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Old Mutual UK Alpha R Acc

Ranked 245 out of 254 in - UK (All Companies) over 12 months
All calculations are in GBP unless stated

Managed by

Richard Buxton

Motorbike enthusiast Richard Buxton joined Old Mutual Global Investors in June 2013 as head of UK equities and was appointed as chief executive in August 2015. He joined from Schroders where he managed the Schroder UK Alpha Plus Fund since its launch in 2002. Prior to joining Schroders, Buxton enjoyed an eleven-year stint with Barings where his responsibilities included taking the reins of the Baring UK Growth, Baring Equity Income and Baring Global Growth funds. He holds a degree in English from Oxford University.

Objective

To achieve capital growth through predominant investment in a well-diversified portfolio of UK equities aimed at outperforming the performance of the FTSE All-Share by 1%.

Showing fund performance in United Kingdom View performance globally

Performance

UK (All Companies) over : 31/03/2015 - 31/03/2016
  • Rank 245/254 Total Return
  • Rank 189/254 Standard Deviation
  • Rank 208/254 Max Drawdown
Fund Name Currency Return
243 Aberdeen Global - UK Equity A2 Acc GBP GBP

-8.9%

244 Schroder Recovery A Inc GBP

-9.2%

245 Old Mutual UK Alpha R Acc GBP

-9.3%

246 Stonehage Fleming Core UK Equity GBP

-9.7%

247 Manek Growth GBP

-9.9%

Fund Name Currency Risk
187 SVM UK Growth A GBP

12.7

188 Sarasin EquiSar UK Thematic A Acc GBP

12.7

189 Old Mutual UK Alpha R Acc GBP

12.8

190 Schroder Core UK Equity A Acc GBP

12.8

190 CMIG UK Equity GBP

12.8

Fund Name Currency Loss
206 Omnis UK Equity A GBP

-14.9%

206 M&G UK Select A Acc GBP

-14.9%

208 Old Mutual UK Alpha R Acc GBP

-15.0%

208 Majedie UK Focus A Acc GBP

-15.0%

210 Stonehage Fleming Core UK Equity GBP

-15.1%

Total Return

Quarterly Performance

to 31/03/2016 Annual Q1 Q2 Q3 Q4
2016 -3.2%
2015 -2.2% 4.4% -1.3% -10.0% 5.5%
2014 1.5% -2.3% 1.0% -0.2% 3.1%
2013 31.5% 11.4% 2.0% 7.2% 8.0%
2012 23.1% 11.3% -5.6% 6.7% 9.9%
2011 -8.5% 1.0% 2.2% -15.2% 4.6%
2010 20.9% 9.8% -11.0% 15.8% 6.7%
2009 23.4% -8.9% 12.7% 18.6% 1.3%
2008 -36.1% -7.7% -0.9% -20.8% -11.8%
2007 -7.1% -2.3% 0.7% -3.8% -1.8%
2006 15.1% 11.7% -0.9% 0.8% 3.1%
2005 21.1% 2.6% 5.3% 8.5% 3.4%
2004 13.5% 5.3% 0.9% 2.8% 3.9%
2003 13.0% 6.1% 8.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date31/01/2003
  • Share Class size505Mn
  • Base currencyGBP
  • ISIN GB0032544065

Purchase Info

  • Min. initial investment5Mn
  • Min. regular additional investment0

Charges

  • Annual management0.75%
  • Initial investment5

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...more...

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