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.

Merian UK Mid Cap Fund R GBP Acc
Merian Investment Management Limited
Open Ended Investment Company
UK All Companies
0.85 %
Risk Rating
3 Year Sharpe
3 Year Alpha
1.6 %
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 9.30 %
Ascential PLC 5.12 %
Workspace Group PLC 4.87 %
Onesavings Bank PLC 4.45 %
Ashtead Group PLC 4.43 %
Homeserve PLC 3.99 %
Taylor Wimpey PLC 3.75 %
GVC Holdings PLC 3.47 %
Rentokil Initial PLC 3.38 %
JD Sports Fashion PLC 3.33 %
Region %
United Kingdom 97.79 %
Sector %
Consumer Cyclical 33.52 %
Industrials 23.30 %
Real Estate 14.71 %
Financial Services 11.12 %
Communication Services 9.19 %
Merian Investment Management Limited
EC4P 4GG, London, United Kingdom
Legal Structure
Open Ended Investment Company


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.

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