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Old Mutual UK Alpha U1 GBP Acc

Ranked 109 out of 260 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

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 : 30/04/2014 - 30/04/2015

Total Return

Quarterly Performance

to 31/03/2015 Annual Q1 Q2 Q3 Q4
2015 4.5%
2014 0.8% -2.6% 0.7% -0.3% 3.0%

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 size24Mn
  • Base currencyGBP
  • ISIN IE00BFWH6B63

Purchase Info

  • Min. initial investment75Mn
  • Min. additional investment0

Charges

  • Annual management0.7%
  • Initial investment0

Related News

Buxton: Tesco's 'slow motion car crash' is now back on the road

Speaking at Old Mutual's St. George's Day dinner Buxton shared his views on the negative Tesco news and expectations on elections

Old Mutual Wealth powered by 250% surge in OMGI inflows

Old Mutual Wealth (OMW) profits rose 5% to £227 million in 2014 thanks largely to a strong performance from Old Mutual Global Investors (OMGI).

Richard Buxton: Déjà vu all over again

In a new column for Wealth Manager, Old Mutual Global Investors equity head Richard Buxton predicts another abnormal year for markets.    

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).