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Old Mutual Pacific Equity A USD

Ranked 113 out of 136 in - Asia Pacific Excluding Japan over 12 months
All calculations are in USD unless stated

Managed by

Joshua Blaise Crabb

Joshua Crabb is head of Asian equities at Old Mutual Global Investors having joined the group from BlackRock in 2014 where he was a portfolio manager and research analyst. Prior to joining BlackRock in 2007, he worked as investment director at Prudential Asset Management in Hong Kong and served as vice president at Bankers Trust in Sydney respectively. Hong Kong-based Joshua is a CFA Charter holder and has over 18 years of investment experience. Away from the office, he enjoys a variety of outdoor sports including hiking, mountain biking, scuba diving and trail running.

Objective

The objective of the Fund is to seek to achieve asset growth through investment in a well-diversified portfolio of securities of Pacific region issuers or of issuers established outside the Pacific region which have a predominant proportion of their assets or business operations in the Pacific region. It is not proposed to concentrate investments in any one industry or sector. The Fund will not invest less than 70 per cent. of the Net Asset Value of the Fund in a well-diversified portfolio of securities of Pacific region issuers or of issuers established outside the Pacific region which have a predominant proportion of their assets or business operations in the Pacific region.

Showing fund performance in Singapore View performance globally

Performance

Asia Pacific Excluding Japan over : 30/06/2017 - 30/06/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -7.0% -5.6%
2017 36.1% 14.2% 0.3% 4.4% 13.9%
2016 8.6% -3.0% 1.9% 11.5% -1.4%
2015 -12.6% 3.2% 0.9% -19.4% 4.1%
2014 10.2% -0.9% 7.2% 0.4% 3.4%
2013 -3.1% 0.5% -6.9% 4.8% -1.2%
2012 22.2% 10.2% -5.4% 15.4% 1.5%
2011 -11.2% 0.6% 0.8% -14.2% 2.1%
2010 21.4% 0.3% -4.8% 19.1% 6.8%
2009 54.3% -2.7% 28.0% 20.1% 3.2%
2008 -41.1% -6.5% -5.0% -19.1% -18.1%
2007 39.6% 6.3% 12.0% 13.1% 3.7%
2006 29.5% 5.2% 0.4% 6.4% 15.3%
2005 20.0% 0.9% 5.2% 9.2% 3.5%
2004 22.7% 7.7% -7.4% 7.3% 14.6%
2003 37.5% -6.7% 17.5% 10.1% 13.9%
2002 -8.6% 7.3% -4.3% -15.1% 4.8%
2001 -4.7% -8.1% 1.3% -18.8% 26.2%
2000 -8.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date13/09/2000
  • Share Class size97Mn
  • Base currencyUSD
  • ISIN IE0005264431

Purchase Info

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

Charges

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

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