Investment Objective
The investment objective of the Old Mutual UK Specialist Equity Fund is to achieve capital appreciation by taking long and short positions mainly in UK equities outside the FTSE 100 Index, whilst seeking to deliver absolute returns in all market conditions.
Reference Index
EONIA
Performance
JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2023 | 0.3 | 0.3 | 0.8 | 0.9 | 0.6 | 0.6 | 0.9 | 0.7 | 0.1 | 0.8 | 0.5 | 0.7 | 0.2 | |
2022 | 0.1 | 0.0 | 0.6 | 0.8 | 0.2 | 0.9 | 0.3 | 0.2 | 1.0 | 0.8 | 0.9 | 0.5 | 0.3 |