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Old Mutual Equity 2 A GBP

Ranked 23 out of 252 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 : 31/12/2015 - 31/12/2016
  • Rank 23/252 Total Return
  • Rank 174/252 Standard Deviation
  • Rank 106/252 Max Drawdown
Fund Name Currency Loss
104 JOHCM UK Dynamic B Acc GBP

-4.8%

105 Schroder MM UK Growth A Acc GBP

-4.8%

106 Old Mutual Equity 2 A GBP GBP

-4.8%

107 CMIG UK Equity GBP

-4.9%

108 St James's Place UK Growth L Acc GBP

-5.0%

Total Return

Quarterly Performance

to 30/12/2016 Annual Q1 Q2 Q3 Q4
2016 18.7% 0.0% -1.0% 8.8% 10.3%
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

30/09/2016

Top 10 Holdings

Stock Size
GlaxoSmithKline PLC ORD 7.72
HSBC Holdings PLC ORD 7.36
Barclays PLC ORD 5.50
Royal Dutch Shell Plc B ORD 5.41
United Kingdom 1.000% 07-Sep-2017 4.91
GBP Cash 4.56
Lloyds Banking Group PLC ORD 3.77
Royal Bank of Scotland Group PLC ORD 3.70
Grafton Group PLC ORD 3.58
BP PLC ORD 3.55
30/09/2016

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date13/12/2002
  • Share Class size107Mn
  • 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).