Ian Heslop

INVEST WHERE I INVEST

Invest in the Old Mutual Global Equity Fund
The fund aims to offer superior returns over the medium to longer term by investing in shares from around the world. This fund is suited to investors wanting to diversify their portfolios by adding an international equity component or investors who are taking a specific view on the performance of global equity relative to other asset classes. For more information, view the minimum disclosure document (fact sheet), or contact your financial adviser.

* Minimum Disclosure Document

WHY INVEST WHERE IAN INVESTS?

Ian is the fund manager of the Old Mutual Global Equity Fund. He and his team have notched up 10 industry awards for unit trust performance, most of which were for the Old Mutual Global Equity Fund.

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Please note our working hours are 08:00 to 17:00 weekdays.
 

INVEST WHERE OUR FUND MANAGERS INVEST

 
Old Mutual Unit Trust Managers (RF) (Pty) Ltd (OMUT) is a registered manager in terms of the Collective Investment Scheme Control Act 45 of 2002. We aim to treat our customers fairly by giving you the information you need in as simple a way as possible to enable you to make informed decisions about your investments. You should ideally see unit trusts as a medium to long term investment. The fluctuations of particular investment strategies affect how a fund performs. Your fund value may go up or down. Therefore, we cannot guarantee the investment capital or return of your investment. How a fund has performed in the past does not necessarily indicate how it will perform in the future. The fees and costs that we charge for managing your investment are accessible on the relevant fund's Minimum Disclosure Document (MDD) or Table of fees and charges, both available on OMUT’s public website, or from their contact centre. The cut off time for client instructions (e.g. buying and selling) is at 15:00 each working day for all our funds, except the Money Market Funds, whose price is set at 13:00. These are also the times we value our funds to determine the daily ruling price (other than at month-end when we value the Old Mutual Top 40 Fund and the Old Mutual Multi-Managers Equity Fund of Funds at 17:00). Daily prices are available on the OMUT public website and in the media. Unit trusts trade at ruling prices, may borrow to fund client disinvestments and may engage in script lending. The daily price is based on the current market value of the fund’s assets plus income minus expenses (NAV of the portfolio) divided by the number of units is issue. OMUT has the right to close the portfolio to new investors in order to manage it more efficiently in accordance with its mandate. The Net Asset Value to Net Asset Value figures are used for the performance calculations. The performance quoted is for a lump sum investment. The performance calculation includes income distributions prior to the deduction of taxes and is reinvested on the ex-dividend date. Performance may differ as a result of actual initial fees, the actual investment date, the date of reinvestment and dividend withholding tax. Annualised returns are the weighted average compound growth rate over the performance period measured. Old Mutual is a member of the Association of Savings and Investment South Africa (ASISA). Some funds hold assets in foreign countries and therefore may have risks regarding liquidity, the repatriation of funds, political and macro-economic situations, foreign exchange, tax, settlement, and the availability of information. Please contact us for risks specific to each country. A money market fund is not a bank deposit account. Its unit price aims to be constant but investment capital is not guaranteed. The total return is primarily made up of interest (declared daily at 13:00) but may also include any gain/loss on any particular instrument. In most cases this will merely have the effect of increasing or decreasing the daily yield, but in the case of abnormal losses, it can have the effect of reducing the capital value of the fund. The published yield is calculated using the average of the fund’s previous seven days’ net income (and assumes all income was reinvested). This figure is then annualised, which is the weighted average compound growth rate. Excessive withdrawals from the fund may place the fund under liquidity pressures. In such circumstances a process of ring-fencing of withdrawal instructions and managed pay-outs over time may be followed. Income funds derive their income primarily from interest-bearing instruments as defined. The yield is a current yield and is calculated daily. A fund of funds is a portfolio that invests in other funds which levy their own charges, which could result in a higher fee structure for the fund of funds. A feeder fund is a portfolio that invests in a single fund which levies its own charges. This could result in a higher fee structure for the feeder fund.
About the Raging Bull Awards
Eight awards are given to the top-performing funds in the unit trust sectors that attract the most money from investors; these funds include foreign-domiciled funds that have been approved by the Financial Services Board (FSB) as suitable for South African investors. Four of these eight awards are made on the basis of outright (straight) performance over the past three years; the other four awards are made on the basis of risk-adjusted performance as measured by the PlexCrown ratings, which take into account the consistency of performance over periods up to five years. The most coveted award, for the South African Management Company of the Year, is made on the basis of an average PlexCrown rating that measures risk-adjusted returns and consistency of performance across all of a manager’s qualifying funds for periods up to five years. Certificates are awarded to the runners-up in second and third place in the domestic management company rankings. There is a Raging Bull Award for the Offshore Management Company of the Year. The award is made on the basis of a manager’s average PlexCrown rating for the management of foreign-currency funds domiciled outside of South Africa but which the FSB has approved as suitable for South African investors. More about this event, how the awards are chosen and the eligibility rules. For details of all fund awards, please contact Old Mutual Unit Trust Managers. The Old Mutual Global Equity Fund received a Raging Bull award on 25 January 2017, the fifth year in a row.