Fact sheet: Old Mutual Eurpn BestIds

Fund information

Fund name
Old Mutual European Best Ideas U1 Acc GBP
Fund company manager
Old Mutl Glbl Investors(UK)Ltd
Fund type
SIB
Fund manager(s)
Lee Freeman - Shor
since 10/04/2008
Fund objective
The objective of the Old Mutual European Best Ideas Fund is to seek to achieve asset growth through investment in a well-diversified portfolio of equities or equity-related securities of European issuers or of issuers established outside Europe which have a predominant proportion of their assets and/or business operations in Europe.
Benchmark
MSCI Europe
Investment style
Growth
Investment method
Shares

Performance snapshot

Sector
Fund
Sector
Fund
Sector
Fund

Quick stats

1 Year return

14.74 %

1 Year rank in sector

67/226

Sector

FO Equity - Europe inc UK

Yield
-
Fund size

£ 133.1 m

FE Risk score

94

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Holdings snapshot

  • Europe
    100%
  • Industrials
    26.2%
  • Financials
    19.7%
  • Consumer Discretionary
    15%
  • Information Technology
    9.3%
  • Materials
    7.1%
  • European Equities
    100%

Performance vs. Sector

Sector
Fund
Sector
Fund
Sector
Fund

Cumulative performance

1m6m1y3y5y
Fund4.06 %5.88 %14.74 %49.71 %72.27 %
Sector3.07 %4.28 %13.39 %26.05 %56.03 %
Rank within sector57 / 23653 / 23167 / 22614 / 19942 / 173
Quartile th1 st1 st2 nd1 st1 st

Calendar performance

YTD-20182017201620152014
Fund1.86 %16.61 %10.61 %11.69 %-0.18 %
Sector2.38 %11.78 %-0.56 %11.08 %4.22 %
Rank within sector169 / 23644 / 22620 / 21587 / 199159 / 191
Quartile th3 rd1 st1 st2 nd4 th

Risk statistics

Alpha8.47
Beta0.58
Sharpe1.01
Volatility9.38
Tracking error8.03
Information ratio0.66
R-Squared0.55

Price movement

52 week high14.3025
52 week low12.2227
Current bid price0
Current offer price0
Current mid price14.3025

Holdings by region

  • 100% Europe

Holdings by sector

  • 26.2% Industrials
  • 19.7% Financials
  • 15% Consumer Discretionary
  • 9.3% Information Technology
  • 7.1% Materials
  • 7% Consumer Staples
  • 6% Money Market
  • 4.6% Health Care
  • 3.5% Energy
  • 1.6% Utilities

Holdings by asset type

  • 100% European Equities

Individual holdings

-