Fact sheet: Standard Life TM Pan European

Fund information
Fund name
Standard Life TM Pan European
Fund manager company
Standard Life Trust Management
Fund type
Unit Trust
Fund managers
  • Tony Hoodsince 01/09/2011
Fund objective
To provide capital growth by investing in a portfolio of Pan European equities.
  • MSCI Europe TR
Investment style
Investment method
Quick stats
1 Year return
1 Year rank in sector
UT Europe Including UK
Ongoing charge (OCF)
?A fund’s ongoing charges figure (OCF) is similar to the old-style total expense ratio. It reflects the annual charge to investors in the fund, in percentage terms, but does not include extra performance-related fees (where these are levied) or the fund’s trading expenses on its underlying investments.
Fund size
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.
Bid price
Offer price
Top in this sector
Fund name1 Year
M&G Eurpn Strat Value27.5%
Blackrock Inst Eq Cont Eur26.4%
M&G Pan European Div25.6%
Fidelity Pan European24.1%
GAM European Gth & Val23.7%
...more in UT Europe Including UK

Performance snapshot

Holdings snapshot

Performance vs Sector

Cumulative performance
 1 mth3 mth6 mth1 yr3 yr5 yr
Rank within sector13 / 156 / 1511 / 156 / 148 / 128 / 12
Calendar performance
 YTD - 20172016201520142013
Rank within sector12 / 156 / 139 / 137 / 128 / 12
Risk statistics
?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.
?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.
?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.
?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%.
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.
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.
?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.
Price movement
52 week high161.6
52 week low124.3
Current bid price161.1
Current offer price161.1
Current mid price-
No data available.
Industry sector
No data available.
Asset type
No data available.
Individual holdings
No data available.
Fund manager group
Standard Life Investments
Fund manager company
Standard Life Trust Management
Fund type
Unit Trust
Fund objective
To provide capital growth by investing in a portfolio of Pan European equities.
  • MSCI Europe TR
Investment style
Investment method
Fund managers
Tony Hood01/09/2011Born in the UK, Tony Hood studied economic science at Aberdeen University. Between 1994-1999 he was a trainee investment manager and since 1999 he is a fund manager at Standard Life Investments. He uses a dynamic valuation style of investment. Tony is an Associate member of the Society of Investment Professionals.
IA Recognised, UCITS IV Compliant
No data available.
Fund for sale in
United Kingdom
Standard Life TM Pan European
Initial charge7.5%
Annual charge0.75%
Min single investment£250,000
Min regular saving£100,000
Available in ISANo
Ongoing charge (OCF)0.82%
Total expense ratio (TER)0.78%
Bid price161.1
Offer price161.1
Mid price-
Price updated27/04/2017
Institutional or retail classInstitutional
Citi codeST66
Data provided by

The Content is only for your general information and use and is not intended to address your particular requirements. The Content does not constitute any form of advice, recommendation or arrangement by Moneywise and is not intended to be relied upon by you in making (or refraining from making) any specific investment or other decisions. Appropriate independent advice should be obtained before making any such decision.

This information is sourced from our partner Financial Express. We believe the data to be correct however you should take care in using any information.

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.