Old Mutual UK Equity Income Fund R GBP Acc

Name
Old Mutual UK Equity Income Fund R GBP Acc
Manager
Quilter Investors Limited
Type
Open Ended Investment Company
ISIN
GB00B1XG9045
Sector
UK Equity Income
Launched
18/12/2012
OCF
0.9 %
Risk Rating
3
3 Year Sharpe
0.64
3 Year Alpha
-1.92
Yield
4 %
Benchmark
FTSE AllSh TR GBP
The fund seeks to achieve an above average yield with growth in income and capital appreciation over the long term, through the active management of a diversified portfolio invested primarily in UK equities. Subject to the regulations, the property of the fund may include transferable securities; units in collective investment schemes (including those managed or operated by the ACD or an associate of the ACD), warrants, money market instruments, deposits and derivatives.
Holding %
Royal Dutch Shell PLC B 5.16 %
HSBC Holdings PLC 5.09 %
Rio Tinto PLC 4.37 %
GlaxoSmithKline PLC 4.20 %
Barclays PLC 4.15 %
Vodafone Group PLC 4.11 %
Aviva PLC 4.09 %
BP PLC 3.92 %
Tesco PLC 3.76 %
Lloyds Banking Group PLC 3.67 %
Region %
United Kingdom 100.00 %
Sector %
Financial Services 30.10 %
Consumer Cyclical 15.22 %
Consumer Defensive 10.42 %
Basic materials 9.39 %
Energy 9.19 %
Healthcare 8.15 %
Name
Quilter Investors Limited
Address
EC4P 4WR, London, United Kingdom
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

Edward Meier
Joined 12/14/2016

Meier is an investment officer of MEMBERS Capital Advisors. He has thirteen years of experience managing fixed-income assets. Prior to joining MEMBERS Capital Advisors, Meier was an investment professional at AEGON U.S.A. Investment Management Company where he managed $8 billion in mortgage- and asset-backed securities (1999-2005).He also serves as analyst of the industrial sector supporting all the MCA-managed stock portfolios.

Data provided by Morningstar.

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