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

30.85 %

1 Year rank in sector

2/62

Sector

FO Equity - UK

Yield
-
Fund size

£ 579.3 m

FE Risk score

94

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Holdings snapshot

  • UK
    100%
  • Industrials
    30.6%
  • Consumer Services
    20.3%
  • Financials
    17.7%
  • Consumer Goods
    10.1%
  • Technology
    9%
  • UK Equities
    100%

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund-0.38 %13.97 %30.85 %75.97 %172.76 %
Sector-0.48 %2.12 %10.81 %21.17 %55.9 %
Rank within sector36 / 662 / 662 / 622 / 542 / 45
Quartile th3 rd1 st1 st1 st1 st

Calendar performance

YTD-20172016201520142013
Fund25.94 %10.45 %23.52 %5.62 %43.03 %
Sector7.11 %8.85 %4.85 %1 %23.66 %
Rank within sector2 / 6527 / 581 / 544 / 502 / 47
Quartile th1 st2 nd1 st1 st1 st

Risk statistics

Alpha14.48
Beta1.02
Sharpe1.49
Volatility12.56
Tracking error8.91
Information ratio1.58
R-Squared0.5

Price movement

52 week high496.56
52 week low366.13
Current bid price0
Current offer price0
Current mid price487.31

Holdings by region

  • 100% UK

Holdings by sector

  • 30.6% Industrials
  • 20.3% Consumer Services
  • 17.7% Financials
  • 10.1% Consumer Goods
  • 9% Technology
  • 7.7% Health Care
  • 3.1% Basic Materials
  • 1.5% Others

Holdings by asset type

  • 100% UK Equities

Individual holdings

  • 6.7% BOOHOO.COM PLC
  • 5% ASCENTIAL PLC
  • 4.7% PAYSAFE GROUP PLC
  • 4.4% MELROSE INDUSTRIES PLC
  • 3.9% FEVERTREE DRINKS PLC
  • 3.8% MICRO FOCUS INTERNATIONAL
  • 3.2% SMART METERING SYSTEMS PLC
  • 3% CONVIVIALITY PLC
  • 2.8% HOMESERVE
  • 2.6% ONESAVINGS BANK PLC