Old Mutual US Dividend Fund quarterly update with Matt Egenes

Dear Investor,

Please join us on Friday 6 April for our quarterly review call to discuss the performance of the Old Mutual Global Equity Absolute Return Fund (GEAR) and long only funds managed by the global equities team.

Dr Ian Heslop, head of global equities, and Justin Wells, strategist, global equities, will update you on their analysis of the market environment, including the volatility spike of February, and changes in investor sentiment and appetite for risk.

They will detail how the funds have been navigating these conditions over the last quarter, and as always will be happy to take your questions.

Participant Dial In Number(s):
+44 (0) 20 3003 2666 - Standard International Access
0808 109 0700 - UK Toll Free
1 866 966 5335 - USA Toll Free

Password PM: 58350

Dear Investor,

Please join us on Friday 6 April for our quarterly review call to discuss the performance of the Old Mutual Global Equity Absolute Return Fund (GEAR) and long only funds managed by the global equities team.

Dr Ian Heslop, head of global equities, and Justin Wells, strategist, global equities, will update you on their analysis of the market environment, including the volatility spike of February, and changes in investor sentiment and appetite for risk.

They will detail how the funds have been navigating these conditions over the last quarter, and as always will be happy to take your questions.

Participant Dial In Number(s):
+44 (0) 20 3003 2666 - Standard International Access
0808 109 0700 - UK Toll Free
1 866 966 5335 - USA Toll Free

Password AM: 58349

Please join Paul Shanta, co-head, Old Mutual Absolute Return Government Bond Fund, for a webcast in which he will discuss performance and positioning in the fourth quarter and over 2017 in general.

Paul will also discuss the rates market outlook for 2018, touching on those areas where the team sees the greatest opportunities as the process of monetary-policy normalisation in developed markets grinds on.

Participant Dial In Number(s):
+44 (0) 20 3003 2666 - Standard International Access
0808 109 0700 - UK Toll Free
1 866 966 5335 - USA Toll Free

Password: 57153

Please join Mark Nash, head of fixed income, and Nicholas Wall, portfolio manager, for a webcast in which they will discuss the outlook for fixed income markets in 2018.

They will assess the macroeconomic backdrop and the prospects for further monetary-policy normalisation in advanced economies – highlighting the opportunities and challenges this process may present. Mark and Nicholas will also touch on performance and positioning over the fourth quarter.

Participant Dial In Number(s):
+44 (0) 20 3003 2666 - Standard International Access
0808 109 0700 - UK Toll Free
1 866 966 5335 - USA Toll Free

Passcode - 57019

Dear Investor,

Please join us on Wednesday 10 January for our quarterly review call to discuss the performance of the Old Mutual Global Equity Absolute Return Fund (GEAR) and long only funds.

Dr Ian Heslop, head of global equities, and Justin Wells, strategist, global equities, will update you on their analysis of the market environment, including recent sector rotations and changes in investors’ sentiment and appetite for risk.

They will detail how the funds have been navigating conditions over the last quarter, and as always will be happy to take your questions.

Participant Dial In Number(s):
+44 (0) 20 3003 2666 - Standard International Access
0808 109 0700 - UK Toll Free
1 866 966 5335 - USA Toll Free

Password:
57015 PM

Dear Investor,

Please join us on Wednesday 10 January for our quarterly review call to discuss the performance of the Old Mutual Global Equity Absolute Return Fund (GEAR) and long only funds.

Dr Ian Heslop, head of global equities, and Justin Wells, strategist, global equities, will update you on their analysis of the market environment, including recent sector rotations and changes in investors’ sentiment and appetite for risk.

They will detail how the funds have been navigating conditions over the last quarter, and as always will be happy to take your questions.

Participant Dial In Number(s):
+44 (0) 20 3003 2666 - Standard International Access
0808 109 0700 - UK Toll Free
1 866 966 5335 - USA Toll Free

Password:
57013 AM

Multi asset

Ned Naylor-Leyland takes the lid off precious metals investing, and gives his outlook for the yellow metal.

