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Old Mutual Equity 2 A GBP

Ranked 209 out of 257 in - UK (All Companies) over 12 months
All calculations are in GBP unless stated

Objective

The objective of the Fund is to provide long term total return from capital growth and income in a portfolio of predominantly UK equities. Investment will be in a portfolio of predominantly UK equities, either directly in transferable securities or through collective investment schemes, including those managed and operated by the Manager.

Showing fund performance in United Kingdom View performance globally

Performance

UK (All Companies) over : 31/05/2017 - 31/05/2018
  • Rank 209/257 Total Return
  • Rank 140/257 Standard Deviation
  • Rank 191/257 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -6.8%
2017 6.2% 1.8% 0.9% 3.2% 0.2%
2016 18.5% 0.0% -1.2% 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

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date13/12/2002
  • Share Class size156Mn
  • Base currencyGBP
  • ISIN GB0032385303

Purchase Info

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

Charges

  • Annual management1.00%
  • Initial investment1

Related News

Feeney clinches Old Mutual Wealth CEO role and tasked with driving growth

Old Mutual has named Paul Feeney as chief executive of its wealth management business, charging him with the task of driving the the growth and development of the £63 billion arm.

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