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Old Mutual Equity 2 A GBP

Ranked 116 out of 262 in - UK (All Companies) over 12 months
All calculations are in GBP

Objective

To achieve capital growth through a majority investment in a diversified portfolio of quoted leading UK securities and up to 5% investment in securities established on internationally recognised exchanges outside the UK, that have a predominant proportion of their assets or business operations in the UK.

Performance

UK (All Companies) over : 30/09/2013 - 30/09/2014

Total Return

Quarterly Performance

to 30/09/2014 Annual Q1 Q2 Q3 Q4
2014 0.0% 0.9% 0.0% -0.9%
2013 27.9% 14.1% 1.0% 4.5% 6.2%
2012 16.4% 7.9% -2.3% 6.7% 3.5%
2011 -1.4% 1.6% 3.0% -12.1% 7.3%
2010 11.2% 4.2% -9.5% 8.2% 9.0%
2009 31.6% -12.0% 18.2% 24.6% 1.5%
2008 -30.2% -12.1% -6.2% -8.6% -7.3%
2007 -3.1% 0.4% 3.3% -2.6% -4.1%
2006 14.2% 6.6% -2.3% 3.2% 6.3%
2005 18.6% 3.3% 5.4% 5.1% 3.7%
2004 12.4% 3.6% 0.9% 2.0% 5.5%
2003 17.6% -5.7% 13.1% 1.7% 8.5%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/03/2012

Top 10 Holdings

Stock Size
GlaxoSmithKline PLC ORD 7.04
Royal Dutch Shell Plc B ORD 7.03
HSBC Holdings PLC ORD 6.85
Signet Jewelers Ltd ORD 5.61
Vodafone Group PLC ORD 4.37
Travis Perkins PLC ORD 3.99
Unilever PLC ORD 3.85
BT Group PLC ORD 3.72
British American Tobacco PLC ORD 3.49
Other Assets 3.45
31/03/2012

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date13/12/2002
  • Share Class size146Mn
  • Base currencyGBP
  • ISIN GB0032385303

Purchase Info

  • Min. initial investment100,000
  • Min. additional investment0

Charges

  • Annual management1.0%
  • Initial investment5

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