Fact sheet: Old Mutual UK Dynmc Eq

Fund information

Fund name
Old Mutual UK Dynamic Equity R Inc GBP
Fund company manager
Old Mutl Glbl Investors(UK)Ltd
Fund type
SIB
Fund manager
Luke Kerr
since 30/06/2009
Fund objective
The investment objective of Old Mutual UK Dynamic Equity Fund is to achieve capital appreciation by taking long and short positions principally in UK equities outside the FTSE 100 Index.
Benchmark
FTSE 250 ex Investment trust TR
Investment style
None
Investment method
Shares

Performance snapshot

Quick stats

1 Year return

37.25 %

1 Year rank in sector

2/61

Sector

FO Equity - UK

Yield
-
Fund size

£ 543.6 m

FE Risk score

93

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Holdings snapshot

  • UK
    100%
  • Industrials
    31.8%
  • Consumer Services
    21.7%
  • Financials
    18.9%
  • Consumer Goods
    9.8%
  • Technology
    8%
  • UK Equities
    100%

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund6.65 %19.43 %37.25 %84.11 %187.68 %
Sector1.5 %5.65 %12.47 %25.51 %60.17 %
Rank within sector1 / 652 / 652 / 612 / 522 / 44
Quartile th1 st1 st1 st1 st1 st

Calendar performance

YTD-20172016201520142013
Fund27.6 %10.45 %23.52 %5.62 %43.03 %
Sector8.59 %8.85 %4.85 %1 %23.66 %
Rank within sector2 / 6427 / 571 / 534 / 492 / 46
Quartile th1 st2 nd1 st1 st1 st

Risk statistics

Alpha14.24
Beta1.02
Sharpe1.51
Volatility12.57
Tracking error8.9
Information ratio1.56
R-Squared0.5

Price movement

52 week high494.16
52 week low361.59
Current bid price0
Current offer price0
Current mid price493.74

Holdings by region

  • 100% UK

Holdings by sector

  • 31.8% Industrials
  • 21.7% Consumer Services
  • 18.9% Financials
  • 9.8% Consumer Goods
  • 8% Technology
  • 6.7% Health Care
  • 3.1% Basic Materials

Holdings by asset type

  • 100% UK Equities

Individual holdings

  • 6.7% BOOHOO.COM PLC
  • 6.3% PAYSAFE GROUP PLC
  • 5.1% MELROSE INDUSTRIES PLC
  • 4.8% ASCENTIAL PLC
  • 4% MICRO FOCUS INTERNATIONAL
  • 3.2% FEVERTREE DRINKS PLC
  • 3% HOMESERVE
  • 2.8% ST JAMES`S PLACE PLC
  • 2.6% ONESAVINGS BANK PLC
  • 2.6% WORKSPACE GROUP PLC