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Old Mutual Equity 2 A GBP

Ranked 179 out of 250 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 : 31/10/2016 - 31/10/2017
  • Rank 179/250 Total Return
  • Rank 150/250 Standard Deviation
  • Rank 143/250 Max Drawdown

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 1.8% 0.9% 3.2%
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

30/06/2017

Top 10 Holdings

Stock Size
HSBC Holdings PLC ORD 7.87
GlaxoSmithKline PLC ORD 7.18
Royal Dutch Shell Plc B ORD 6.28
Barclays PLC ORD 6.23
Grafton Group PLC ORD 5.61
Cash and Cash Equivalents 4.99
United Kingdom 1.000% 07-Sep-2017 4.63
Royal Bank of Scotland Group PLC ORD 4.33
SIG PLC ORD 4.12
BP PLC ORD 3.89
30/06/2017

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date13/12/2002
  • Share Class size116Mn
  • 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).