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Old Mutual UK Alpha U1 GBP Acc

Ranked 157 out of 266 in - UK (All Companies) over 3 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

The objective of the funds is to seek to achieve capital appreciation. The fund seeks to achieve its objective through investment in a well-diversified portfolio of equities of predominantly UK issuers or of issuers established outside the UK which have a predominant proportion of their assets and/or business operations in the UK or securities listed on a UK exchange.

Performance

UK (All Companies) over : 31/07/2014 - 31/10/2014

Total Return

Quarterly Performance

to 31/10/2014 Annual Q1 Q2 Q3 Q4
2014 -2.5% -2.6% 0.7% -0.3% -0.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Denmark
  2. Finland
  3. France
  4. Germany
  5. Ireland
  6. Luxembourg
  7. Netherlands
  8. Norway
  9. Singapore
  10. Spain
  11. Sweden
  12. Switzerland
  13. United Kingdom

Fund Info

  • Launch date18/12/2013
  • Share Class size20Mn
  • Base currencyGBP
  • ISIN IE00BFWH6B63

Purchase Info

  • Min. initial investment75Mn
  • Min. additional investment0

Charges

  • Annual management0.7%
  • Initial investment0

Related News

Woodford attracts record £1.6bn for new fund

Woodford Investment Management has raised a record £1.6 billion during the offer period for its CF Woodford Equity fund.

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