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Old Mutual UK Alpha Fund R GBP Acc

Performance History30/11/2017
Growth of 1,000 (GBP) Advanced Graph
Old Mutual UK Alpha Fund R GBP Acc
Fund31.11.2-2.512.59.7
+/-Cat7.50.2-5.0-0.61.6
+/-B’mrk10.30.1-3.5-4.31.8
 
Key Stats
NAV
08/12/2017
 GBP 1.57
Day Change 0.13%
Morningstar Category™ UK Large-Cap Blend Equity
IA (formerly IMA) Sector UK All Companies
ISIN GB0032544065
Fund Size (Mil)
08/12/2017
 GBP 2318.67
Share Class Size (Mil)
30/11/2017
 GBP 406.97
Max Initial Charge 5.00%
Ongoing Charge
31/03/2017
  0.85%
Morningstar Research
Analyst Report

Old Mutual UK Alpha continues to benefit from the stewardship of a talented UK equity manager. Richard Buxton took control of this fund in December 2009, originally on an outsourced basis, before joining Old Mutual Global Investors from Schroders...

Click here to read this analyst report on the underlying fund.
Morningstar Pillars
PeoplePositive
ParentPositive
ProcessPositive
PerformancePositive
PriceNeutral
Investment Objective: Old Mutual UK Alpha Fund R GBP Acc
The fund seeks to maximise capital growth through investment 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.
Returns
Trailing Returns08/12/2017
YTD9.76
3 Years Annualised5.91
5 Years Annualised10.04
10 Years Annualised5.28
12 Month Yield 3.02
Management
Manager Name
Start Date
Richard Buxton
01/12/2009
Inception Date
31/01/2003
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Category Benchmark
Fund BenchmarkMorningstar Benchmark
FTSE AllSh TR GBPFTSE AllSh TR GBP
Portfolio Profile for  Old Mutual UK Alpha Fund R GBP Acc31/10/2017
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock99.780.0099.78
Bond0.000.000.00
Property0.000.000.00
Cash6.906.680.22
Other0.000.000.00
Top 5 Regions%
United Kingdom95.52
Eurozone2.52
United States1.96
Canada0.00
Latin America0.00
Top 5 Sectors%
Financial Services25.21
Consumer Cyclical16.31
Healthcare11.03
Basic Materials10.13
Technology10.03
Top 5 HoldingsSector%
Royal Dutch Shell PLC BEnergyEnergy5.11
HSBC Holdings PLCFinancial ServicesFinancial Services4.88
BP PLCEnergyEnergy4.59
Glencore PLCBasic MaterialsBasic Materials4.35
Sage Group (The) PLCTechnologyTechnology4.30
Old Mutual UK Alpha Fund R GBP Acc