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Merian UK Alpha A USD Acc

Ranked 12 out of 39 in - UK (All Companies) over 12 months
All calculations are in EUR unless stated

Managed by

Richard Buxton

Motorbike enthusiast Richard Buxton joined Old Mutual Global Investors in June 2013 as head of UK equities and was appointed as chief executive in August 2015. He joined from Schroders where he managed the Schroder UK Alpha Plus Fund since its launch in 2002. Prior to joining Schroders, Buxton enjoyed an eleven-year stint with Barings where his responsibilities included taking the reins of the Baring UK Growth, Baring Equity Income and Baring Global Growth funds. He holds a degree in English from Oxford University.

Objective

The objective of the Fund is to seek to achieve capital appreciation. The Old Mutual UK Alpha Fund (IRL) seeks to achieve its objective through investment in a well diversified portfolio of equities of predominantly UK issuers or of issuers established outside the UK which have a predominant proportion of their assets and/or business operations in the UK or securities listed on a UK exchange.

Showing fund performance in Luxembourg View performance globally

Performance

UK (All Companies) over : 30/09/2017 - 30/09/2018

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -5.1% 6.4% -1.1%
2017 8.9% 2.8% -0.4% 2.1% 4.1%
2016 -4.2% -10.5% -6.4% 6.4% 7.4%
2015 1.9% 11.5% 0.5% -13.4% 5.1%
2014 7.5% -2.1% 3.6% 2.5% 3.4%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/08/2018

Top 10 Holdings

Stock Size
BP PLC ORD 4.73%
HSBC Holdings PLC ORD 4.19%
GlaxoSmithKline PLC ORD 4.04%
SSP Group PLC ORD 3.99%
Glencore PLC ORD 3.76%
Royal Dutch Shell Plc B ORD 3.74%
Lloyds Banking Group PLC ORD 3.69%
Worldpay Inc ORD 3.56%
GVC Holdings PLC ORD 3.54%
Whitbread PLC ORD 3.53%
31/08/2018

Registered For Sale In

  1. Austria
  2. Denmark
  3. Finland
  4. France
  5. Germany
  6. Hong Kong
  7. Ireland
  8. Luxembourg
  9. Netherlands
  10. Norway
  11. Singapore
  12. Spain
  13. Sweden
  14. Switzerland
  15. United Kingdom

Fund Info

  • Launch date20/12/2013
  • Share Class size02Mn
  • Base currencyUSD
  • ISIN IE00BFWH6509

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment5.00%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).