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Old Mutual US Equity Income A USD

Ranked 5 out of 18 in - US Income over 12 months
All calculations are in CHF 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 asset growth through investment in a diversified portfolio of equity and equity-related securities. As part of the Funds strategy it will focus on developing a stock portfolio that is expected to deliver total returns while satisfying the income requirements of investors. In this regard, the Investment Advisers stock selection process looks for a stock portfolio that can offer both attractive dividends as well as capital growth.

Showing fund performance in Switzerland View performance globally

Performance

US Income over : 31/08/2017 - 31/08/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -3.9% 9.0%
2017 6.3% 2.1% -2.5% 3.7% 3.0%
2016 14.9% -4.3% 2.9% 2.3% 14.1%
2015 -5.0% -3.5% -6.0% -4.7% 9.8%
2014 23.9% 2.6% 3.1% 8.5% 7.9%
2013 24.6% 17.0% 1.7% -1.4% 6.2%
2012 8.3% 5.8% -3.5% 7.2% -1.0%
2011 -4.2% 3.1% -9.3% -8.5% 11.9%
2010 6.7% 6.7% -8.4% 0.8% 8.3%
2009 34.3% -2.6% 19.0% 10.6% 4.9%
2008 -48.4% -22.7% 2.4% -5.8% -30.8%
2007 0.2% 1.7% 8.3% -2.5% -6.7%
2006 9.5% 6.3% -8.1% 5.1% 6.7%
2005 15.8% 1.3% 9.7% 2.9% 1.2%
2004 3.4% 4.9% -0.3% -3.9% 2.8%
2003 17.2% -4.2% 16.2% 0.4% 4.8%
2002 -4.5% 2.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date12/04/2002
  • Share Class size139Mn
  • Base currencyUSD
  • ISIN IE0031387487

Purchase Info

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

Charges

  • Annual management1.50%
  • Initial investment5.00%

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