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

28.99 %

1 Year rank in sector

8/272

Sector

UT UK All Companies

Yield

0.63

Fund size

£ 128.7 m

FE Risk score

101

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Sector
Fund
Sector
Fund
Sector
Fund

Cumulative performance

1m6m1y3y5y
Fund0.72 %11.24 %28.99 %92.62 %159.37 %
Sector3.41 %7.65 %14.47 %38.16 %65.24 %
Rank within sector276 / 27924 / 2778 / 2723 / 2562 / 242
Quartile th4 th1 st1 st1 st1 st

Calendar performance

YTD-20172016201520142013
Fund23.59 %10.65 %24.85 %7.96 %38.76 %
Sector11.83 %11.16 %3.66 %0.59 %25.66 %
Rank within sector12 / 275147 / 2653 / 25814 / 25217 / 245
Quartile th1 st3 rd1 st1 st1 st

Risk statistics

Alpha10.66
Beta1.17
Sharpe1.34
Volatility13.6
Tracking error8.91
Information ratio1.31
R-Squared0.59

Price movement

52 week high169.6
52 week low126.4
Current bid price0
Current offer price0
Current mid price168.2

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

  • 8.8% BOOHOO.COM PLC
  • 5.85% ASCENTIAL PLC
  • 5.76% PAYSAFE GROUP PLC
  • 4.64% SSP GROUP PLC
  • 4.25% FEVERTREE DRINKS PLC
  • 3.82% 3I GROUP PLC ORD
  • 3.31% WORKSPACE GROUP PLC
  • 3.2% RENTOKIL INITIAL
  • 2.99% MICRO FOCUS INTERNATIONAL
  • 2.88% INDIVIOR PLC