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OLD MUTUAL EUROPEAN EQUITY A - Fund overview

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Overview of OLD MUTUAL EUROPEAN EQUITY A

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. OLD MUTUAL EUROPEAN EQUITY A does not fall into either of these categories at present.

Standard Initial Charge

3.00% 0.00%

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Fund summary

Sector  Europe Excluding UK
Product type  OEIC
Launched  April, 1998
Size  £51m
Yield 0.9%
Charging basis  –
Dividends paid  Acc units only.
Bid price 140.48p

Fund Charges

Standard Initial charge 3.00%
Initial charge via Bestinvest 0.00%
Additional bid/offer spread 1.15%
Annual management charge 1.50%
Total expense ratio 1.71%
Reduction in yield (10yr) 1.82%

Bestinvest says


No information available.

Portfolio

old mutual european equity a asset allocation illustration
Allocation Proportion
Equity 99%
High yield bonds 0%
Quality bonds 0%
Property 0%
Commodities 0%
Hedge 0%
Fund cash 1%
old mutual european equity a equity geographic illustration
Allocation Proportion
UK 0%
Europe 100%
Nth America 0%
Japan 0%
Pacific 0%
Other Equity 0%
old mutual european equity a equity capitalisation illustration
Allocation Proportion
Large Caps 72%
Mid Caps 26%
Small Caps 2%

View all performance data for OLD MUTUAL EUROPEAN EQUITY A

Investment process


The fund's objective is long-term capital growth through the active management of a diversified equity portfolio investing in European stockmarkets, excluding the United Kingdom.

The value of your investments and the income from them can go down as well as up and you can get back less than you originally invested. Any yields quoted cannot be taken as a reliable indicator of future returns. Before investing in funds please check the specific risk factors on the key features document or refer to our risk warning notice as some funds can be high risk or complex. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

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