OLD MUTUAL WORLD EQUITY FUND
Long-term capital growth by investing in shares (i.e. equities) and similar investments of companies listed or located throughout the world.
REASONS TO RECOMMEND
WORLD EQUITIES OFFER VAST OPPORTUNITIES FOR GROWTH
The completely unconstrained investment style of the fund allows it to tap into the massive investment opportunities that exist within global equity markets.
UNIQUE INVESTMENT APPROACH
The investment team leverages a dynamic process, including continuous monitoring of the market, in order to capture value across the broadest spectrum of stocks from aroundthe world.
The fund’s unique approach to stock selection realises the appeal of being invested in a truly diversified fund. Unlike peers, who remain heavily weighted towards certain sectors, the fund is able to seek out compelling investment opportunities wherever these exist globally, irrespective of sector, country or region.
FOCUS ON PERFORMANCE
The fund benefits from the investment team’s strong, performance-driven culture. The fund managers have worked together for more than 10 years.
WHAT YOUR CLIENTSCAN EXPECT
The fund is designed to capture and enhance the power of the global equity market through a highly diversified portfolio. The team pursue a dynamic investment process, focused on stock selection through analysis of fundamental company data, but taking account of the macro environment and investor sentiment. The unique approach is aimed at providing significant diversification from concentrated, style-biased world equity funds.