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Old Mutual UK Smaller Companies A Acc

Ranked 5 out of 50 in - UK Smaller Companies over 12 months
All calculations are in GBP unless stated

Managed by

Daniel Nickols

Born in Ilkeston, Derbyshire, in 1969, Daniel Nickols studied Modern and Medieval languages at Cambridge University before starting his career at Deloitte and Touche in 1992. He switched to Morgan Stanley’s European equities division in 1994, and moved on to Albert E Sharp as a specialist salesman a year later. Nickols got his first taste of fund management when he began working on the Albert E Sharp Smaller Companies fund in 1997. He was appointed fund manager at Gerrard in 1999 taking charge of the Gerrard UK Smaller Companies fund. He subsequently joined Old Mutual Asset Managers in December 2001 in the wake of the integration of Gerrard Investment funds. He now manages the Old Mutual UK Select Smaller Companies fund. Family man Nickols likes to unwind in the company of his three young sons and is a lifelong fan of Derby County Football Club.

Objective

To provide capital growth from investing primarily in a portfolio of UK smaller companies. Typically, the ACD will invest at least 80% of the portfolio in smaller companies. Liquidity will under normal circumstances not exceed 10% of the value of the holding of the fund. Subject to the regulations, the property of the fund may include transferable securities; units in collective investment schemes (including those managed or operated by the ACD or an associate of the ACD), warrants, money market instruments, deposits and derivatives. The fund will initially only use derivatives for EPM purposes.

Showing fund performance in United Kingdom View performance globally

Performance

UK Smaller Companies over : 30/11/2016 - 30/11/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 11.7% 7.0% 8.1%
2016 10.7% -2.4% -6.8% 18.2% 3.0%
2015 20.1% 4.6% 6.5% 2.2% 5.6%
2014 -1.2% 4.6% -7.5% 1.0% 1.1%
2013 38.2% 11.6% 2.7% 9.7% 10.0%
2012 27.1% 15.9% -4.3% 8.8% 5.4%
2011 -8.9% 0.8% 3.4% -16.0% 4.0%
2010 34.1% 7.6% -6.1% 17.8% 12.6%
2009 39.4% -1.9% 16.3% 24.2% -1.7%
2008 -32.8% -4.6% -3.0% -13.2% -16.2%
2007 0.0% 6.2% 4.6% -4.4% -5.9%
2006 38.2% 14.9% -3.9% 8.1% 15.8%
2005 34.6% 8.1% 3.6% 10.5% 8.8%
2004 27.4% 7.7% 2.5% 3.6% 11.4%
2003 45.8% -2.6% 24.4% 11.8% 7.6%
2002 -12.6% 3.4% -5.3% -13.5% 3.3%
2001 9.9% -16.7% 19.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date09/02/2001
  • Share Class size291Mn
  • Base currencyGBP
  • ISIN GB00B1XG7C26

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment250

Charges

  • Annual management1.75%
  • Initial investment0

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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).