Individual Investers.

 

Clay Finlay offers its institutional investment strategies to individual investors through separately managed accounts and mutual funds. Consult your financial advisor to learn more about how international investing can diversify your long-term investment portfolio.

Managed Accounts

Clay Finlay LLC offers separately managed accounts for individuals, with a minimum investment of $100,000. Portfolios can be customized and tailored to accommodate an individual's specific financial goals, objectives and preferences.

Product Benchmark Description
Global Emerging Markets (ADR) MSCI Emerging Markets Managed Account
Global Equity (ADR) MSCI World (Gross) Managed Account
International Equity (ADR) MSCI EAFE (Gross) Managed Account

To learn more about Clay Finlay's managed account capability, please contact:

Allison Ehrlich
Marketing Analyst, Sales and Client Services
aehrlich@clayfinlay.com



Mutual Funds


Clay Finlay sub-advises mutual funds in the Old Mutual Advisor Funds series of mutual funds distributed by Old Mutual Investment Partners. The funds listed below are for investors with a long-term investment horizon who can tolerate the risks associated with international investing. Consult your financial advisor.

Fund Share Class
Old Mutual Clay Finlay Emerging Markets Fund Class A, C
Old Mutual Clay Finlay China Fund Class A, C
Old Mutual International Fund Class A, C

To learn more about mutual funds in the Old Mutual Advisor Fund Series, please contact:

Old Mutual Investment Partners
Phone: 1-888-744-5050





This mutual fund information must be preceded or accompanied by a current prospectus. The prospectus contains important information, including information about a Fund's investment objectives, risks, charges and expenses and should be read carefully and considered before investing or sending money. The mutual funds referred to on this web site are offered and sold only to persons residing in the United States and are offered by prospectus only.

Any performance data quoted represents past performance, which is not a guarantee of future results. Investment return and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost. Performance current to the most recent day can be obtained here or by calling 1-888-744-5050 (Investors) or 1-888-772-2888 (Financial Advisors).

Mutual fund investing involves risk including possible loss of principal. Although this Fund strives to achieve its goal, it cannot guarantee that the goal will be achieved. Please see the prospectus for more information on the Fund's investment strategies and risks.

Investments in foreign securities may involve different risks than U.S. investments, including fluctuations in currency exchange rates, potentially unstable political and economic structures, less efficient trade settlement practices, reduced availability of public information, and lack of uniform financial reporting and regulatory practices similar to those that apply to U.S. issuers. Please consult your financial advisor.

"Old Mutual" is the marketing name for the affiliated companies of Old Mutual plc, a global financial services organization. Old Mutual Investment Partners is the distributor for Old Mutual Advisor Funds and Old Mutual Advisor Funds II and is an indirect, wholly owned subsidiary of Old Mutual plc.

Distributor: Old Mutual Investment Partners, Member NASD, SIPC. D-06-045, 6/2006

© 2008 Clay Finlay LLC  |  Legal Notices