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
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

Quick stats

1 Year return

34.44 %

1 Year rank in sector

2/275

Sector

UT UK All Companies

Yield

0.67

Fund size

£ 130.9 m

FE Risk score

105

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund2.4 %17.31 %34.44 %83.63 %178.58 %
Sector-0.17 %5.47 %13.48 %24.77 %66.12 %
Rank within sector16 / 2822 / 2812 / 2751 / 2572 / 244
Quartile th1 st1 st1 st1 st1 st

Calendar performance

YTD-20172016201520142013
Fund22.48 %10.65 %24.85 %7.96 %38.76 %
Sector8.71 %11.16 %3.66 %0.59 %25.66 %
Rank within sector5 / 279149 / 2693 / 26114 / 25517 / 248
Quartile th1 st3 rd1 st1 st1 st

Risk statistics

Alpha13.93
Beta1.14
Sharpe1.53
Volatility13.62
Tracking error8.89
Information ratio1.64
R-Squared0.59

Price movement

52 week high169.6
52 week low124.7
Current bid price0
Current offer price0
Current mid price166.7

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

  • 9.3% BOOHOO.COM PLC
  • 6.08% PAYSAFE GROUP PLC
  • 5.2% ASCENTIAL PLC
  • 4.57% SSP GROUP PLC
  • 3.71% MICRO FOCUS INTERNATIONAL
  • 3.7% 3I GROUP PLC ORD
  • 3.51% ASHTEAD GROUP
  • 3.46% WORKSPACE GROUP PLC
  • 3.25% SHAWBROOK GROUP PLC
  • 3.18% RENTOKIL INITIAL