Old Mutual Global Equity Fund

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Overview:

The Old Mutual Global Equity Fund is a moderate to high-risk fund that aims to offer superior returns over the medium to long. The funds attempt to archive this by investing in shares from developed countries worldwide.

Fund performance

Source: Profile Data

Downloads

Old Mutual Global Equity Fund Fact Sheet

Suitable for Investors who:

  • Have a moderately aggressive risk profile
  • Want to increase their offshore equity exposure
  • Are comfortable with market fluctuations in the short term
  • Have an investment horizon of 5 years or more

Benchmark:

MSCI World Index

Strategy:

The Old Mutual Global Equity Fund has broad-based exposure to quality shares from developed countries across the globe and majorly invests in foreign equities. Jupiter Fund Management are the fund managers who aim to maximize returns by managing country and sector-specific exposure.

Fund Managers

Amadeo Alentorn

Ian Heslop

Mike Servent

Other funds from Old Mutual

Old Mutual Absolute Smooth Growth Portfolio
Old Mutual Multi-Managers Enhanced Income Fund
Old Mutual Global Equity Fund

Clarity Starts Here

  • Retirement: Model your spending
  • Taxation and Fees: Optimise
  • Legacy: Wealth transfer
  • Analysis: Independent review

Sample One-Page Summary

Equites
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Thanks for getting in touch

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