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Old Mutual Equity 2 A GBP

Ranked 176 out of 248 in - UK (All Companies) over 12 months
All calculations are in GBP unless stated

Objective

To achieve capital growth through a majority investment in a diversified portfolio of quoted leading UK securities and up to 5% investment in securities established on internationally recognised exchanges outside the UK, that have a predominant proportion of their assets or business operations in the UK.

Showing fund performance in United Kingdom View performance globally

Performance

UK (All Companies) over : 30/06/2015 - 30/06/2016
  • Rank 176/248 Total Return
  • Rank 149/248 Standard Deviation
  • Rank 163/248 Max Drawdown

Total Return

Quarterly Performance

to 30/06/2016 Annual Q1 Q2 Q3 Q4
2016 0.0% -1.0%
2015 -0.8% 5.0% 0.1% -8.5% 3.2%
2014 0.0% 0.9% 0.0% -0.9% 0.0%
2013 27.9% 14.1% 1.0% 4.5% 6.2%
2012 16.4% 7.9% -2.3% 6.7% 3.5%
2011 -1.4% 1.6% 3.0% -12.1% 7.3%
2010 11.2% 4.2% -9.5% 8.2% 9.0%
2009 31.6% -12.0% 18.2% 24.6% 1.5%
2008 -30.2% -12.1% -6.2% -8.6% -7.3%
2007 -3.1% 0.4% 3.3% -2.6% -4.1%
2006 14.2% 6.6% -2.3% 3.2% 6.3%
2005 18.6% 3.3% 5.4% 5.1% 3.7%
2004 12.4% 3.6% 0.9% 2.0% 5.5%
2003 17.6% -5.7% 13.1% 1.7% 8.5%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/04/2016

Top 10 Holdings

Stock Size
Royal Dutch Shell Plc B ORD 7.10
BP PLC ORD 7.10
United Kingdom 4.000% 07-Sep-2016 7.05
GlaxoSmithKline PLC ORD 6.56
HSBC Holdings PLC ORD 6.41
Royal Bank of Scotland Group PLC ORD 4.87
Grafton Group PLC ORD 4.57
Lloyds Banking Group PLC ORD 4.02
Tesco PLC ORD 3.28
Barclays PLC ORD 3.18
30/04/2016

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date13/12/2002
  • Share Class size144Mn
  • Base currencyGBP
  • ISIN GB0032385303

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment0

Charges

  • Annual management1.00%
  • Initial investment5

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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).