Old Mutual US Minimum Initial Investment vs. Equity Positions Weight Fundamental AnalysisOld Mutual US Dividend U1 GBP Acc is one of the top funds in equity positions weight among similar funds. It is one of the top funds in minimum initial investment among similar funds making about 771,050 of Minimum Initial Investment per Equity Positions Weight. Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.Minimum Initial Investment refers to minimum amount the fund family or category will require an investor to deposit to acquire the very first position in the fund or to open an account. In other words, Minimum Initial Investment is a guarantee that any investment from a purchaser of a fund meets the minimum requirement of the fund.
Fund managers put minimum investment restrictions on fund investments in order to allow the fund to function properly. Minimum restrictions allow fund managers to regulate cash flows of the fund, while guarding it from random trades that may negatively affect fund strategy.