Old Mutual UK Equity Fund R GBP Acc

Name
Old Mutual UK Equity Fund R GBP Acc
Manager
Quilter Investors Limited
Type
Open Ended Investment Company
ISIN
GB00B1XG9H11
Sector
UK All Companies
Launched
03/01/2013
OCF
0.9 %
Risk Rating
2
3 Year Sharpe
0.62
3 Year Alpha
-2.68
Yield
2.4 %
Benchmark
FTSE AllSh TR GBP
The aim of the Fund is to achieve long term capital growth through the active management of a diversified portfolio invested primarily in a broad range of 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 4.39 %
HSBC Holdings PLC 4.18 %
British American Tobacco PLC 4.06 %
BP PLC 3.98 %
GlaxoSmithKline PLC 3.67 %
Tesco PLC 3.37 %
AstraZeneca PLC 3.32 %
Prudential PLC 3.08 %
CRH PLC 2.83 %
Rio Tinto PLC 2.77 %
Region %
United Kingdom 96.03 %
Sector %
Financial Services 23.42 %
Basic materials 15.16 %
Healthcare 12.03 %
Consumer Defensive 11.97 %
Industrials 11.66 %
Consumer Cyclical 11.40 %
Energy 9.00 %
Name
Quilter Investors Limited
Address
EC4V 4AJ, London, United Kingdom
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

Simon Murphy
Joined 03/19/2008

Simon Murphy worked with Price Waterhouse Coopers from 1994 to 1998, where he qualified as a chartered accountant. Murphy graduated from Warwick University with a BSc Honours degree in Economics and a Masters degree in Economics and Finance.

Data provided by Morningstar.

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