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Old Mutual UK Mid Cap A Acc

Ranked 4 out of 11 in - UK Medium Companies over 12 months
All calculations are in GBP

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 Mid 250 Index. Typically at least 80% 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.

Performance

UK Medium Companies over : 30/09/2013 - 30/09/2014

Total Return

Quarterly Performance

to 30/09/2014 Annual Q1 Q2 Q3 Q4
2014 0.2% 4.9% -7.6% 3.4%
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% 14.4% 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 -10.5% 4.6% -5.6% -10.3% 1.0%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/08/2014

Top 10 Holdings

Stock Size
GBP Cash 6.88
Ashtead Group PLC ORD 4.54
BTG PLC ORD 4.53
Capital & Counties Properties PLC 3.23
Restaurant Group PLC ORD 3.14
Bodycote PLC ORD 3.06
Just Eat PLC ORD 2.89
St. James's Place PLC ORD 2.80
Dixons Retail PLC ORD 2.75
SSP Group PLC ORD 2.63
31/07/2014

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date11/02/2002
  • Share Class size603Mn
  • Base currencyGBP
  • ISIN GB00B1XG7999

Purchase Info

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

Charges

  • Annual management1.5%
  • Initial investment4

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