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CLAIM SALE
3.57
+0.03
+0.99%
24/12 - Closed. Currency in GBP
Type:
Fund
Market:
United Kingdom
Issuer:
Old Mutual Investment Management Limited
ISIN:
GB00B1XG7999
Asset Class:
Equity
- Morningstar Rating:
- Total Assets: 14.05M
Old Mutual UK Mid Cap Fund A GBP Acc
3.57
+0.03
+0.99%
- Overview
- Profile
- Historical Data
- Holdings
Jupiter Uk Mid Cap L Gbp Acc Overview
On this page you'll find an in-depth profile of Jupiter Uk Mid Cap L Gbp Acc. Learn about the key management, total assets, investment strategy and contact information of 0P00000K41 among other information.
Investment Strategy
The objective of the fund is to achieve capital growth. In seeking to achieve its investment objective the fund will aim to deliver a return, net of fees, greater than that of the FTSE 250 ex Investment Trust Index over rolling 3 year periods. The Fund invests a minimum of 60% of its Net Asset Value in a portfolio of medium sized UK companies.
Contact Information
Address
Millennium Bridge House,2 Lambeth Hill
London, EC4P 4GG
United Kingdom
London, EC4P 4GG
United Kingdom
Phone
+44 330 024 0785
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Tim Service | - | 2023 | Now |
| Biography | Tim is the Lead Investment Manager for the UK Small & Mid Cap Equities team. Before joining Jupiter, Tim worked at Merian Global Investors as a UK equity fund manager. Prior to this, he worked at J.P. Morgan where he was an analyst covering European consumer goods. Before this, he was an analyst at ABN Amro, covering the food retail sector. He began his investment career in 2002. Tim has a BA in modern history and is a CFA® charterholder. | ||
| James Gilbert | - | 2023 | Now |
| Biography | James is an Investment Manager in the UK Small & Mid Cap Equities team. Before joining Jupiter, James worked at Merian Global Investors as a UK equities analyst. Prior to this, he worked at Canaccord, where he was a support services analyst in a team ranked in the top three in the Extel Survey (2013). He began his investment career at Deutsche Bank as a graduate trainee in 2008. James has a BA in economics & management. He is a CFA® charterholder. | ||
| Richard Watts | Global CIO, CIO EMEA | 2008 | 2023 |
| Biography | Richard is the Chief Investment Officer of BMO Global Asset Management, and the CIO for Europe the Middle East and Africa. Richard is a board member of three group companies including the BMO Asset Management Netherlands B.V., and a member of the Investment Committee of the Investment Association, the Trade Association for Asset management in the U.K. Previous roles in Richards career with the Group and predecessor companies include: co-Head of Investment for BMO GAM EMEA, Head of Fixed Income, Head of Investment Solutions, and Head of Liability Driven Investment. Richard joined the company in 2005 after eight years at the Investment Bank JP Morgan where he worked in the interest rate derivative business both in London and New York. Richard holds a Ph.D. in Physics from the University of Exeter. | ||
| Ashton Bradbury | Head | 2002 | 2008 |
| Biography | Ashton was Head of UK Retail Funds at Hill Samuel Asset Management. Ashton studied Banking and Finance at Loughborough before joining the graduate trainee scheme at Charterhouse Tilney in Liverpool, where he became an investment manager. In 1991 he joined Hill Samuel Asset Management as a UK Smaller Companies Fund Manager, working with John Ainsworth. In 1996 Ashton moved to HSBC Asset Management as Head of UK Smaller Companies, before returning to Hill Samuel Asset Management in 1999. | ||
| Richard Moore | - | 2002 | 2006 |
| Biography | Richard Moore, Manager of the £1bn Santander UK Growth Unit Trust, has over 20 years’ experience of equity fund investments and held several fund manager roles over this time.Prior to joining Santander Asset Management UK, Richard was a Fund Manager at Old Mutual Asset Managers (UK) Limited for over five years where he headed up the UK Large Cap desk, managing their UK Select Equity and UK Select Large Funds. During this time, he also ran a long/short hedge fund and assisted in the asset allocation decisions for the Old Mutual Select Managed Fund.Furthermore, Richard was a specialist UK Equity Fund Manager at Singer & Friedlander Investment Management between 1997 and 2001. Here, he was responsible for managing specialist mandates, pension funds as well as a unit trust. During this time, he was a member of their Model Portfolio Asset Allocation Committee.Prior to this, Richard was Head of UK Equities at National Mutual Life Assurance Society for nine years where he ran the ‘Harvester’ UK Equity. | ||
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