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Old Mutual UK Equity Income A Acc

Ranked 50 out of 109 in - UK Equity Income over 12 months
All calculations are in GBP unless stated

Managed by

Ed Meier

Ed Meier joined Old Mutual Global Investors in 2013 and is a fund manager. He joined from Schroders Investment Management where he had been an equity analyst and fund manager since 2006. Prior to joining Schroders, he was a fund manager for BAE Systems Pension Fund from 2002. Ed’s investment career commenced at Fletcher Advisory in 2000 where he was a technology/strategic consultant. He is a CFA charterholder and holds an MA in classics from the University of Oxford.

Objective

To achieve an above average yield with growth in income and capital appreciation over the long term, through the active management of a diversified portfolio invested primarily in UK equities.

Showing fund performance in United Kingdom View performance globally

Performance

UK Equity Income over : 31/03/2017 - 31/03/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -7.6%
2017 11.6% 3.3% 1.4% 2.7% 3.8%
2016 5.5% -3.8% -1.5% 8.0% 3.2%
2015 3.9% 5.3% 0.0% -5.0% 3.9%
2014 5.1% -0.5% -0.1% 1.1% 4.6%
2013 31.9% 14.3% 0.8% 4.7% 9.4%
2012 20.5% 9.9% -2.1% 7.2% 4.5%
2011 -5.7% 0.8% 0.5% -16.1% 11.0%
2010 18.4% 5.7% -11.0% 16.4% 8.2%
2009 24.3% -10.4% 9.9% 24.5% 1.4%
2008 -30.1% -10.4% -2.9% -12.9% -7.8%
2007 0.3% 1.6% 1.2% -2.8% 0.3%
2006 20.7% 8.9% -3.5% 5.5% 8.8%
2005 20.8% 4.1% 4.5% 5.5% 5.2%
2004 18.7% 2.2% 4.8% 2.3% 8.4%
2003 21.8% -6.7% 15.6% 6.9% 5.7%
2002 -17.8% 6.2% -8.3% -16.8% 1.5%
2001 -8.0% -5.8% 4.1% -14.6% 10.0%
2000 3.3% -7.7% 4.7% 0.8% 6.0%
1999 14.7% 8.4% 6.4% -6.1% 5.8%
1998 5.4% 16.0% -3.3% -16.3% 12.2%
1997 26.1% 5.0% 3.4% 14.5% 1.5%
1996 13.9% 1.3% 0.5% 5.6% 6.0%
1995 20.0% 3.7% 3.4% 7.8% 3.9%
1994 -8.4% -7.1% -6.6% 3.5% 2.0%
1993 29.4% 6.9% 1.3% 8.4% 10.2%
1992 21.7% -0.4% 6.8% -2.8% 17.6%
1991 11.2% 15.8% -3.9% 8.9% -8.3%
1990 -11.1% -5.8% 5.3% -16.8% 7.8%
1989 0.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date30/09/1975
  • Share Class size07Mn
  • Base currencyGBP
  • ISIN GB00B1XG7551

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment250

Charges

  • Annual management1.50%
  • Initial investment1.5

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...more...

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