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

30.86 %

1 Year rank in sector

9/269

Sector

UT UK All Companies

Yield

0.8

Fund size

£ 137.2 m

FE Risk score

103

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund3.93 %23.81 %31.06 %81.96 %202.84 %
Sector3.37 %13.92 %21.34 %26.62 %82.46 %
Rank within sector71 / 2776 / 2749 / 2691 / 2551 / 240
Quartile th2 nd1 st1 st1 st1 st

Calendar performance

YTD-20172016201520142013
Fund18.44 %10.65 %24.85 %7.96 %38.76 %
Sector9.57 %11.16 %3.66 %0.59 %25.66 %
Rank within sector6 / 275147 / 2673 / 25814 / 25317 / 246
Quartile th1 st3 rd1 st1 st1 st

Risk statistics

Alpha11.16
Beta1.18
Sharpe1.21
Volatility13.79
Tracking error9.01
Information ratio1.33
R-Squared0.59

Price movement

52 week high161.2
52 week low104.2
Current bid price0
Current offer price0
Current mid price161.2

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

  • 7.52% PAYSAFE GROUP PLC
  • 6.68% BOOHOO.COM PLC
  • 5.06% ASCENTIAL PLC
  • 4.01% SSP GROUP PLC
  • 3.72% MICRO FOCUS INTERNATIONAL
  • 3.67% ASHTEAD GROUP
  • 3.63% MELROSE INDUSTRIES PLC
  • 3.46% RPC GROUP
  • 3.18% SHAWBROOK GROUP PLC
  • 3.04% WORKSPACE GROUP PLC