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OLD MUTUAL UK DYNAMIC EQUITY A - Portfolio

Bestinvest rating 4 stars


Asset allocation

old mutual uk dynamic equity a asset allocation illustration
Allocation Proportion
Equity 100%
High yield bonds
Quality bonds
Property
Commodities
Hedge
Fund cash

Equity Geographic

old mutual uk dynamic equity a equity geographic illustration
Allocation Proportion
UK 100%
Europe
Nth America
Japan
Pacific
Other Equity

Equity Capitalisation

old mutual uk dynamic equity a equity capitalisation illustration
Allocation Proportion
Large Caps 5%
Mid Caps 59%
Small Caps 36%

Top 10 holdings

As of 31/10/2011
Babcock International 4.7%
John Wood Group 4.3%
Aberdeen Asset Management 3.9%
Spectris 3.9%
Telecity Group 3.8%
Source: Old Mutual

Equity by sector

No data available.

No information available.

Portfolio details


60 - 100% of portfolio invested in longs (35-40 holdings); 0-30% of portfolio invested in shorts (0-40 holdings). Net exposure will be between 30-100%. Gross exposure will range from 60-130%. Typical unit sizes: Long 2-4%, Shorts 0.5-1.5%.

Constraints


The portfolio usually has very little commonality with the benchmark and so performance can be expected to differ markedly on occasions.

The value of your investments and the income from them can go down as well as up, and you can get back less than you originally invested. Past performance or any yields quoted should not be considered reliable indicators of future returns. Before investing in funds please check the specific risk factors on the key features document or refer to our risk warning notice as some funds can be high risk or complex; they may also have risks relating to the geographical area, industry sector and/or underlying assets in which they invest. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

Bestinvest (Brokers) Ltd & Bestinvest (Consultants) Ltd are authorised and regulated by the Financial Services Authority. This site is for UK Investors only

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