Merian UK Mid Cap Fund R GBP Acc

Formerly called Old Mutual, its aim is to provide capital growth by investing primarily in a portfolio of medium-sized UK companies.

Name
Merian UK Mid Cap Fund R GBP Acc
Manager
Merian Investment Management Limited
Type
Open Ended Investment Company
ISIN
GB00B1XG9482
Sector
UK All Companies
Launched
18/05/2012
OCF
0.85 %
Risk Rating
5
3 Year Sharpe
0.57
3 Year Alpha
-1.45
Yield
1.1 %
Benchmark
FTSE 250 Ex Investment Trust TR GBP
The fund aims to achieve capital growth. In seeking to achieve its investment objective the fund will aim to deliver a return, net of fees, greater than that of the FTSE 250 ex Investment Trust Index over rolling 3 year periods. The fund primarily invests in a portfolio of medium sized UK companies.
Holding %
Boohoo Group PLC 9.01 %
Ascential PLC 6.05 %
Ashtead Group PLC 5.22 %
SSP Group PLC 5.12 %
Rentokil Initial PLC 4.47 %
Homeserve PLC 4.34 %
Workspace Group PLC 4.15 %
GVC Holdings PLC 3.65 %
JD Sports Fashion PLC 3.37 %
The Hut Group 3.00 %
Region %
United Kingdom 100.00 %
Sector %
Consumer Cyclical 37.29 %
Industrials 23.44 %
Real Estate 13.97 %
Financial Services 11.94 %
Technology 5.84 %
Name
Merian Investment Management Limited
Address
EC4P 4GG, London, United Kingdom
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

Richard Watts
Joined 12/31/2008

Richard joined Merian in 2002, initially as an analyst for the UK mid- and small cap team before assuming full portfolio management in 2009. The Merian Chrysalis Investment Company Limited was listed on the London Stock Exchange in October 2018, with Richard as co-manager. He joined Merian from Orbis Investment Advisory where he spent two years as an equity analyst, before which he was a senior associate in the investment management division of PriceWaterhouseCoopers. Richard has a degree in mathematical sciences from the University of Oxford, is IIMR qualified and is a CFA charterholder.

Data provided by Morningstar.

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