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Old Mutual European Equity C USD

Ranked 103 out of 104 in - Europe over 12 months
All calculations are in EUR unless stated

Managed by

Ian Ormiston

Born in the early seventies, Ian Ormiston holds the investment management and research qualification from the IIMR. He began his financial career in 1994 at Asahi Life as a European equity manager. In 2000 he moved to Singer & Friedlander in the same position. He then joined Ignis Asset Management in 2007 where he spent 7 years before joining Old Mutual Asset Management in 2014. Ian uses a pragmatic growth investment style.

Objective

The objective of the Fund is to seek to achieve asset growth through investment in a well-diversified portfolio of securities of European issuers, of issuers established outside Europe which have a predominant proportion of their assets or business operations in Europe or of securities listed or having a listing on a European exchange. It is not proposed to concentrate investments in any one industry or sector.

Showing fund performance in Portugal View performance globally

Performance

Europe over : 31/05/2017 - 31/05/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -6.4%
2017 6.5% 4.7% 0.9% 0.4% 0.4%
2016 -8.1% -10.8% -7.5% 1.4% 9.8%
2015 6.1% 14.6% -0.7% -10.3% 4.0%
2014 4.3% 1.9% 0.9% 0.9% 0.6%
2013 20.9% 7.2% -1.8% 6.5% 7.9%
2012 19.0% 10.8% -4.1% 9.3% 2.4%
2011 -14.0% 1.1% -2.9% -17.0% 5.6%
2010 12.0% 5.7% -6.5% 7.7% 5.3%
2009 25.4% -8.7% 15.0% 14.4% 4.5%
2008 -47.7% -19.2% -4.2% -13.8% -21.6%
2007 5.0% 3.5% 7.1% -4.2% -1.1%
2006 15.9% 6.6% -6.1% 6.6% 8.5%
2005 21.9% 4.0% 5.7% 5.4% 5.2%
2004 9.3% 2.1% 3.7% -1.8% 5.1%
2003 3.5% -13.7% 11.7% -0.5% 7.8%
2002 -13.6%

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. Macau
  10. Norway
  11. Peru
  12. Portugal
  13. Singapore
  14. Sweden
  15. Switzerland
  16. Taiwan
  17. United Kingdom

Fund Info

  • Launch date31/07/2002
  • Share Class size02Mn
  • Base currencyUSD
  • ISIN IE0031332590

Purchase Info

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

Charges

  • Annual management1.50%
  • Initial investment1

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