Funds by Old Mutual Wealth Professional

Fund & Sector
1 Month Perf.
1 Year Perf.
3 Year Perf.
5 Year Perf.
TER
OMW Prof Pacific Index Pn
PN Asia Pacific Excluding Japan
View Factsheet
6.4%
111 / 228
50.1%
48 / 222
41%
104 / 209
58.8%
100 / 191
0.21%
OMW Prof US Index Pn
PN North America
View Factsheet
3.6%
125 / 318
45.5%
93 / 308
70.7%
83 / 295
129.9%
106 / 271
0.23%
OMW Prof Fidelity Asia Pn
PN Asia Pacific Excluding Japan
View Factsheet
6.3%
124 / 228
43.5%
136 / 222
52.9%
19 / 209
69.3%
41 / 191
1.38%
OMW Prof Fidelity Am SplSits Pn
PN North America
View Factsheet
2%
308 / 318
43.2%
152 / 308
84.6%
3 / 295
165.2%
2 / 271
1.34%
OMW Prof Fidelity American Pn
PN North America
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3.7%
101 / 318
42%
190 / 308
51.7%
256 / 295
99%
240 / 271
1.34%
OMW Prof Fleming EmgMktInv T Pn
PN Global Emerging Markets
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6.5%
137 / 276
41.2%
218 / 267
35.5%
59 / 229
39.2%
64 / 189
1.11%
OMW Prof Ethical Pn
PN Global Equities
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4.4%
522 / 1043
40.6%
190 / 965
41.9%
372 / 851
105.4%
147 / 752
0.77%
OMW Prof Fidelity Gbl SplSit Pn
PN Global Equities
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5.3%
142 / 1043
40.1%
218 / 965
64.9%
7 / 851
134.4%
11 / 752
1.34%
OMW Prof Liontrust Income Pn
PN Global Equities
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5.8%
44 / 1043
39%
273 / 965
25.6%
773 / 851
75.4%
570 / 752
1.21%
OMW Prof OM Fid Gbl Focus Pn
PN Global Equities
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5.1%
203 / 1043
38.3%
301 / 965
52.2%
142 / 851
103.7%
161 / 752
1.29%
OMW Prof Global Pn
PN Global Equities
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4.9%
290 / 1043
36.5%
368 / 965
26.6%
754 / 851
61.7%
675 / 752
0.88%
OMW Prof Japanese Index Pn
PN Japan
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4.9%
122 / 195
35.9%
85 / 189
52.4%
84 / 180
92.3%
106 / 169
0.17%
OMW Prof OM Voygr Gbl Dyn Eq Pn
PN Global Equities
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4.7%
404 / 1043
35.1%
445 / 965
23.7%
805 / 851
55.8%
699 / 752
1.48%
OMW Prof F & Inv Trust Pn
PN Global Equities
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5.3%
138 / 1043
34.8%
465 / 965
53.8%
121 / 851
110.7%
88 / 752
0.89%
OMW Prof Fidelity Jap Sm Cos Pn
PN Japan
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6.8%
21 / 195
30.8%
167 / 189
54.9%
54 / 180
105.4%
47 / 169
1.39%
OMW Prof Invesco Perp Mgd Pn
PN Flexible Investment
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4.5%
68 / 489
30.6%
55 / 437
34.8%
58 / 311
95.6%
7 / 250
0.68%
OMW Prof European Index Pn
PN Europe Excluding UK
View Factsheet
7.7%
58 / 367
30.5%
89 / 359
27.9%
171 / 341
84.9%
204 / 313
0.17%
OMW Prof Fidelity MulAss Adv Pn
PN Flexible Investment
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3.9%
174 / 489
29.9%
76 / 437
34.9%
57 / 311
67.9%
124 / 250
1.39%
OMW Prof Index Balanced Pn
PN Mixed Investment 40%-85% Shares
View Factsheet
4.1%
157 / 915
28.2%
64 / 810
34.6%
31 / 699
73%
29 / 601
0.29%
OMW Prof Liontrust UK Growth Pn
PN UK All Companies
View Factsheet
5.7%
14 / 869
28%
95 / 845
32.9%
18 / 808
78.3%
175 / 762
1.2%
OMW Prof Fidelity Japan Pn
PN Japan
View Factsheet
5.7%
57 / 195
27.6%
180 / 189
40%
163 / 180
63.7%
164 / 169
1.41%
OMW Prof Fidelity Select Mgd Pn
PN Global Equities
View Factsheet
5%
243 / 1043
27.5%
831 / 965
35.7%
514 / 851
78.1%
522 / 752
2.25%
OMW Prof Fidelity Euro Opps Pn
PN Europe Excluding UK
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7.1%
109 / 367
27.2%
187 / 359
31%
96 / 341
