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Old Mutual Global Currency Feeder A

Ranked 21 out of 59 in - Global Short Term over 12 months
All calculations are in USD unless stated

Managed by

Urvesh Desai

Objective

The fund aims to maximise total return to investors through full exposure to a basket of major foreign currencies by investing in a foreign collective investment scheme focusing on global currencies. Any income earned will be of an incidental nature.

Performance

Global Short Term over : 30/09/2017 - 30/09/2018
  • Rank 21/59 Total Return
  • Rank 27/59 Standard Deviation
  • Rank 22/59 Max Drawdown
Fund Name Currency Return
19 SEI Euro Moderate EUR Wealth C Acc USD

-0.6%

20 SEI Global Short Term Bond GBP D

Currency exposure is hedged

Currency exposure is hedged

GBP

-0.7%

21 Old Mutual Global Currency Feeder A USD

-0.9%

22 AZ Fund 1 Short Term Glbl High Yield A AZ F H Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.0%

23 Dimensional Global Short Dated Bond GBP Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

-1.0%

Fund Name Currency Loss
20 Robeco Global CreditsShort Maturity IH EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.9%

21 Fidelity Funds - Glbl Short Dur Inc A-ACC-USD USD

-2.5%

22 Old Mutual Global Currency Feeder A USD

-4.4%

23 LionGlobal Short Duration Bond A SGD Dis USD

-4.4%

24 C+F Diversified Currencies (ex Euro) Cap USD

-4.7%

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 2.7% -3.8% -0.6%
2017 10.6% 0.9% 6.9% 1.7% 0.9%
2016 -1.7% 1.6% 1.2% 0.0% -4.4%
2015 -3.5% -2.6% 0.9% -0.7% -1.2%
2014 -5.6% 1.0% -0.6% -3.4% -2.7%
2013 6.2% -0.3% 0.0% 0.6% 5.9%
2012 -3.6% -1.2% -0.7% -0.2% -1.5%
2011 -0.9% 0.4% -0.9% -0.2% -0.3%
2010 -0.7% 0.4% 0.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. South Africa

Fund Info

  • Launch date01/03/2010
  • Share Class size364Mn
  • Base currencyZAR
  • ISIN ZAE000140380

Purchase Info

  • Min. initial investment10,000
  • Min. regular additional investment500

Charges

  • Annual management0.86%
  • Initial investment0.00%

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