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Old Mutual North American Equity A USD

Ranked 729 out of 1867 in - US over 12 months
All calculations are in USD unless stated

Managed by

Amadeo Alentorn

Amadeo Alentorn joined Old Mutual in 2005. He is a fund manager in the global equities team, and is also responsible for directing the quantitative research programme. He has extensive experience in investment, quantitative research and software development. Prior to joining Old Mutual, he developed simulation models for systemic and liquidity risk at the Bank of England (2004-2005), and worked as a software developer for CAD systems (2001-2004) and for robotic applications (1998-1999). Amadeo holds a BEng in Robotics (2000) from the University of Plymouth, an MSc in Computer Science (2001) and a PhD in Computational Finance (2006) from the University of Essex. During his doctoral research he developed a new option pricing model based on extreme value theory. He is a CFA charterholder.

Ian Heslop

Ian Heslop was born in South Shields in the United Kingdom in the early seventies. He holds a BA in chemistry from Oxford University and a PhD in medicinal chemistry from Edinburgh University. He started his career in the financial industry in 1997 when he joined Barclays Global Investors. After three years he then joined Old Mutual Asset Management is currently head of quantitative strategies. Ian is a member of ASIP and outside of fund management he likes to unwind by playing squash and football.

Mike Servent

Mike Servent joined OMGI in November 2004 from Barra International where he was a senior consultant specialising in the implementation of multi asset-class risk systems. Prior to this he spent five years with COR Risk Solutions, which developed optimisation, backtesting and modelling software. At COR he worked as commercial development manager as well as undertaking research projects with various clients. Mike has an MA in physics from Oxford University.

Objective

The objective of the Fund is to seek to achieve long term capital growth through the active management of a diversified portfolio invested primarily in North American stock markets. It is not proposed to concentrate investments in any one industry or sector. The securities in which the Old Mutual North American Equity Fund may invest shall include ordinary shares or common stock, ADRs, GDRs, preference shares and warrants, provided that any investment in warrants shall not comprise more than 5 per cent. of the Net Asset Value of the Fund.

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

Performance

US over : 30/06/2017 - 30/06/2018
  • Rank 729/1867 Total Return
  • Rank 1241/1867 Standard Deviation
  • Rank 1324/1867 Max Drawdown

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -1.9% 4.2%
2017 21.1% 6.1% 2.5% 4.8% 6.3%
2016 13.6% -0.1% 0.1% 5.7% 7.6%
2015 0.4% 2.5% -1.5% -8.8% 8.9%
2014 15.1% 0.8% 6.0% 1.4% 6.3%
2013 30.6% 10.0% 1.8% 10.6% 5.4%
2012 9.5% 16.0% -7.4% 8.4% -6.0%
2011 -5.0% 4.3% -0.3% -13.7% 5.9%
2010 17.7% 4.7% -11.6% 12.7% 12.9%
2009 28.2% -8.4% 15.6% 13.4% 6.9%
2008 -42.1% -13.7% 0.8% -16.9% -19.9%
2007 13.0% -0.1% 5.3% 7.4% 0.0%
2006 6.7% 4.3% -4.9% 0.3% 7.3%
2005 6.6% -4.5% 4.0% 2.6% 4.6%
2004 13.0% 1.2% -0.8% 0.7% 11.8%
2003 25.1% 0.2% 11.1% 4.9% 7.2%
2002 -7.0% -3.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Chile
  4. Denmark
  5. Finland
  6. France
  7. Germany
  8. Hong Kong
  9. Ireland
  10. Italy
  11. Luxembourg
  12. Macau
  13. Netherlands
  14. Norway
  15. Peru
  16. Singapore
  17. Spain
  18. Sweden
  19. Switzerland
  20. Taiwan
  21. United Kingdom

Fund Info

  • Launch date17/04/2002
  • Share Class size331Mn
  • Base currencyUSD
  • ISIN IE0031385887

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment1.5

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