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OLD MUTUAL GLOBAL BOND A GBP - Fund overview

No Bestinvest rating

Overview of OLD MUTUAL GLOBAL BOND A GBP

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

Standard Initial Charge

3.50% –

Fund summary

Sector	–
Product type	OFFSHORE FUND
Launched	December, 2009
Size	£104m
Yield	0.0%
Charging basis	–
Dividends paid	Mar, June, Sept, Dec
Bid price	108.65p

Fund Charges

Standard Initial charge	3.50%
Initial charge via Bestinvest	–
Additional bid/offer spread	0.00%
Annual management charge	1.00%
Total expense ratio	1.00%
Reduction in yield (10yr)	1.00%

Bestinvest says

No information available.

Portfolio

old mutual global bond a gbp asset allocation illustration

Allocation		Proportion

	Equity	7%
	High yield bonds	3%
	Quality bonds	90%
	Property	–
	Commodities	–
	Hedge	–
	Fund cash	–

old mutual global bond a gbp equity geographic illustration

Allocation		Proportion

	UK	27%
	Europe	35%
	Nth America	17%
	Japan	12%
	Pacific	9%
	Other Equity	–

old mutual global bond a gbp equity capitalisation illustration

Allocation		Proportion

	Large Caps	80%
	Mid Caps	15%
	Small Caps	5%

View all performance data for OLD MUTUAL GLOBAL BOND A GBP

Investment process

The investment process is strongly research focused and aims to identify key themes affecting bonds and currencies. Research topics cover both long term and short term
influences and are monitored on an ongoing basis using a series of key indicators, creating a consistent framework for discussing the global bond and currency environment.

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. Past performance or any yields quoted should not be considered reliable indicators 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; they may also have risks relating to the geographical area, industry sector and/or underlying assets in which they invest. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

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