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Old Mutual UK Alpha A USD Acc

Ranked 179 out of 249 in - UK (All Companies) over 12 months
All calculations are in GBP unless stated

Managed by

Richard Buxton

Motorbike enthusiast Richard Buxton joined Old Mutual Global Investors in June 2013 as head of UK equities and was appointed as chief executive in August 2015. 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.

Showing fund performance in United Kingdom View performance globally

Performance

UK (All Companies) over : 31/08/2015 - 31/08/2016
  • Rank 179/249 Total Return
  • Rank 170/249 Standard Deviation
  • Rank 92/249 Max Drawdown

Total Return

Quarterly Performance

to 30/06/2016 Annual Q1 Q2 Q3 Q4
2016 -3.7% -1.8%
2015 -3.2% 3.9% -1.6% -9.9% 5.1%
2014 0.2% -2.7% 0.3% -0.3% 3.0%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/05/2016

Top 10 Holdings

Stock Size
GlaxoSmithKline PLC ORD 4.69
Sage Group PLC ORD 4.45
Lloyds Banking Group PLC ORD 4.34
Vodafone Group PLC ORD 4.34
Aviva PLC ORD 4.33
Royal Dutch Shell Plc B ORD 4.20
BP PLC ORD 3.66
Barclays PLC ORD 3.61
HSBC Holdings PLC ORD 3.54
AstraZeneca PLC ORD 3.50
31/05/2016

Registered For Sale In

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

Fund Info

  • Launch date20/12/2013
  • Share Class size02Mn
  • Base currencyUSD
  • ISIN IE00BFWH6509

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment6.25

Related News

OMGI’s Buxton: ‘Now the only bull market in town is uncertainty’

Buxton’s £2.25 billion fund has been a high profile casualty since the FTSE 100 peaked in April last year.

Richard Buxton: banks are becoming a real buy opportunity

The OM UK Alpha manager believes banks have been oversold following the Brexit, which is opening up a compelling investment opportunity.

Richard Buxton: a Brexit just won't happen

Richard Buxton is adamant that the UK will not leave the European Union.

Richard Buxton: 2015 - a year to forget

The disappointing performance of UK mega caps has resulted in the asset class looking unloved and unwanted. But the case for not holding them becomes harder to justify as we enter 2016.

As bad as it gets: how do you tell a bargain from a dud?

Wealth Manager looks at how fund managers separate headlines from the real horror shows with scandal-hit stocks.

How many plates can a fund manager spin?

As Buxton becomes OMGI CEO, is it wise to stick with a fund manager who has more to do than just run money?

Richard Buxton: the mega UK equity value opportunity

OMGI chief sees a big opportunity in the UK's largest companies following the ‘indiscriminate’ sell-off in UK equities.

Old Mutual overhaul sees Baines & Buxton handed top roles

Quilter Cheviot boss Martin Baines is to spearhead the launch of an investment division for Old Mutual Wealth, while Richard Buxton becomes CEO of Old Mutual Global Investors.  

Richard Buxton: Barclays change has been too slow

OMGI UK equity head hopes that Barclays' surprise decision to fire chief Antony Jenkins will result in a re-rating for the bank.

Richard Buxton: the backdrop for UK equities remains fantastic

The FTSE is under intense pressure today on Greek fears, but Old Mutual Global Investors' UK equity head remains confident over the longer term prospects for the market.

...more...

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