Merian Global Equity A Acc

Ranked 418 out of 752 in - Global over 12 months
All calculations are in GBP unless stated

Managed by

Amadeo Alentorn

Amadeo Alentorn joined Old Mutual in 2005. He is a fund manager in the global equities team, and is also responsible for directing the quantitative research programme. He has extensive experience in investment, quantitative research and software development. Prior to joining Old Mutual, he developed simulation models for systemic and liquidity risk at the Bank of England (2004-2005), and worked as a software developer for CAD systems (2001-2004) and for robotic applications (1998-1999). Amadeo holds a BEng in Robotics (2000) from the University of Plymouth, an MSc in Computer Science (2001) and a PhD in Computational Finance (2006) from the University of Essex. During his doctoral research he developed a new option pricing model based on extreme value theory. He is a CFA charterholder.

Ian Heslop

Ian Heslop was born in South Shields in the United Kingdom in the early seventies. He holds a BA in chemistry from Oxford University and a PhD in medicinal chemistry from Edinburgh University. He started his career in the financial industry in 1997 when he joined Barclays Global Investors. After three years he then joined Old Mutual Asset Management is currently head of quantitative strategies. Ian is a member of ASIP and outside of fund management he likes to unwind by playing squash and football.

Mike Servent

Mike Servent joined OMGI in November 2004 from Barra International where he was a senior consultant specialising in the implementation of multi asset-class risk systems. Prior to this he spent five years with COR Risk Solutions, which developed optimisation, backtesting and modelling software. At COR he worked as commercial development manager as well as undertaking research projects with various clients. Mike has an MA in physics from Oxford University.

Objective

To achieve long term capital growth through the active management of a diversified portfolio invested primarily in a broad range of global equities

Showing fund performance in United Kingdom View performance globally

Performance

Global over : 31/03/2018 - 31/03/2019
  • Rank 418/752 Total Return
  • Rank 664/752 Standard Deviation
  • Rank 672/752 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 10.1%
2018 -7.0% -4.5% 9.7% 4.7% -15.2%
2017 13.9% 6.1% -0.4% 2.9% 4.8%
2016 30.2% 1.3% 5.1% 10.6% 10.6%
2015 8.2% 9.4% -5.2% -5.4% 10.4%
2014 15.0% 2.1% 1.8% 3.4% 7.0%
2013 39.2% 20.9% 3.3% 4.4% 6.6%
2012 12.9% 10.9% -6.8% 7.4% 1.8%
2011 -3.9% 2.5% 1.4% -12.4% 5.6%
2010 20.1% 11.4% -12.6% 7.8% 14.5%
2009 13.6% -12.3% 5.4% 19.2% 3.0%
2008 -24.4% -10.6% 3.7% -13.8% -5.5%
2007 1.5% 3.5% 4.6% -1.6% -4.8%
2006 8.3% 7.5% -6.5% 1.9% 5.7%
2005 24.8% 1.8% 8.2% 7.9% 4.9%
2004 8.5% 1.4% 1.4% 0.4% 5.2%
2003 22.7% -1.5% 12.5% 4.6% 5.8%
2002 -25.3% 3.1% -13.8% -18.7% 3.4%
2001 -12.2% -8.5% 5.6% -19.7% 13.2%
2000 -6.5% -0.2% 1.3% -1.6% -6.1%
1999 23.0% 5.4% 6.7% -7.2% 17.9%
1998 23.9%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/12/2018

Top 10 Holdings

Stock Size
Apple Inc ORD 1.60%
Microsoft Corp ORD 1.38%
Amazon.com Inc ORD 1.16%
Visa Inc ORD 1.15%
Procter & Gamble Co ORD 1.13%
Roche Holding AG Par 1.03%
Boeing Co ORD 1.02%
Mastercard Inc ORD 1.01%
EMINI S&P MAR9 0.95%
Alphabet Inc ORD 0.88%
31/12/2018

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date15/07/1998
  • Share Class size61Mn
  • Base currencyGBP
  • ISIN GB00B1XG7H70

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment250

Charges

  • Annual management1.50%
  • Initial investment4.00%

Related News

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