Old Mutual Fundamental Relationships

F00000QQD8 -- Ireland Fund  

GBp 1,504  60.00  3.84%

The Drivers Module shows relationships between Old Mutual's most relevant fundamental drivers and provides multiple suggestions of what could possibly affect the performance of Old Mutual US Dividend U1 GBP Acc over time as well as its relative position and ranking within its peers. Additionally see Investing Opportunities.

Old Mutual US Cash Position Weight vs. Minimum Initial Investment Fundamental Analysis

Old Mutual US Dividend U1 GBP Acc is one of the top funds in minimum initial investment among similar funds. It is one of the top funds in cash position weight among similar funds . The ratio of Minimum Initial Investment to Cash Position Weight for Old Mutual US Dividend U1 GBP Acc is about  27,472,527 
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.
Old Mutual 
Minimum Initial Investment 
=  
First Fund Deposit 
=
75M
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.
Percentage of fund asset invested in cash equivalents or risk free instruments. About 40% of all global funds carry cash on their balance sheet.
Old Mutual 
Cash Percentage 
 = 
% of Cash 
 
in the fund 
=
2.73%
Funds or Etfs that have over 40% of their value invested in low risk instruments or cash equivalents typically attract conservative investors.

Old Mutual US Cash Position Weight Comparison

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