Markets are currently experiencing unusually high share dealing volumes. During this period price quotes may expire early. To avoid this issue you should accept quotes several seconds before the quote countdown expires. When purchasing shares please do so in units rather than selecting a cash value.
The Old Mutual North American Equity fund has a portfolio of predominantly large and mid-cap stocks offering core exposure to North American equities. The fund aims to achieve long-term capital growth through a diversified portfolio and will typically hold around 200 securities. The investment strategy is based around a quantitative model which employs a blend of value, growth, momentum and quality. Factor exposures will vary over time depending on the prevailing market environment. The investment process was enhanced post 2008 allowing the strategy to be more dynamic, such that prevailing market conditions and outlook could be incorporated. The fund is run on a team basis by Ian Heslop, Amadeo Alentorn and Mike Servent who have worked together at Old Mutual since 2005.
The investment process is completely automated. Computerised algorithms check more than 1,400 companies against models to identify mispriced stocks. The process has been adapted over the years to allow for changes in stock market and economic conditions. The team that makes these adaptations is not reliant on any one individual. Risk within the portfolio is separately controlled to avoid over-concentration in certain sectors or themes that may otherwise build up.
The fund has been awarded a new three star rating and will feature on our top-rated funds list - our research team’s premier selection.
The value of investments, and the income derived from them, can go down as well as up and you can get back less than you originally invested. Different funds carry varying levels of risk depending on the geographical region and industry sector in which they invest. You should make yourself aware of these specific risks prior to investing. Current or past yield figures provided should not be considered a reliable indicator of future performance. This is not advice to invest.
Fund manager
Old Mutual Quantitative Team
Date
Fund rating
Analyst
Simon Moore
Get in touch
Please use this form to get in touch with our experts if you have any questions or would like more information.
Fields marked * are compulsory
Thank you for getting in touch
One of our experts will get back to you as soon as possible.
Search this site
Request a call back
If you would like one of our investment professionals to call you, please fill out your details and one of our team will be in touch.
Fields marked * are compulsory
Thank you for getting in touch
A member of our team will get back to you at the time you requested.