proportion
UK 50%
Europe 13%
Nth America 19%
Japan 7%
Pacific 6%
Other Equity 5%
old mutual select managed a equity capitalisation illustration
Allocation Proportion
Large Caps 61%
Mid Caps 25%
Small Caps 14%

Investment process


The objective of the fund is long term capital growth through the active management of a diversified portfolio. It will invest primarily, either directly or indirectly, in bond and equity investments, generally by investing in other Old Mutual collective investment schemes.
The managers monitor their performance against the Association of Private Client Investment Managers and stockbrokers' Private Investor Growth index so as to allocate assets in line with the typical composition of a private client portfolio.

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Version: 2.1.56