Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

Old Mutual UK Smaller Companies A Acc

Ranked 26 out of 52 in - UK Smaller Companies over 12 months
All calculations are in GBP unless stated

Managed by

Daniel Nickols

Born in Ilkeston, Derbyshire, in 1969, Daniel Nickols studied Modern and Medieval languages at Cambridge University before starting his career at Deloitte and Touche in 1992. He switched to Morgan Stanley’s European equities division in 1994, and moved on to Albert E Sharp as a specialist salesman a year later. Nickols got his first taste of fund management when he began working on the Albert E Sharp Smaller Companies fund in 1997. He was appointed fund manager at Gerrard in 1999 taking charge of the Gerrard UK Smaller Companies fund. He subsequently joined Old Mutual Asset Managers in December 2001 in the wake of the integration of Gerrard Investment funds. He now manages the Old Mutual UK Select Smaller Companies fund. Family man Nickols likes to unwind in the company of his three young sons and is a lifelong fan of Derby County Football Club.

Objective

To provide capital growth from investing primarily in a portfolio of UK smaller companies. Typically, the ACD will invest at least 80% of the portfolio in smaller companies. 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. The fund will initially only use derivatives for EPM purposes

Showing fund performance in United Kingdom View performance globally

Performance

UK Smaller Companies over : 31/05/2017 - 31/05/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -5.5%
2017 37.1% 11.7% 7.0% 8.1% 6.1%
2016 10.7% -2.4% -6.8% 18.2% 3.0%
2015 20.1% 4.6% 6.5% 2.2% 5.6%
2014 -1.2% 4.6% -7.5% 1.0% 1.1%
2013 38.2% 11.6% 2.7% 9.7% 10.0%
2012 27.1% 15.9% -4.3% 8.8% 5.4%
2011 -8.9% 0.8% 3.4% -16.0% 4.0%
2010 34.1% 7.6% -6.1% 17.8% 12.6%
2009 39.4% -1.9% 16.3% 24.2% -1.7%
2008 -32.8% -4.6% -3.0% -13.2% -16.2%
2007 0.0% 6.2% 4.6% -4.4% -5.9%
2006 38.2% 14.9% -3.9% 8.1% 15.8%
2005 34.6% 8.1% 3.6% 10.5% 8.8%
2004 27.4% 7.7% 2.5% 3.6% 11.4%
2003 45.8% -2.6% 24.4% 11.8% 7.6%
2002 -12.6% 3.4% -5.3% -13.5% 3.3%
2001 9.9% -16.7% 19.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date09/02/2001
  • Share Class size289Mn
  • Base currencyGBP
  • ISIN GB00B1XG7C26

Purchase Info

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

Charges

  • Annual management1.75%
  • Initial investment4

Related News

MPS spotlight: Hawksmoor’s Conway doubles down on defence

The manager of the Balanced Model Portfolio weighs in on the value of property, performance and panning for gold.

The small-cap fund managers consistently outperforming

Few fund managers are able to consistently outperform their peers, but a cohort of UK smaller companies investors have managed the feat.

Artemis pulls plug on Revolution vodka bar bid

Artemis has pulled its previous support for a planned takeover of embattled vodka bar chain Revolution

Woodford pick Purplebricks under fire after BBC probe

BBC investigation into consumer complaints dents soaring share price of online estate agent Purplebricks, backed by fund manager Neil Woodford.

AA-rated Dan Nickols: dialling up and dialling down

Old Mutual Global Investors UK mid and small cap head reveals the subtle changes he has made to his fund since the Brexit.

Investors dump wealth firms on Brewin numbers

Investors are selling wealth firm stock on the back of a Brewin Dolphin trading update.

Nickols steps back from offshore OMGI UK small cap fund

Dan Nickols will remain lead manager of the onshore version of the fund.

Old Mutual UK Smaller Companies

Dan Nickols: ignore the noise - stock selection remains key

The manager of the Old Mutual UK Smaller Companies fund explains why he won't be changing his investment tack in 2015 in what could be a volatile year.   

Hargreaves Wealth 150 shrinks to historic low on star shortage

'There is no shortage of funds available to UK investors, just a shortage of good ones,' says Hargreaves.

...more...

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