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Old Mutual Equity 2 A GBP

Ranked 222 out of 259 in - UK (All Companies) over 12 months
All calculations are in GBP unless stated

Objective

The objective of the Fund is to provide long term total return from capital growth and income in a portfolio of predominantly UK equities. Investment will be in a portfolio of predominantly UK equities, either directly in transferable securities or through collective investment schemes, including those managed and operated by the Manager.

Showing fund performance in United Kingdom View performance globally

Performance

UK (All Companies) over : 31/03/2017 - 31/03/2018
  • Rank 222/259 Total Return
  • Rank 52/259 Standard Deviation
  • Rank 192/259 Max Drawdown
Fund Name Currency Return
220 Fidelity Inst UK Acc GBP

-2.8%

220 Schroder ISF UK Equity A Dis GBP

-2.8%

222 Old Mutual Equity 2 A GBP GBP

-2.8%

223 Moorea Fund UK Equity H Cap GBP

-2.8%

224 HSBC UK Growth & Income Acc GBP

-2.9%

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -6.8%
2017 6.2% 1.8% 0.9% 3.2% 0.2%
2016 18.5% 0.0% -1.2% 8.8% 10.3%
2015 -0.8% 5.0% 0.1% -8.5% 3.2%
2014 0.0% 0.9% 0.0% -0.9% 0.0%
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

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date13/12/2002
  • Share Class size112Mn
  • Base currencyGBP
  • ISIN GB0032385303

Purchase Info

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

Charges

  • Annual management1.00%
  • Initial investment1

Related News

Feeney clinches Old Mutual Wealth CEO role and tasked with driving growth

Old Mutual has named Paul Feeney as chief executive of its wealth management business, charging him with the task of driving the the growth and development of the £63 billion arm.

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