Old Mutual UK Smaller Companies U1

Quick Stats

Bid Price GBX 126.44 Offer Price GBX 128.21
Mid Price - Day Change GBX +0.69 (0.55%)
Price Date 6 Dec 2016 Crown Rating 3
Shares Class Inc. Yield 0.88 %
Total Expense Ratio 0.96 Fund Size 866,610,000.00
Launch Date 09/02/2001 Standard Initial Charge (%) 0.00
Currency GBX ISA Eligible No
Annual Management Charge (%) 0.79 Sector IMA UK Equity Income
Min Investment (£) 75,000,000.00 Total Expense Ratio (%) 0.96
ISIN GB00BHBX8S02 Min TopUp (£) 500,000.00

Fund Objective

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

Fund Managers

Daniel Nickols
Daniel Nickols joined OMGI in 2001 following the integration of Gerrard Investment Funds, prior to which he worked at Gerrard for two years. He was appointed to his current role in January 2009. His involvement with smaller companies began in September 1995, when he joined Albert E Sharp as a specialist salesman. He switched from the sell side to the buy side in May 1997, working on the Albert E Sharp Smaller Companies Fund. After graduating from Cambridge University in 1992 with an BA in Modern and Medieval Languages, he joined Deloitte & Touche, before moving to the European equities division of Morgan Stanley in June 1994. He is an Associate of the Institute of Investment Management & Research.