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

19.14 %

1 Year rank in sector

12/275

Sector

UT UK All Companies

Yield

0.83

Fund size

£ 129.0 m

FE Risk score

107

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Sector
Fund
Sector
Fund
Sector
Fund

Cumulative performance

1m6m1y3y5y
Fund-3.42 %1.56 %19.14 %62.63 %130.65 %
Sector-5.12 %0.26 %5.75 %19.13 %46.13 %
Rank within sector26 / 27971 / 27712 / 2755 / 2581 / 243
Quartile th1 st2 nd1 st1 st1 st

Calendar performance

YTD-20182017201620152014
Fund-3.53 %28.95 %10.65 %24.85 %7.96 %
Sector-4.2 %13.78 %11.16 %3.66 %0.59 %
Rank within sector66 / 2789 / 273146 / 2633 / 25614 / 250
Quartile th1 st1 st3 rd1 st1 st

Risk statistics

Alpha9.29
Beta1.21
Sharpe1.19
Volatility13.84
Tracking error8.93
Information ratio1.18
R-Squared0.61

Price movement

52 week high178.1
52 week low140.5
Current bid price0
Current offer price0
Current mid price169.3

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

  • 6.71% BOOHOO.COM PLC
  • 5.85% SSP GROUP PLC
  • 5.72% ASCENTIAL PLC
  • 4.03% FEVERTREE DRINKS PLC
  • 3.61% WORKSPACE GROUP PLC
  • 3.33% SUPERDRY PLC
  • 3.29% HOMESERVE
  • 2.97% ASHTEAD GROUP
  • 2.96% BODYCOTE PLC
  • 2.85% 3I GROUP PLC ORD