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

12.54 %

1 Year rank in sector

47/275

Sector

UT UK All Companies

Yield

0.94

Fund size

£ 3.6 b

FE Risk score

105

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Holdings snapshot

  • UK
    97.1%
  • Money Market
    2.9%
  • Industrials
    25.4%
  • Consumer Services
    24.2%
  • Financials
    23.6%
  • Consumer Goods
    11.1%
  • Health Care
    4%
  • UK Equities
    97.1%
  • Money Market
    2.9%

Performance vs. Sector

Sector
Fund
Sector
Fund
Sector
Fund

Cumulative performance

1m6m1y3y5y
Fund-3.25 %2.59 %12.54 %55.96 %108.6 %
Sector-1.32 %1.15 %9.64 %26.54 %46.24 %
Rank within sector272 / 28373 / 27747 / 2758 / 2606 / 245
Quartile th4 th2 nd1 st1 st1 st

Calendar performance

YTD-20182017201620152014
Fund1.89 %27.99 %10.01 %24.72 %8.14 %
Sector2.7 %13.78 %11.16 %3.66 %0.59 %
Rank within sector180 / 27711 / 272157 / 2624 / 25613 / 249
Quartile th3 rd1 st3 rd1 st1 st

Risk statistics

Alpha5.91
Beta1.19
Sharpe0.93
Volatility13.75
Tracking error8.65
Information ratio0.82
R-Squared0.63

Price movement

52 week high340.2
52 week low292.82
Current bid price0
Current offer price0
Current mid price327.9

Holdings by region

  • 97.1% UK
  • 2.9% Money Market

Holdings by sector

  • 25.4% Industrials
  • 24.2% Consumer Services
  • 23.6% Financials
  • 11.1% Consumer Goods
  • 4% Health Care
  • 4% Unquoted Investments
  • 2.9% Money Market
  • 2.8% Technology
  • 2% Basic Materials

Holdings by asset type

  • 97.1% UK Equities
  • 2.9% Money Market

Individual holdings

  • 7% BOOHOO.COM PLC
  • 5.5% ASCENTIAL PLC
  • 4.1% FEVERTREE DRINKS PLC
  • 4.1% SSP GROUP PLC
  • 4% ASHTEAD GROUP ORD GBP0.10
  • 4% INDIVIOR PLC
  • 3.4% 3I GROUP
  • 3.4% GVC HLDGS PLC
  • 3.1% HOMESERVE
  • 3% WORKSPACE GROUP PLC