Quick Stats

Bid Price GBX 172.15 Offer Price GBX 173.46
Mid Price - Day Change GBX +1.64 (0.96%)
Price Date 22 Nov 2017 Crown Rating 5
Shares Class Inc. Yield 1.06 %
Total Expense Ratio 0.00 Fund Size 3,246,030,000.00
Launch Date 22/02/2002 Standard Initial Charge (%) 0.00
Currency GBX ISA Eligible No
Annual Management Charge (%) 0.68 Sector IMA UK Equity Income
Min Investment (£) 75,000,000.00 Total Expense Ratio (%) 0.00
ISIN GB00BHBX8L33 Min TopUp (£) 500,000.00

Fund Objective

To provide capital growth from investing primarily in a portfolio of medium sized UK companies.

Fund Managers

Richard Watts
Richard joined Old Mutual in 2002 and manages the Old Mutual UK Mid Cap Fund. He initially joined the UK mid- and small-cap team as an analyst before assuming full portfolio management responsibilities in 2009. He joined from Orbis Investment Advisory where he spent two years as an equity analyst, before which he was a senior associate in the investment management division of PriceWaterhouseCoopers. Richard has a degree in mathematical sciences from the University of Oxford, is IIMR qualified and is a CFA charterholder.