87.8%
180 / 313
1.37%
OMW Prof OM Fdtn 4 Pn
PN Mixed Investment 40%-85% Shares
View Factsheet
3.8%
336 / 915
27.1%
102 / 810
-
-
-
-
0.81%
OMW Prof Fidelity Euro Pn
PN Europe Excluding UK
View Factsheet
7.3%
86 / 367
26.6%
203 / 359
31.9%
75 / 341
87.3%
184 / 313
1.35%
OMW Prof UK Index Pn
PN UK All Companies
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4.9%
76 / 869
26.1%
207 / 845
19.9%
246 / 808
59.7%
470 / 762
0.31%
OMW Prof HendersonEurSelOppPn
PN Europe Excluding UK
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6.4%
213 / 367
25.9%
223 / 359
31.6%
80 / 341
102.6%
84 / 313
1.24%
OMW Prof UK Equity Pn
PN UK All Companies
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4.3%
317 / 869
24.6%
303 / 845
24.4%
98 / 808
88.5%
99 / 762
0.6%
OMW Prof UK Dynamic Pn
PN UK All Companies
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4.1%
399 / 869
24%
347 / 845
26.3%
72 / 808
101.4%
48 / 762
0.72%
OMW Prof Fidelity Spcl Sits Pn
PN UK All Companies
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3.8%
512 / 869
23.7%
364 / 845
26.6%
67 / 808
111.4%
26 / 762
1.33%
OMW Prof Schroder Mgd Bal Pn
PN Mixed Investment 40%-85% Shares
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3.3%
560 / 915
23.7%
316 / 810
24.5%
356 / 699
61.7%
156 / 601
0.55%
OMW Prof Liontrust UK Sm Cos Pn
PN UK Smaller Companies
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3.3%
95 / 113
22.6%
1 / 107
46.4%
1 / 103
158.7%
4 / 96
1.18%
OMW Prof Retirement Annuity Pn
PN Flexible Investment
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4.6%
56 / 489
21.9%
272 / 437
29.5%
150 / 311
73.8%
92 / 250
-
OMW Prof OM Voygr Divfd Pn
PN Mixed Investment 20%-60% Shares
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2.8%
212 / 531
13.2%
284 / 465
4.7%
388 / 399
-
-
1.09%
OMW Prof Fidelity MnyBld Dv Pn
PN UK Equity Income
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3.5%
114 / 228
12.4%
200 / 225
23.4%
72 / 205
66.1%
127 / 192
0.97%
OMW Prof Fidelity Long Bd Pn
PN Sterling Long Bonds
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3.1%
12 / 117
11.8%
51 / 118
43.8%
12 / 107
44.2%
29 / 92
0.35%
OMW Prof LifeStyle Gilt Pn
PN Sterling Long Bonds
View Factsheet
3%
14 / 117
11.8%
54 / 118
43.7%
13 / 107
43.9%
30 / 92
0.35%
OMW Prof Old Mt Fdl MnBd IncPn
PN Sterling Corporate Bond
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1.8%
49 / 264
7.3%
177 / 260
20.6%
79 / 235
36.2%
137 / 211
0.97%
OMW Prof Fixed Interest Pn
PN Sterling Fixed Interest
View Factsheet
2%
30 / 178
7.1%
85 / 173
20.7%
66 / 140
36.4%
32 / 125
0.41%
OMW Prof Henderson Pref&Bond Pn
PN Sterling Strategic Bond
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1.4%
49 / 173
6.9%
106 / 168
17.6%
22 / 155
47.5%
44 / 143
1.05%
OMW Prof Retirement Ann Cash Pn
PN Money Market
View Factsheet
0%
29 / 249
0.5%
31 / 242
1.4%
27 / 226
2.4%
26 / 214
-
OMW Prof Sterling Deposit Pn
PN Money Market
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0%
35 / 249
0.4%
33 / 242
1.4%
28 / 226
2.4%
28 / 214
0.11%
OMW Prof LifeStyle Deposit Pn
PN Money Market
View Factsheet
-
71 / 249
0.4%
35 / 242
1.3%
31 / 226
2.4%
30 / 214
0.11%
OMW Prof Fidelity Cash Pn
PN Money Market
View Factsheet
-
71 / 249
0.2%
83 / 242
0.3%
77 / 226
0.6%
74 / 214
0.17%
OMW Prof Aviva Inv Prp Tst Pn
PN UK Direct Property
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0.9%
67 / 162
-2.8%
101 / 158
8.7%
145 / 153
23.6%
127 / 149
1.69%
OMW Prof Property Pn
PN UK Direct Property
View Factsheet
0.6%
124 / 162
-3.8%
123 / 158
22.3%
91 / 153
38.4%
47 / 149
1.16%
Data provided by

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