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Old Mutual Global Equity Fund B1 (LP68416284)

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63.363 -0.730    -1.14%
26/04 - Closed. Currency in ZAR ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 32.4B
Type:  Fund
Market:  South Africa
Issuer:  Old Mutual Unit Trust Mgrs
ISIN:  ZAE000171153 
Asset Class:  Equity
Old Mutual Global Equity Fund B1 63.363 -0.730 -1.14%

LP68416284 Overview

 
On this page you'll find an in-depth profile of Old Mutual Global Equity Fund B1. Learn about the key management, total assets, investment strategy and contact information of LP68416284 among other information.
Category

Global Flex-Cap Equity

Total Assets

32.4B

Expenses

1.59%

Inception Date

Jan 02, 2013

Investment Strategy

"The fund provides an entry point to world stock markets by means of a broad-based exposure to quality shares across the globe. The fund remains as fully invested in equities as possible, given regulatory constraints. The fund maximises returns by managing country and sector exposure. Exposure to different geographic areas and individual shares is actively varied with the intention of outperforming the Morgan Stanley Capital World Index (MSCI) over rolling one-year periods. The fund should perform when world markets are buoyed by superior blue chip performance."

Contact Information

Address 7405
Cape Town,
South Africa
Phone +27 (0)21 503 1770
Fax +27 (0)21 509 7100

Top Executives

Name Title Since Until
Amadeo Alentorn - 2005 Now
Biography Amadeo joined Merian in 2005 and is a fund manager and head of research in the global equity team. Prior to joining the business he developed simulation models for systemic and liquidity risk for the Financial Stability Group at the Bank of England, and worked as a software developer for CAD systems and for robotic applications. He holds a BEng in robotics from the University of Plymouth, an MSc in computer science, and a PhD in computational finance from the University of Essex. He is a CFA charterholder.
Ian Heslop Head 2000 2022
Biography Ian joined Merian in 2000 and is head of global equities. He manages a range of hedge and retail funds and segregated mandates, including market neutral and long only funds. Ian boasts more than 20 years of investment experience and the team has won numerous awards for its funds. Prior to joining the business, Ian was a UK quantitative fund manager at Barclays Global Investors. He holds an MA in chemistry from the University of Oxford and a PhD in medicinal chemistry, University of Edinburgh. He is an associate of the Society of Investment Professionals.
Mike Servant - 2004 2020
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