Old Mutual UK Mid Cap U1 Inc GBP
|Bid Price||GBX 130.26||Offer Price||GBX 131.23|
|Mid Price||-||Day Change||GBX -1.04 (-0.79%)|
|Price Date||2 Dec 2016||Crown Rating|
|Shares Class||Inc.||Yield||1.11 %|
|Total Expense Ratio||0.85||Fund Size||2,207,290,000.00|
|Launch Date||22/02/2002||Standard Initial Charge (%)||0.00|
|Annual Management Charge (%)||0.68||Sector||IMA UK Equity Income|
|Min Investment (£)||75,000,000.00||Total Expense Ratio (%)||0.85|
|ISIN||GB00BHBX8M40||Min TopUp (£)||500,000.00|
To provide capital growth from investing primarily in a portfolio of medium sized UK companies.
Richard Watts joined OMGI's UK Mid & Small Cap Team as an analyst in 2002 and was appointed deputy manager of the Old Mutual UK Select Mid Cap Fund in July 2006, assuming full responsibility in January 2009. Prior to joining OMGI he was an equity analyst at Orbis Investment Advisory for two years, before which he was a senior associate in the Investment Management division of PriceWaterhouseCoopers. Richard has a BA in Mathematical Sciences from Oxford University (1998) and is a CFA Charterholder. He is an Associate of the Institute of Investment Management & Research.