New Capital Dynamic UK Equity Fund (0P0001CMW9.L)
LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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New Capital Dynamic UK Equity Fund
United Kingdom
116 Park Street
Park House
+44 20 7491 9111
Management information
,Lead manager since 1 November 2021
Oisin joined EFGAM in 2021 and is currently the co-Portfolio Manager of the New Capital Global Equity Income Fund and the New Capital Dynamic UK Equity Fund. Prior to joining he was a fund manager at Liontrust, managing the European Equity Income & Enhanced European Equity Income funds for four years. Before this he spent two years as an investment analyst at Argonaut Capital covering European Equities, following two years at Maris Capital. Oisin has a Masters in Economics & Management from the University of Oxford, and is a CFA Charterholder.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryN/A
Fund familyEFG Asset Management (UK) Ltd
Net assetsN/A
YTD return3.20%
Yield0.00%
Morningstar rating★★★★★
Inception date3 Nov 2016
Fund operations
Last dividendN/A
Last cap gainN/A
Holdings turnoverN/A
Average for categoryN/A
Fees and expenses
Expense0P0001CMW9.LCategory average
Annual report expense ratio (net)0.00%N/A
Prospectus net expense ratio0.00%N/A
Prospectus gross expense ratio0.00%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/AN/A
Max deferred sales loadN/AN/A
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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