Fact sheet: Old Mutual UK Splst Eq

Fund information

Fund name
Old Mutual UK Specialist Equity R Acc GBP
Fund company manager
Old Mutl Glbl Investors(UK)Ltd
Fund type
SIB
Fund manager(s)
Tim Service
since 28/04/2016
Fund objective
The investment objective of the Old Mutual UK Specialist Equity Fund is to achieve capital appreciation by taking long and short positions mainly in UK equities outside the FTSE 100 Index, whilst seeking to deliver absolute returns in all market conditions.
Benchmark
Euro Overnight Index Average
Investment style
Absolute Return,Market Neutral
Investment method
Equity

Performance snapshot

Sector
Fund
Sector
Fund
Sector
Fund

Quick stats

1 Year return

18.46 %

1 Year rank in sector

18/129

Sector

FO Hedge/Stru Prod - Equity

Yield
-
Fund size

£ 529.3 m

FE Risk score

51

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Holdings snapshot

  • Technology
    9.2%
  • Financials
    4.1%
  • Health Care
    2.8%
  • Industrials
    2.3%
  • Utilities
    -0.8%

Performance vs. Sector

Sector
Fund
Sector
Fund
Sector
Fund

Cumulative performance

1m6m1y3y5y
Fund0.55 %9.26 %18.46 %0 %0 %
Sector0.27 %2.85 %6.43 %7.12 %18.97 %
Rank within sector51 / 14318 / 14118 / 129 / /
Quartile th2 nd1 st1 st th th

Calendar performance

YTD-20172016201520142013
Fund15.54 %0 %0 %0 %0 %
Sector5.68 %-1.99 %2.66 %2.51 %7.13 %
Rank within sector16 / 131 / / / /
Quartile th1 st th th th th

Price movement

52 week high12.8312
52 week low10.6784
Current bid price0
Current offer price0
Current mid price12.5865

Holdings by region

-

Holdings by sector

  • 9.2% Technology
  • 4.1% Financials
  • 2.8% Health Care
  • 2.3% Industrials
  • -0.8% Utilities
  • -0.9% Telecommunications
  • -1.7% Consumer Goods
  • -2.2% Basic Materials
  • -2.2% Oil & Gas
  • -10.6% Consumer Services

Holdings by asset type

-

Individual holdings

  • 5.2% BOOHOO.COM PLC
  • 4.8% ASCENTIAL PLC
  • 4.3% MICRO FOCUS INTERNATIONAL
  • 3.8% MELROSE INDUSTRIES PLC
  • 3.7% FEVERTREE DRINKS PLC