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OLD MUTUAL GLOBAL EQUITY A - Fund overview

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Overview of OLD MUTUAL GLOBAL EQUITY A

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. OLD MUTUAL GLOBAL 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  Global
Product type  OEIC
Launched  July, 1998
Size  £16m
Yield 0.2%
Charging basis  INCOME
Dividends paid  31/12
Bid price 140.76p

Fund Charges

Standard Initial charge 3.00%
Initial charge via Bestinvest 0.00%
Additional bid/offer spread 1.25%
Annual management charge 1.50%
Total expense ratio 1.72%
Reduction in yield (10yr) 1.84%

Bestinvest says


No information available.

Portfolio

old mutual global equity a asset allocation illustration
Allocation Proportion
Equity 97%
High yield bonds 0%
Quality bonds 0%
Property 0%
Commodities 0%
Hedge 0%
Fund cash 3%
old mutual global equity a equity geographic illustration
Allocation Proportion
UK 9%
Europe 18%
Nth America 56%
Japan 11%
Pacific 6%
Other Equity 0%
old mutual global equity a equity capitalisation illustration
Allocation Proportion
Large Caps 74%
Mid Caps 21%
Small Caps 5%

View all performance data for OLD MUTUAL GLOBAL EQUITY A

Investment process


The fund's objective is to achieve long term capital growth through the active management of a diversified global portfolio.

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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