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Quilter Investors Foundation 3 Fund O (usd) Accumulation (0P00011UFH)

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Old Mutual Foundation 3 Fund O USD Hedged Acc historical data, for real-time data please try another search
1.34 0.00    0.00%
17/01 - Closed. Currency in USD ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 17.02M
Type:  Fund
Market:  United Kingdom
Issuer:  Old Mutual Investment Management Limited
ISIN:  GB00BJ629F04 
Asset Class:  Equity
Old Mutual Foundation 3 Fund O USD Hedged Acc 1.34 0.00 0.00%

0P00011UFH Overview

 
On this page you'll find an in-depth profile of Quilter Investors Foundation 3 Fund O (usd) Accumulation. Learn about the key management, total assets, investment strategy and contact information of 0P00011UFH among other information.
Category

USD Moderate Allocation

Total Assets

17.02M

Expenses

1.15%

Inception Date

Feb 27, 2014

Investment Strategy

The Fund aims to achieve an annual return of 3% above inflation over rolling five year periods.

Contact Information

Address 2 Lambeth Hill
London, EC4V 4AD
United Kingdom
Phone 020 7332 7500

Top Executives

Name Title Since Until
Rasmus Soegaard - 2019 Now
Sacha Chorley - 2018 2019
Anthony Gillham - 2015 2019
Lee Freeman-Shor - 2015 2018
Christine Johnson Portfolio Manager 2015 2016
Biography Christine joined OMAM in October 2010 from Halbis Capital Management (formerly HSBC Asset Management) where she spent over six years as a senior fund manager responsible fixed income funds, including managing investment grade and high yield portfolios.Prior to this, she was at Investec Asset Management where she was a high yield credit analyst and fund manager.
John Peta Vice President 2015 2016
Biography John Peta joined Threadneedle Investments in October 2012 John is responsible for a variety of strategic initiatives across the emerging market business, including a focus on local currency debt strategy. Before joining Threadneedle, John was head of emerging market debt at Boston-based Acadian Asset Management, having joined the firm in 2007. He has over 20 years’ experience in fixed income and sovereign analysis, and has extensive expertise in EM local currency debt covering over 30 countries including frontier markets. He graduated in 1981 from South Dakota State University with a degree in Civil Engineering and has an MBA (Hons) from the University of Washington in 1986. He is also a CFA Charterholder.
Richard Buxton Head 2014 2016
Biography Richard joined Merian as head of UK equities in 2013. In early 2019, he announced his intention to step down from the CEO role (which he took on in 2015) and will remain with the business as head of UK equities. Richard was previously at Schroders. Prior to Schroders he spent more than a decade at Baring Asset Management, having commenced his investment career in 1985 at Brown Shipley Asset Management. Richard was awarded the Outstanding Contribution to the Industry honour at the Morningstar OBSR Awards in 2012 and has a degree in English language and literature from the University of Oxford.
John Ventre - 2014 2015
Paul Simpson - 2014 2015
Biography Paul Simpson (British) is the Head of Alternatives at Old Mutual Global Investors (UK) Limited. Mr Simpson joined Old Mutual in 2006 from Millennium Partners where he was a portfolio manager concentrating on statistical arbitrage. Prior to that Mr Simpson gained trading experience in Deutsche Bank, UBS and HSBC. At HSBC he ran the program trading desk in addition to multistrategy proprietary trading, gaining exposure to algorithmic trading and advanced execution technology. He holds a BA in Economics from Cambridge University and an MBA from the University of Bradford Management Centre.
Stewart Cowley Head 2014 2015
Biography Stewart Cowley joined OMAM as head of fixed income in June 2009 from Newton Investment Management where he was Head of Fixed Income and manager of the &P AAA-rated Newton International Bond and BNY Mellon Global Bond funds (2000-09). Prior to this he was Joint Chief Investment Officer and Head of Global Fixed Interest at Hill Samuel Asset Management (1995-98), having previously been Head of Global Fixed Interest at Invesco Asset Management (1993-95). He began his career at Donaldson, Lufkin & Jenrette in 1987 as a fixed income sales trader, before switching to fund management.
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