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

28.6 %

1 Year rank in sector

4/272

Sector

UT UK All Companies

Yield

0.63

Fund size

£ 131.5 m

FE Risk score

103

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund-0.72 %13.17 %28.6 %77.21 %161.55 %
Sector-0.35 %2.48 %11.58 %22.81 %61.39 %
Rank within sector212 / 2806 / 2784 / 2721 / 2552 / 243
Quartile th4 th1 st1 st1 st1 st

Calendar performance

YTD-20172016201520142013
Fund21.9 %10.65 %24.85 %7.96 %38.76 %
Sector7.99 %11.16 %3.66 %0.59 %25.66 %
Rank within sector8 / 276148 / 2663 / 25914 / 25317 / 246
Quartile th1 st3 rd1 st1 st1 st

Risk statistics

Alpha13.16
Beta1.13
Sharpe1.43
Volatility13.45
Tracking error8.8
Information ratio1.56
R-Squared0.59

Price movement

52 week high169.6
52 week low126.4
Current bid price0
Current offer price0
Current mid price165.9

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

  • 8.95% BOOHOO.COM PLC
  • 5.84% PAYSAFE GROUP PLC
  • 5.66% ASCENTIAL PLC
  • 4.32% SSP GROUP PLC
  • 3.76% FEVERTREE DRINKS PLC
  • 3.71% 3I GROUP PLC ORD
  • 3.5% WORKSPACE GROUP PLC
  • 3.08% RENTOKIL INITIAL
  • 2.96% MICRO FOCUS INTERNATIONAL
  • 2.78% ASHTEAD GROUP