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Old Mutual UK Alpha R Acc

Ranked 76 out of 259 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

To maximise capital growth through investment in a portfolio of predominantly UK equities. Investment will be in a portfolio of predominantly UK equities, either directly in transferable securities or through collective investment schemes, including those managed and operated by the Manager. For efficient portfolio management purposes only, investment may also be made into derivatives or forward transactions. The Manager considers that the use of derivatives for this purpose is not likely to affect the volatility or risk profile of the Fund.

Showing fund performance in United Kingdom View performance globally

Performance

UK (All Companies) over : 31/03/2017 - 31/03/2018
  • Rank 76/259 Total Return
  • Rank 104/259 Standard Deviation
  • Rank 153/259 Max Drawdown
Fund Name Currency Return
74 JOHCM UK Dynamic B Acc GBP

3.7%

75 MGI UK Equity M-7 GBP GBP

3.7%

76 Old Mutual UK Alpha R Acc GBP

3.6%

76 Lorimer Inc GBP

3.6%

78 Fidelity Special Situations A Acc GBP

3.6%

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -6.3%
2017 14.2% 3.3% 2.2% 3.7% 4.3%
2016 12.5% -3.2% -3.1% 12.3% 6.8%
2015 -2.2% 4.4% -1.3% -10.0% 5.5%
2014 1.5% -2.3% 1.0% -0.2% 3.1%
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 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 size361Mn
  • Base currencyGBP
  • ISIN GB0032544065

Purchase Info

  • Min. initial investment5Mn
  • Min. regular additional investment0

Charges

  • Annual management0.75%
  • Initial investment0

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