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Old Mutual Global Equity Fund (F00000O7XS.L)

YHD - YHD Delayed price. Currency in GBp (0.01 GBP)
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257.00-7.00 (-2.65%)
At close: 06:07PM EDT

Old Mutual Global Equity Fund

2 Lambeth Hill

Management information
Ian Heslop,Lead manager since 31 October 2007
Dr. Ian Heslop is the Deputy Head of Quantitative Strategies at Old Mutual Asset Managers (UK). He joined the Quantitative Strategies team in June 2004 from OMAM's Global Equities team, where he was a fund manager specialising in the global technology and biotechnology sectors. He joined the Old Mutual group from Barclays Global Investors, where he was a UK quantitative fund manager (1997-2000). Ian has a BA in Chemistry from Oxford University (1993) and a PhD in Medicinal Chemistry from Edinburgh University (1997).
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryGlobal Flex-Cap Equity
Fund familyQuilter Investors Limited
Net assetsN/A
YTD return9.36%
Yield0.50%
Morningstar rating★★★★★
Inception date8 Jan 2013

Fund operations

Last dividend0.00
Last cap gain0.00
Holdings turnover315.00%
Average for categoryN/A

Fees and expenses

ExpenseF00000O7XS.LCategory average
Annual report expense ratio (net)0.00%0.00%
Prospectus net expense ratio0.00%N/A
Prospectus gross expense ratio0.00%N/A
Max 12b1 feeN/AN/A
Max front end sales load0.00%N/A
Max deferred sales loadN/AN/A
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A