Fact sheet: Stan Life Wealth Bridge

Fund information
Fund name
Stan Life Wealth Bridge Inc
Fund manager company
Standard Life Wealth
Fund type
OEIC
Fund manager
  • Ben Wardsince 18/10/1999
Fund objective
This class fund aims to provide investors with capital growth together with an element of income.
Benchmark
No data available.
Investment style
Aggressive
Investment method
Equity, Fixed Interest
Quick stats
1 Year return
19.9%
1 Year rank in sector
10/75
Sector
FO Mixed Asset - Aggressive
Yield
2%
Fund size
£26m
FE Risk score
?FE Risk Scores measure the riskiness of instruments relative to the FTSE 100 index of shares. Weekly volatility is measured over three years with recent behaviour counting more heavily than earlier behaviour. Cash-type investments will have scores close to zero. Funds will tend to have scores in the 0-150 range. The FTSE 100 is always scored at 100. There is no upper limit.
67
Top in this sector
Fund name1 Year
CMI Global Mixed31.2%
HSBC Pfl Wld Seltn 531%
AIM MA31%
Capital Group GAlcL30.8%
Capital Group GAIGrL29.7%
...more in FO Mixed Asset - Aggressive

Performance snapshot

Holdings snapshot

  • UK45.8%
    North America28.9%
    Europe ex UK11.2%
    Japan5%
    Money Market4.2%
  • No data available.
  • UK Equities33.9%
    North American Equities28.9%
    UK Fixed Interest11.9%
    Europe ex UK Equities11.2%
    Japanese Equities5%

Performance vs Sector

Cumulative performance
 1 mth3 mth6 mth1 yr3 yr5 yr
Fund1.7%8.2%11.8%19.9%23.6%56.6%
Sector0.5%6.1%7.1%9.8%13.6%38.9%
Rank within sector4 / 8214 / 8215 / 8010 / 757 / 6010 / 48
Quartile1st1st1st1st1st1st
Calendar performance
 YTD - 20162015201420132012
Fund11.2%4.5%3.9%15.5%9.7%
Sector5.5%0%4.6%11.4%9.7%
Rank within sector16 / 7811 / 7339 / 6217 / 5731 / 52
Quartile1st1st3rd2nd3rd
Risk statistics
Alpha
?Alpha is a measure of a fund's over- or under-performance by comparison to its benchmark. If the Alpha is 5, the fund has outperformed its benchmark by 5%; so the greater the Alpha, the greater the outperformance.
2.53
Beta
?Beta estimates a fund's volatility by comparison to that of its benchmark. A fund with a beta close to 1 means that the fund will move generally in line with the benchmark. Higher than 1 and the fund is more volatile than the benchmark and vice versa.
0.86
Sharpe
?This commonly-used measure calculates the level of return over and above the return of a notional risk-free investment, such as cash. The difference in returns is then divided by the fund's volatility. The resulting ratio is an indication of the amount of excess return generated per unit of risk.
0.44
Volatility
?Volatility (or standard deviation), when applied to an investment fund, expresses its risk. It shows how widely a range of returns varied from the fund's average return over a particular period. For example, if a fund had an average return of 5%, and its volatility was 15, this would mean that the range of its returns over the period had swung between +20% and -10%.
8.22
Tracking error
?This measures the standard deviation of a fund's excess returns over the returns of an index or benchmark portfolio. As such, it can be an indication of 'riskiness' in the manager's investment style. A Tracking Error below 2 suggests a passive approach. At 3 and above the the manager will be deploying a more active investment style.
4.82
Information ratio
?This is a useful risk-adjusted measure of actively managed fund performance. It is calculated by deducting the returns of the fund's benchmark from the fund's overall returns, then dividing the result by its tracking error. The higher the Information Ratio the better. It is generally considered that a figure of 0.5 reflects a good performance, 0.75 very good, and 1.00 outstanding.
0.36
R-Squared
?An indication of how closely correlated a fund is to an index or a benchmark. Values for R-Squared range between 0 and 1, with 0 indicating no correlation at all and 1 showing a perfect match. Values upwards of 0.7 suggest that the fund's behaviour is increasingly linked to its benchmark.
0.67
Price movement
52 week high1.8
52 week low1.47
Current bid price-
Current offer price-
Current mid price1.8
Region
1UK45.8%
2North America28.9%
3Europe ex UK11.2%
4Japan5%
5Money Market4.2%
6Pacific Basin3.2%
7International1.7%
Industry sector
No data available.
Asset type
1UK Equities33.9%
2North American Equities28.9%
3UK Fixed Interest11.9%
4Europe ex UK Equities11.2%
5Japanese Equities5%
6Money Market4.2%
7Asia Pacific Equities3.2%
8Global Fixed Interest1.7%
Individual holdings
1UK TREASURY 3.25 22/01/44 (GBP)4%
2ROCHE HLDG AG2.1%
3ALPHABET INC1.9%
4FIRST REPUBLIC BANK SAN FRANCISCO1.9%
5ACCENTURE PLC1.7%
6ALLEGION PLC1.7%
7RELX PLC1.7%
8Boston Scientific Corp ORD1.6%
9IMPERIAL BRANDS PLC1.5%
Management
Fund manager group
No data available.
Fund manager company
Standard Life Wealth
Fund type
OEIC
Fund objective
This class fund aims to provide investors with capital growth together with an element of income.
Benchmark
No data available.
Investment style
Aggressive
Investment method
Equity, Fixed Interest
Fund manager
NameSinceBiography
Ben Ward18/10/1999
Compliance
No data available.
Domicile
No data available.
Fund for sale in
United Kingdom, Jersey, Offshore
Stan Life Wealth Bridge Inc
Initial charge-
Annual charge1%
Min single investment£2,000,000
Min regular saving£0
Available in ISANo
Ongoing charge (OCF)-
Total expense ratio (TER)1.11%
Bid price-
Offer price-
Mid price1.7958
CurrencyGBP
Price updated29/09/2016
TypeIncome
Institutional or retail classInstitutional
Domicile-
Citi codeCP37
Stan Life Wealth Bridge Z Inc
Initial charge-
Annual charge-
Min single investment£0
Min regular saving£0
Available in ISANo
Ongoing charge (OCF)-
Total expense ratio (TER)-
Bid price-
Offer price-
Mid price0.5559
CurrencyGBP
Price updated29/09/2016
TypeIncome
Institutional or retail classRetail
Domicile-
Citi codeMELE
Data provided by

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You should be aware that prices may fall as well as rise and that the income derived can go down as well as up. When buying or selling any investment that fluctuates in price or value you may get back less than you invested. Past performance is not necessarily a guide to future performance.