Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

Merian UK Alpha A USD Acc

Ranked 117 out of 255 in - UK (All Companies) over 12 months
All calculations are in GBP 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.


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 United Kingdom View performance globally


UK (All Companies) over : 31/03/2018 - 31/03/2019
  • Rank 117/255 Total Return
  • Rank 106/255 Standard Deviation
  • Rank 123/255 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 10.3%
2018 -11.9% -6.3% 7.3% -0.4% -12.0%
2017 13.2% 3.0% 2.3% 2.5% 4.9%
2016 11.0% -3.7% -1.8% 10.8% 6.0%
2015 -3.2% 3.9% -1.6% -9.9% 5.1%
2014 0.2% -2.7% 0.3% -0.3% 3.0%

Month by Month Performance

Returns Vs Risk

Asset Allocation



Top 10 Holdings

Stock Size
BP PLC ORD 4.98%
Sage Group PLC ORD 4.24%
Lloyds Banking Group PLC ORD 4.23%
GlaxoSmithKline PLC ORD 4.05%
HSBC Holdings PLC ORD 4.03%
Whitbread PLC ORD 3.99%
Tesco PLC ORD 3.89%
SSP Group PLC ORD 3.84%
Royal Dutch Shell Plc B ORD 3.63%
Rio Tinto PLC ORD 3.52%

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


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

Related News

Can Burberry escape a chequered past for a life of luxe?

Investors hold their breath to see designer Riccardo Tisci’s debut collection can really achieve the turnaround Burberry has been talking about.

Tesco soars on Booker deal and dividend pledge

Shares in supermarket surge as investors welcome bold move to shore up dominance and pledge to restart dividend payments.

Micro Focus hurtles 16% up on Hewlett Packard deal

Software provider's biggest acquisition delights investors, including Old Mutual's Richard Buxton.

OMGI’s Buxton: ‘Now the only bull market in town is uncertainty’

Buxton’s £2.25 billion fund has been a high profile casualty since the FTSE 100 peaked in April last year.

Richard Buxton: banks are becoming a real buy opportunity

The OM UK Alpha manager believes banks have been oversold following the Brexit, which is opening up a compelling investment opportunity.

Richard Buxton: a Brexit just won't happen

Richard Buxton is adamant that the UK will not leave the European Union.

Richard Buxton: 2015 - a year to forget

The disappointing performance of UK mega caps has resulted in the asset class looking unloved and unwanted. But the case for not holding them becomes harder to justify as we enter 2016.

As bad as it gets: how do you tell a bargain from a dud?

Wealth Manager looks at how fund managers separate headlines from the real horror shows with scandal-hit stocks.

How many plates can a fund manager spin?

As Buxton becomes OMGI CEO, is it wise to stick with a fund manager who has more to do than just run money?

Richard Buxton: the mega UK equity value opportunity

OMGI chief sees a big opportunity in the UK's largest companies following the ‘indiscriminate’ sell-off in UK equities.


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