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

32.29 %

1 Year rank in sector

7/273

Sector

UT UK All Companies

Yield

0.65

Fund size

£ 141.2 m

FE Risk score

103

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund2.16 %20.03 %32.29 %81.94 %187.92 %
Sector-0.61 %9.29 %21.33 %24.63 %74.67 %
Rank within sector4 / 2804 / 2787 / 2731 / 2592 / 243
Quartile th1 st1 st1 st1 st1 st

Calendar performance

YTD-20172016201520142013
Fund18 %10.65 %24.85 %7.96 %38.76 %
Sector8.23 %11.16 %3.66 %0.59 %25.66 %
Rank within sector7 / 278150 / 2703 / 26214 / 25717 / 250
Quartile th1 st3 rd1 st1 st1 st

Risk statistics

Alpha11.11
Beta1.17
Sharpe1.27
Volatility13.82
Tracking error9.02
Information ratio1.33
R-Squared0.59

Price movement

52 week high163.9
52 week low104.2
Current bid price0
Current offer price0
Current mid price160.6

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

  • 6.84% BOOHOO.COM PLC
  • 6.57% PAYSAFE GROUP PLC
  • 5.12% ASCENTIAL PLC
  • 4.1% MELROSE INDUSTRIES PLC
  • 3.95% SSP GROUP PLC
  • 3.93% MICRO FOCUS INTERNATIONAL
  • 3.35% RPC GROUP
  • 3.33% ASHTEAD GROUP
  • 3.19% WORKSPACE GROUP PLC
  • 3.15% JD SPORTS FASHION PLC