Old Mutual mid-cap manager has benefitted from being overweight in industrials and consumer stocks, and opting to be underweight financials. By Aimee Savage
Industrial and consumer exposure has pushed Ashton Bradbury's Old Mutual UK Select Mid Cap to the top of the UK All Companies sector over three years. Over 36 months to 27 January, his £937m offering post-ed returns of 61.32% against a sector median of 30.59%, ranking first out of a possi- ble 262, according to Morningstar figures. Second-best in the peer group was Rensburg, with its UK Mid Cap Growth offer-ing run by Paul Spencer prod- ucing 58.17%. Threadneedle's UK Accelerando was third, with a three-year return of 56.44%. Industrial focus Bradbury, who has managed the fund sin...
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