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Old Mutual UK Smaller Companies A Acc

Ranked 35 out of 54 in - UK Smaller Companies over 12 months
All calculations are in GBP

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.Smaller companies are defined for this purpose as those companies which are quoted on a regulated market and which have market capitalisations no greater than the largest company in the Numis Smaller Companies Index at the time of the initial investment. 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.

Performance

UK Smaller Companies over : 31/10/2013 - 31/10/2014

Total Return

Quarterly Performance

to 31/10/2014 Annual Q1 Q2 Q3 Q4
2014 -3.8% 4.6% -7.5% 1.0% -1.5%
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 4.4% -4.4% 9.9% -16.7% 19.2%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/09/2014

Top 10 Holdings

Stock Size
Ashtead Group PLC ORD 2.53
Restaurant Group PLC ORD 2.46
BTG PLC ORD 2.17
Innovation Group PLC ORD 2.17
Telecom Plus PLC ORD 2.12
Galliford Try PLC ORD 1.95
Smart Metering Systems PLC ORD 1.84
Morgan Sindall Group PLC ORD 1.81
Lookers PLC ORD 1.75
Mears Group PLC ORD 1.74
31/08/2014

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date29/01/2001
  • Share Class size304Mn
  • Base currencyGBP
  • ISIN GB00B1XG7C26

Purchase Info

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

Charges

  • Annual management1.8%
  • 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).