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Old Mutual UK Alpha R Acc

Ranked 111 out of 262 in - UK (All Companies) over 12 months
All calculations are in GBP

Managed by

Richard Buxton

Motorbike enthusiast Richard Buxton joined Old Mutual Global Investors in June 2013 as head of UK equities. He joined from Schroders where he managed the Schroder UK Alpha Plus Fund since its launch in 2002. Prior to joining Schroders, Buxton enjoyed an eleven-year stint with Barings where his responsibilities included taking the reins of the Baring UK Growth, Baring Equity Income and Baring Global Growth funds. He holds a degree in English from Oxford University.

Objective

To achieve capital growth through predominant investment in a well-diversified portfolio of UK equities aimed at outperforming the performance of the FTSE All-Share by 1%.

Performance

UK (All Companies) over : 30/09/2013 - 30/09/2014

Total Return

Quarterly Performance

to 30/09/2014 Annual Q1 Q2 Q3 Q4
2014 -1.5% -2.3% 1.0% -0.2%
2013 31.5% 11.4% 2.0% 7.2% 8.0%
2012 23.1% 11.3% -5.6% 6.7% 9.9%
2011 -8.5% 1.0% 2.2% -15.2% 4.6%
2010 20.9% 9.8% -11.0% 15.8% 6.7%
2009 23.4% -8.9% 12.7% 18.6% 1.3%
2008 -36.1% -7.7% -0.9% -20.8% -11.8%
2007 -7.1% -2.3% 0.7% -3.8% -1.8%
2006 15.1% 11.7% -0.9% 0.8% 3.1%
2005 21.1% 2.6% 5.3% 8.5% 3.4%
2004 13.5% 5.3% 0.9% 2.8% 3.9%
2003 28.6% -1.1% 13.0% 6.1% 8.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date31/01/2003
  • Share Class size370Mn
  • Base currencyGBP
  • ISIN GB0032544065

Purchase Info

  • Min. initial investment5Mn
  • Min. additional investment0

Charges

  • Annual management0.8%

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