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Home > Financial Services > Mutual Funds > Analytic Funds
Analytic Funds
Analytic is part of Old Mutual Asset Managers in U.S. a group of affiliate firms selected by Old Mutual that have complementary investment styles of non-overlapping and are considered top-quality investment management firms.
Analytic makes its up to date quantitative investment management expertise available to individual investors and Registered Investment Advisors through diverse mutual fund and separately managed account platforms. Analytic Investors manages U.S. hedged equity, international equity and short-term fixed income mutual fund portfolios.The Analytic Short-Term Income Fund and Analytic Global Long-Short Fund are distributed by SEI Investments Distribution Co., Inc.
Analytic Global Long-Short Fund seeks capital appreciation. The fund normally invests at least 65 percent of its total assets in equity securities of companies located outside the United States. The fund does not invest in securities of companies located in emerging markets. It may invest in American Depositary Receipts, European Depositary Receipts and other similar global instruments. Analytic Global Long-Short Instl Category is Long-Short, Net Assets is 6.09M, Year-to-Date Return 5.07 percent, Yield is 0.00 percent, Morningstar Rating is four stars, and Fund Inception Date is 30-Sep-99.
Analytic Short-Term Govt Inc Instl seeks income consistent with minimal fluctuations in market value and low credit risk. The fund generally invests at least 80 percent of assets in U.S. government securities. It may invest the balance in high grade debt or foreign securities. The fund typically maintains a dollar weighted average maturity and weighted average duration between one and three years. Analytic Short-Term Income Fund net Asset Value is 10.19, Trade Time is Apr 5, and Change increased to 0.01 percent, Prev Close 10.19, YTD Return 0.21 percent, Net Assets is 52.49M, Yield 4.66 percent.
Analytic Investor's portfolio management team is a sub-advisor for the Old Mutual Analytic Disciplined Equity Fund. Under normal market conditions, the Old Mutual Analytic Disciplined Equity Fund invests at least 80 percent of its total assets in equity securities of corporations whose securities are traded in the U.S. While the Fund may invest in companies of any size, it usually invests in average to large capitalization companies valued at more than $2 billion at the time of purchase. Through disciplined, quantitative analysis and stock selection, the Fund seeks to exceed the returns of its benchmark, the S&P 500 Index, over full market cycles with no greater instability than that of the Index.
With the past performance of the company in mind and the expertise and dedication of the management and staff the company is expected go to far greater heights in the near future.
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