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Old Mutual Portfolio Hedged Income A GBP Inc

Ranked 164 out of 246 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 : 31/01/2017 - 31/01/2018
  • Rank 164/246 Total Return
  • Rank 196/246 Standard Deviation
  • Rank 181/246 Max Drawdown
Fund Name Currency Risk
195 UBS Clarion Global Infrastructure Securities

Currency exposure is hedged

Currency exposure is hedged

AUD

6.7

196 Old Mutual Portfolio Hedged Income A GBP Inc

Currency exposure is hedged

Currency exposure is hedged

GBP

6.7

196 Morningstar Global Property Securities (Hedged) A

Currency exposure is hedged

Currency exposure is hedged

AUD

6.7

198 Russell Investments Global Listed Infra $A Hdg A

Currency exposure is hedged

Currency exposure is hedged

AUD

6.7

198 Virtus Duff & Phelps Intl Real Estate Securities;I USD

6.7

Fund Name Currency Loss
180 AMP Capital Global Real Estate Securities ZC EUR USD

-2.4%

181 BGF World Real Estate Securities A2 USD USD

-2.5%

181 Old Mutual Portfolio Hedged Income A GBP Inc

Currency exposure is hedged

Currency exposure is hedged

GBP

-2.5%

181 AMP Capital Global Property Securities Wh

Currency exposure is hedged

Currency exposure is hedged

AUD

-2.5%

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 11.2% 1.6% 3.7% 1.0% 4.5%
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 size21Mn
  • Base currencyGBP
  • ISIN GB00B0L4QH90
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment5,000

Charges

  • Annual management1.75%
  • Initial investment1.75

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