Quick Stats

Bid Price - Offer Price -
Mid Price GBX 150.70 Day Change GBX -0.20 (-0.13%)
Price Date 19 Nov 2018 Crown Rating 4
Shares Class Inc. Yield 0.92 %
Total Expense Ratio 1.10 Fund Size 106,176,752.32
Launch Date 19/10/2004 Standard Initial Charge (%) 5.00
Currency GBX ISA Eligible No
Annual Management Charge (%) 0.00 Sector UK All Companies
Min Investment (£) 100,000.00 Total Expense Ratio (%) 1.10
ISIN GB00B0364W40 Min TopUp (£) 10,000.00

Fund Objective

To maximise capital growth through investment in a focused portfolio of predominantly UK equities.

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.