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

38.94 %

1 Year rank in sector

2/61

Sector

FO Equity - UK

Yield
-
Fund size

£ 561.7 m

FE Risk score

91

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Holdings snapshot

  • UK
    100%
  • Industrials
    26.4%
  • Consumer Services
    23%
  • Financials
    22.7%
  • Consumer Goods
    9.3%
  • Technology
    7.7%
  • UK Equities
    100%

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund-0.44 %18.92 %38.05 %79.73 %184.56 %
Sector-0.74 %7 %15.58 %24.97 %65.41 %
Rank within sector25 / 652 / 642 / 612 / 522 / 44
Quartile th2 nd1 st1 st1 st1 st

Calendar performance

YTD-20172016201520142013
Fund21.29 %10.45 %23.52 %5.62 %43.03 %
Sector7.95 %8.85 %4.85 %1 %23.66 %
Rank within sector2 / 6427 / 571 / 534 / 492 / 46
Quartile th1 st2 nd1 st1 st1 st

Risk statistics

Alpha12.58
Beta1.02
Sharpe1.33
Volatility12.43
Tracking error8.71
Information ratio1.4
R-Squared0.51

Price movement

52 week high473.24
52 week low336.84
Current bid price0
Current offer price0
Current mid price469.33

Holdings by region

  • 100% UK

Holdings by sector

  • 26.4% Industrials
  • 23% Consumer Services
  • 22.7% Financials
  • 9.3% Consumer Goods
  • 7.7% Technology
  • 6.9% Health Care
  • 3% Basic Materials
  • 0.5% Oil & Gas
  • 0.5% Others

Holdings by asset type

  • 100% UK Equities

Individual holdings

  • 6.2% BOOHOO.COM PLC
  • 6.2% PAYSAFE GROUP PLC
  • 5.1% ASCENTIAL PLC
  • 5.1% MELROSE INDUSTRIES PLC
  • 4.1% MICRO FOCUS INTERNATIONAL
  • 3.3% FEVERTREE DRINKS PLC
  • 3.1% JD SPORTS FASHION PLC
  • 2.9% SSP GROUP PLC
  • 2.8% ONESAVINGS BANK PLC
  • 2.8% ST JAMES`S PLACE PLC