Register to get unlimited access to all of Citywire’s fund manager database. Registration is free and only takes a minute.

Old Mutual Europe (ex UK) Sm Comp I EUR Acc

Ranked 172 out of 228 in - European Small & Medium Companies over 12 months
All calculations are in EUR unless stated

Managed by

Ian Ormiston

Born in the early seventies, Ian Ormiston holds the investment management and research qualification from the IIMR. He began his financial career in 1994 at Asahi Life as a European equity manager. In 2000 he moved to Singer & Friedlander in the same position. He then joined Ignis Asset Management in 2007 where he spent 7 years before joining Old Mutual Asset Management in 2014. Ian uses a pragmatic growth investment style.

Objective

The investment objective of the Old Mutual Europe (ex UK) Smaller Companies Fund is to achieve long term capital growth through investing primarily in an equity portfolio of smaller companies incorporated in Europe (excluding the United Kingdom) or of companies incorporated outside of Europe (excluding the United Kingdom) which have a predominant proportion of their assets and/or business operations in Europe (excluding the United Kingdom).

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

European Small & Medium Companies over : 30/11/2016 - 30/11/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 6.3% 6.0% 3.7%
2016 11.3% -4.4% -0.2% 11.7% 4.4%
2015 24.4% 16.4% 0.7% -5.4% 12.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Ireland
  2. Italy
  3. Singapore
  4. United Kingdom

Fund Info

  • Launch date10/11/2014
  • Share Class size30Mn
  • Base currencyEUR
  • ISIN IE00BRTNQ447

Purchase Info

  • Min. initial investment5Mn
  • Min. regular additional investment0

Charges

  • Annual management0.75%
  • Initial investment0

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in EUR).