Fact sheet: Old Mutual UK Mid Cap

Fund information

Fund name
Old Mutual UK Mid Cap R Acc GBP
Fund company manager
Old Mutl Glbl Investors(UK)Ltd
Fund type
OEIC
Fund manager(s)
Richard Watts
since 01/12/2008
Fund objective
To provide capital growth from investing primarily in a portfolio of medium sized UK companies.
Benchmark
FTSE 250 (ex ITs) Index
Investment style
Growth
Investment method
Shares

Performance snapshot

Sector
Fund
Sector
Fund
Sector
Fund

Quick stats

1 Year return

28.92 %

1 Year rank in sector

11/272

Sector

UT UK All Companies

Yield

0.8

Fund size

£ 3.2 b

FE Risk score

99

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Holdings snapshot

  • UK
    99.6%
  • Money Market
    0.4%
  • Industrials
    27.7%
  • Financials
    24.2%
  • Consumer Services
    22.7%
  • Consumer Goods
    12.1%
  • Technology
    5.8%
  • UK Equities
    99.6%
  • Money Market
    0.4%

Performance vs. Sector

Sector
Fund
Sector
Fund
Sector
Fund

Cumulative performance

1m6m1y3y5y
Fund0.94 %11.06 %28.92 %90.65 %159.71 %
Sector3.41 %7.65 %14.47 %38.16 %65.24 %
Rank within sector274 / 27928 / 27711 / 2724 / 2561 / 242
Quartile th4 th1 st1 st1 st1 st

Calendar performance

YTD-20172016201520142013
Fund23.35 %10.01 %24.72 %8.14 %38.38 %
Sector11.83 %11.16 %3.66 %0.59 %25.66 %
Rank within sector13 / 275159 / 2654 / 25813 / 25220 / 245
Quartile th1 st3 rd1 st1 st1 st

Risk statistics

Alpha10.52
Beta1.14
Sharpe1.35
Volatility13.18
Tracking error8.49
Information ratio1.34
R-Squared0.6

Price movement

52 week high312.4
52 week low233.33
Current bid price310.15
Current offer price312.29
Current mid price0

Holdings by region

  • 99.6% UK
  • 0.4% Money Market

Holdings by sector

  • 27.7% Industrials
  • 24.2% Financials
  • 22.7% Consumer Services
  • 12.1% Consumer Goods
  • 5.8% Technology
  • 2.9% Unquoted Investments
  • 2.2% Health Care
  • 2% Basic Materials
  • 0.4% Money Market

Holdings by asset type

  • 99.6% UK Equities
  • 0.4% Money Market

Individual holdings

  • 7.2% BOOHOO.COM PLC
  • 6.7% PAYSAFE GROUP PLC
  • 5.1% ASCENTIAL PLC
  • 4.1% SSP GROUP PLC
  • 4% 3I GROUP
  • 3.7% MELROSE INDUSTRIES PLC
  • 3.7% MICRO FOCUS INTERNATIONAL
  • 3.3% FEVERTREE DRINKS PLC
  • 3.1% ASHTEAD GROUP ORD GBP0.10
  • 3.1% RENTOKIL INITIAL