The Adviser Centre’s Peter Toogood asks OMGI’s Lloyd Harris why, when risk assets are in favour, investors might contemplate investment-grade corporate bonds.

John Peta and Nick Wall discuss how US monetary policy could impact developed and emerging market debt.

Ian Ormiston explains why European small-cap investors could still reap their rewards.

Trying to forecast the next inflection point in stock markets is likely to be a waste of time and effort, argues Ian Heslop.

Please join Richard Buxton, head of UK equities, for his monthly webcast.

In his last webcast of 2017, Richard touches on what he’d like to see in the chancellor’s budget, how politics and Brexit will overshadow business and investors’ plans next year and wonders if markets can continue to rise in 2018.

As always, Richard will be happy to take your questions.

Please join Lloyd Harris, and Rob James, managers of the Old Mutual Financials Contingent Capital Fund for a live webcast.

With interest rates still very low in historical perspective, investors are struggling to find reliable sources of income. Achieving consistently attractive yields is far from easy without taking on excessive risk.

Lloyd and Rob both have long experience analysing and investing in the financial sector, and will discuss how CoCos have grown in recent years as a new form of capital, and have become in their view an exciting alternative source of income. They will also be happy to take your questions.

Dialling details:

+44 (0) 20 3003 2666 - Standard International Access
0808 109 0700 - UK Toll Free
1 866 966 5335 - USA Toll Free
Password - 56420

Multi asset

Please join Mark Nash and Nicholas Wall, managers on our multi-sector fixed income team, for their quarterly webcast.

During the call, Mark and Nick will discuss:

•Performance and positioning within the Old Mutual Global Strategic Bond Fund and the Old Mutual Strategic Absolute Return Fund

•The recent hawkish turn in central bank language and action, and the long-term outlook for markets as stimulus policies are gradually scaled back

As always, the team will be happy to take your questions.

Participant Dial In Number(s):
+44 (0) 20 3003 2666 - Standard International Access
0808 109 0700 - UK Toll Free
1 866 966 5335 - USA Toll Free
Password - 55919

Please join Paul Shanta, co-head, Old Mutual Absolute Return Government Bond Fund, for a webcast in which he will discuss performance and positioning.

Following the recent decline in bond yields and inflation expectations amid rising geopolitical tensions, Paul will also touch on a number of opportunities the team has found amid dislocations within markets.

Participant Dial In Number(s):
+44 (0) 20 3003 2666 - Standard International Access
0808 109 0700 - UK Toll Free
1 866 966 5335 - USA Toll Free

Password: 55500

Please join us on Thursday 5 October for our quarterly review call to discuss the performance of the Old Mutual Global Equity Absolute Return Fund (GEAR) and Long Only Funds.

Dr Ian Heslop, Head of Global Equities, and Justin Wells, Strategist, Global Equities, will update you on their analysis of the market environment, including the reactions of markets to political developments, and changes in investors’ risk appetite and sentiment during recent months.

They will detail how the funds have been navigating recent conditions, and as always will be happy to take your questions.

Participant Dial In Number(s):
+44 (0) 20 3003 2666 - Standard International Access
0808 109 0700 - UK Toll Free
1 866 966 5335 - USA Toll Free

Password PM: 55602

Please join us on Thursday 5 October for our quarterly review call to discuss the performance of the Old Mutual Global Equity Absolute Return Fund (GEAR) and Long Only Funds.

Dr Ian Heslop, Head of Global Equities, and Justin Wells, Strategist, Global Equities, will update you on their analysis of the market environment, including the reactions of markets to political developments, and changes in investors’ risk appetite and sentiment during recent months.

They will detail how the funds have been navigating recent conditions, and as always will be happy to take your questions.

Participant Dial In Number(s):
+44 (0) 20 3003 2666 - Standard International Access
0808 109 0700 - UK Toll Free
1 866 966 5335 - USA Toll Free

Password AM: 55601