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Old Mutual Equity 2 A GBP

Ranked 139 out of 265 in - UK (All Companies) over 12 months
All calculations are in GBP

Managed by

Alastair Mundy

Alastair Mundy does not get overly excited by market momentum and describes himself as a contrarian investor. He has experience in both fixed interest and equity fund management and is responsible for several hundred million in assets for Investec across a wide selection of asset classes. Born in London in August 1966, Mundy gained a BSc in Actuarial Science from City University, London. He got his first fund manager job with CGU and was closely involved in investment trust launches at the group before he joined Investec in July 2000.

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.

Performance

UK (All Companies) over : 31/08/2013 - 31/08/2014

Total Return

Quarterly Performance

to 29/08/2014 Annual Q1 Q2 Q3 Q4
2014 2.5% 0.9% 0.0% 1.7%
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

31/03/2012

Top 10 Holdings

Stock Size
GlaxoSmithKline PLC ORD 7.04
Royal Dutch Shell Plc B ORD 7.03
HSBC Holdings PLC ORD 6.85
Signet Jewelers Ltd ORD 5.61
Vodafone Group PLC ORD 4.37
Travis Perkins PLC ORD 3.99
Unilever PLC ORD 3.85
BT Group PLC ORD 3.72
British American Tobacco PLC ORD 3.49
Other Assets 3.45
31/03/2012

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date13/12/2002
  • Share Class size142Mn
  • Base currencyGBP
  • ISIN GB0032385303

Purchase Info

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

Charges

  • Annual management1.0%
  • Initial investment5

Related News

Central bank ‘incompetence’ keeps Mundy on the defensive

Investec’s veteran contrarian is readying for a market sell-off which he believes will be prompted by policymaker mistakes.

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 GBP).