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Old Mutual Portfolio Hedged Income A GBP Inc

Ranked 78 out of 257 in - Global Equity over 12 months
All calculations are in GBP unless stated

Objective

To achieve long term capital growth and income through investment in a globally diversified portfolio of property related securities.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

Global Equity over : 31/10/2016 - 31/10/2017
  • Rank 78/257 Total Return
  • Rank 116/257 Standard Deviation
  • Rank 108/257 Max Drawdown
Fund Name Currency Risk
115 Advance Wholesale Global Property

Currency exposure is hedged

Currency exposure is hedged

AUD

6.1

116 Deutsche Invest I RREEF Global Real Estate Sec FC USD

6.1

116 Old Mutual Portfolio Hedged Income A GBP Inc

Currency exposure is hedged

Currency exposure is hedged

GBP

6.1

116 John Hancock Global Real Estate Fund;NAV USD

6.1

Fund Name Currency Loss
106 Portfoliometrix BCI Global Property Fund of Fun... USD

-2.4%

107 JPM Gl Real Est Securities USD A Acc USD USD

-2.5%

108 BGF World Real Estate Securities A2 USD USD

-2.5%

108 Old Mutual Portfolio Hedged Income A GBP Inc

Currency exposure is hedged

Currency exposure is hedged

GBP

-2.5%

108 AMP Capital Global Property Securities Wh

Currency exposure is hedged

Currency exposure is hedged

AUD

-2.5%

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 1.6% 3.7% 1.0%
2016 -1.4% 1.7% -0.4% 1.8% -4.3%
2015 1.8% 5.7% -8.1% -0.5% 5.4%
2014 21.8% 2.3% 8.1% -1.0% 11.3%
2013 4.0% 6.7% -3.6% 0.9% 0.3%
2012 22.8% 9.5% 0.4% 5.5% 5.9%
2011 -10.4% 0.9% 1.0% -17.8% 7.0%
2010 11.3% 2.4% -8.2% 12.6% 5.2%
2009 18.5% -31.4% 29.7% 27.8% 4.2%
2008 -49.0% -4.6% -8.2% -7.7% -36.8%
2007 -19.0% 2.4% -8.7% -2.0% -11.5%
2006 37.0% 13.9% 0.4% 8.4% 10.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Sweden
  2. United Kingdom

Fund Info

  • Launch date03/10/2005
  • Share Class size22Mn
  • Base currencyGBP
  • ISIN GB00B0L4QH90
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment5,000

Charges

  • Annual management1.75%
  • Initial investment5

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