Old Mutual UK Alpha Fund monthly update with Richard Buxton - September 2016

Please join us on Thursday 5 July 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, including the Global Equity, North American Equity and Asia Pacific Funds.

Ian Heslop, head of global equities, and Justin Wells, strategist, global equities, will update you on their analysis of the market environment, including recent political uncertainty, 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.

With trade tensions escalating, an increasingly hawkish US Federal Reserve and a creatively dovish European Central Bank, stock market volatility is likely to rear its head once more. Richard will discuss which stocks will likely be the winners… and which the losers.

As always, Richard will be happy to answer any questions you may have.

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: 59950

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.

During the call, Mark and Nicholas will discuss:

•Why they think the move higher in bond yields is over for now, and what this means for other assets

•The opportunities available from the pockets of value created on parts of the US curve and in certain riskier bond assets

•Whether a period of higher volatility is really set to persist for the rest of 2018 or if expectations of this are being overplayed

•The performance and positioning within the Old Mutual Global Strategic Bond Fund and the Old Mutual Strategic Absolute Return Bond Fund year to date

As always, Mark and Nicholas 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: 59488

Please join Dan Nickols, head of UK mid & small cap equities and manager of the Old Mutual UK Smaller Companies Fund, and Richard Watts, manager of the Old Mutual UK Mid Cap Fund, for an update on how they view opportunities among UK small and medium-sized companies.

During the call Dan and Richard will also set out how, and why, the team is positioned for the current environment both from a sector and stock perspective.

Dan and Richard will also be happy to take your questions at the end of the call.

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: 59183

Please join Ian Ormiston, manager of the Old Mutual Europe (ex UK) Smaller Companies Fund, for live webcast.

With economic growth losing some momentum in the eurozone, how does this impact European smaller company investors? Ian Ormiston touches on the macroeconomic outlook for his asset class, and explains how the Old Mutual Europe (ex UK) Smaller Companies Fund is positioned currently. Ian will be happy to take your questions at the end of the call.

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 - 59188

Dear Investor,

Please join us on Wednesday 25 April for our quarterly review call to discuss the performance of the Old Mutual Absolute Return Government Bond Fund (ARGBF) over the first three months of 2018.

Paul Shanta, senior portfolio manager, and Huw Davies, investment director, will update you on their analysis of the market environment, changes in investor sentiment and appetite for sovereign debt across the globe.

They will detail how the fund has navigated the last quarter, their outlook for the coming three months, 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: 58983

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

Can UK equities recover from their low-ranking position on the global equity leaderboard? During the call, Richard Buxton will take a look at what could typically drive sector and stock leadership going into the second quarter.

As always, Richard will be happy to answer any questions you may have.


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: 58687

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.

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

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.

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

Sentiment around UK equities remains decidedly chilly relative to many world stock markets. Justified or not? During the webcast, Richard Buxton will share his views on the macroeconomic outlook and latest fund positioning.

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

Participant Dial In Numbers:
+44 (0) 20 3003 2666 - Standard International Access
0808 109 0700 - UK Toll Free
1 866 966 5335 - USA Toll Free
Password: 58264

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

Barely a month into the new year and, already, the talk is of rising bond yields. But pace is everything.

During the call, Richard will be discussing whether gently rising bond yields will continue to accommodate positive economic data, or whether investors will be spooked by the return of the inflation genie, courtesy of rising oil prices. As always, Richard 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: 57872

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 Lloyd Harris, manager of the Old Mutual Corporate Bond Fund, for a review of the fund over the last three months.

Lloyd will discuss his market outlook in the wake of the latest Brexit negotiations. He will also detail how he has been positioning the fund, and review performance over the last quarter.

As always, Lloyd 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

Passcode: 57016

For the majority of equity investors, 2017 ended with a bang not a whimper. A combination of accelerating economic growth and low inflation, coupled with a willingness to take on more risk in the search for yield underpinned share prices. Will investors witness more of the same in 2018? Alternatively, how acceptable is the premise that higher valuations will typically lead to lower returns?

Join Richard Buxton, head of UK equities, and manager of the Old Mutual UK Alpha Fund for his first webcall of the new year.

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 - 57018

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

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.

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.

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.

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.

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

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.