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OLD MUTUAL NORTH AMERICAN EQUITY A - Fund overview

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Overview of OLD MUTUAL NORTH AMERICAN EQUITY A

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

Standard Initial Charge

4.00% 0.00%

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Fund summary

Sector  North America
Product type  OEIC
Launched  April, 1985
Size  £59m
Yield 0.0%
Charging basis  INCOME
Dividends paid  Acc units only
Bid price 394.23p

Fund Charges

Standard Initial charge 4.00%
Initial charge via Bestinvest 0.00%
Additional bid/offer spread 0.17%
Annual management charge 1.50%
Total expense ratio 1.69%
Reduction in yield (10yr) 1.71%

Bestinvest says


No information available.

Portfolio

old mutual north american equity a asset allocation illustration
Allocation Proportion
Equity 101%
High yield bonds –
Quality bonds 0%
Property 0%
Commodities –
Hedge –
Fund cash -1%
old mutual north american equity a equity geographic illustration
Allocation Proportion
UK 0%
Europe 0%
Nth America 100%
Japan 0%
Pacific 0%
Other Equity 0%
old mutual north american equity a equity capitalisation illustration
Allocation Proportion
Large Caps 76%
Mid Caps 20%
Small Caps 4%

View all performance data for OLD MUTUAL NORTH AMERICAN EQUITY A

Investment process


The fund's objective is long term capital growth through active management of a diversified portfolio of North American equity and equity-linked investments principally in the US.

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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