Fact sheet: Old Mutual Equity 1

Fund information

Fund name
Old Mutual Equity 1 A Acc GBP
Fund company manager
Old Mutl Glbl Investors(UK)Ltd
Fund type
UKA
Fund manager(s)
Richard Watts
since 30/04/2010
Fund objective
To maximise capital growth through investment in a focused portfolio of predominantly UK equities.
Benchmark
FTSE 250 (ex ITs) Index
Investment style
Growth
Investment method
Shares

Performance snapshot

Sector
Fund
Sector
Fund
Sector
Fund

Quick stats

1 Year return

25.21 %

1 Year rank in sector

12/273

Sector

UT UK All Companies

Yield

0.78

Fund size

£ 124.1 m

FE Risk score

102

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Sector
Fund
Sector
Fund
Sector
Fund

Cumulative performance

1m6m1y3y5y
Fund-0.65 %2.33 %25.21 %72.85 %156.57 %
Sector-0.42 %1.81 %13.19 %29.69 %61.59 %
Rank within sector192 / 27890 / 27612 / 2734 / 2561 / 243
Quartile th3 rd2 nd1 st1 st1 st

Calendar performance

YTD-20172016201520142013
Fund22.63 %10.65 %24.85 %7.96 %38.76 %
Sector10.64 %11.16 %3.66 %0.59 %25.66 %
Rank within sector14 / 273145 / 2633 / 25614 / 25017 / 243
Quartile th1 st3 rd1 st1 st1 st

Risk statistics

Alpha9.32
Beta1.17
Sharpe1.2
Volatility13.61
Tracking error8.94
Information ratio1.15
R-Squared0.59

Price movement

52 week high172.2
52 week low130.2
Current bid price0
Current offer price0
Current mid price166.9

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

  • 7.58% BOOHOO.COM PLC
  • 5.36% ASCENTIAL PLC
  • 4.94% SSP GROUP PLC
  • 3.79% 3I GROUP PLC ORD
  • 3.63% FEVERTREE DRINKS PLC
  • 3.53% RENTOKIL INITIAL
  • 3.34% HOMESERVE
  • 3.32% WORKSPACE GROUP PLC
  • 3.26% ASHTEAD GROUP
  • 3.16% MICRO FOCUS INTERNATIONAL PLC