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Old Mutual UK Smaller Companies Focus GBP R Inc

Ranked 33 out of 52 in - UK Smaller Companies over 12 months
All calculations are in GBP unless stated

Managed by

Nick Williamson

Objective

Fund aims to provide capital growth from investing primarily in an equity portfolio of UK smaller companies. Smaller companies are defined for this purpose as those companies which are quoted on a regulated market and which have a market capitalisation no greater than the largest company in the Numis Smaller Companies Index at the time of initial investment. The Numis Smaller Companies Index is designed to monitor the performance of the smaller companies sector.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

UK Smaller Companies over : 31/08/2017 - 31/08/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -5.5% 10.3%
2017 50.7% 16.8% 12.7% 10.5% 3.5%
2016 23.7% -0.9% -5.0% 19.9% 9.6%
2015 22.2% 4.6% 7.5% 2.8% 5.8%
2014 0.4% 7.4% -8.5% 1.7% 0.5%
2013 2.5% 12.5% 10.7%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/07/2018

Top 10 Holdings

Stock Size
Blue Prism Group PLC ORD 7.61%
Fevertree Drinks PLC ORD 4.98%
GBP Cash 4.30%
Charter Court Financial Services Group PLC ORD 3.29%
Clinigen Group PLC ORD 3.01%
Boohoo Group PLC ORD 2.97%
Microgen PLC ORD 2.75%
OneSavings Bank PLC ORD 2.75%
Ascential PLC ORD 2.73%
Hut Group Ltd 2.68%
31/07/2018

Registered For Sale In

  1. France
  2. Ireland
  3. Singapore
  4. Spain
  5. Sweden
  6. Switzerland
  7. United Kingdom

Fund Info

  • Launch date28/02/2013
  • Share Class size221Mn
  • Base currencyGBP
  • ISIN IE00BLP58G83

Purchase Info

  • Min. initial investment10,000
  • Min. regular additional investment0

Charges

  • Annual management0.75%
  • Initial investment0.00%

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