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Old Mutual UK Mid Cap A Acc

Ranked 8 out of 14 in - UK Medium Companies over 12 months
All calculations are in GBP unless stated

Managed by

Richard Watts

Wales-born Richard Watts is a fund manager for Old Mutual Asset Management. He has held this position since moving from an analyst role with the same company in July 2006. Educated at Oxford University, Watts studied Mathematical Sciences before moving into the finance industry. He runs the Old Mutual UK Select Mid Cap Fund and rotates his portfolio in response to market cycles. He believes that this approach allows the fund to be successful in most market environments. A CFA Charterholder now based in London, Watts enjoys rugby outside of work.

Objective

To provide capital growth from investing primarily in a portfolio of medium sized UK companies. Medium sized companies are defined for this purpose as those companies that are members of the FTSE 250 Index and those UK listed companies that have a market capitalisation consistent with inclusion in the FTSE 250 Index but are not included in this reference benchmark. Typically at least 75% of the invested assets will be held in companies meeting this definition. Liquidity will under normal circumstances not exceed 10% of the value of the holding of the fund. Subject to the regulations, the property of the fund may include transferable securities; units in collective investment schemes (including those managed or operated by the ACD or an associate of the ACD), warrants, money market instruments, deposits and derivatives.

Showing fund performance in United Kingdom View performance globally

Performance

UK Medium Companies over : 31/03/2017 - 31/03/2018
  • Rank 8/14 Total Return
  • Rank 11/14 Standard Deviation
  • Rank 11/14 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -6.7%
2017 27.0% 7.2% 8.7% 3.6% 5.3%
2016 9.2% -5.6% -6.9% 17.3% 5.9%
2015 23.9% 9.2% 3.7% 1.7% 7.7%
2014 7.4% 4.9% -7.6% 3.4% 7.1%
2013 37.4% 14.8% 2.9% 6.4% 9.3%
2012 30.6% 15.7% -4.3% 10.7% 6.5%
2011 -9.5% 0.4% 3.7% -18.7% 6.9%
2010 28.0% 9.5% -8.9% 14.5% 12.1%
2009 34.4% -2.4% 12.3% 23.3% -0.5%
2008 -30.7% -5.6% -4.9% -12.5% -11.8%
2007 2.6% 4.3% 1.8% -1.3% -2.1%
2006 33.6% 14.2% -3.6% 6.8% 13.6%
2005 32.3% 2.3% 4.8% 9.7% 12.5%
2004 27.0% 9.7% 2.4% 1.5% 11.3%
2003 38.8% -3.6% 23.7% 10.6% 5.3%
2002 -5.6% -10.3% 1.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date22/02/2002
  • Share Class size535Mn
  • Base currencyGBP
  • ISIN GB00B1XG7999

Purchase Info

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

Charges

  • Annual management1.50%
  • Initial investment4

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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).