Fact sheet: Stan Life Inv EnhdDivGth

Fund information

Fund name
Standard Life Investments Enhanced Diversification Growth Platform Acc
Fund company manager
Standard Life Investments
Fund type
OEIC
Fund manager(s)
Multi Asset Investment team
since 20/11/2013
Fund objective
The fund aims to provide a long term total return through capital appreciation and income. It invests in a diversified portfolio of assets including equities, bonds, cash deposits and money-market instruments directly, via collective investment schemes and via derivatives. The fund is actively managed by our investment team and holds a portfolio of assets from both the UK and overseas, selected without reference to index weight or size, combined with strategies based on advanced derivative techniques designed to enhance portfolio diversification and thus lower volatility. The fund can take long and short positions in markets, securities and groups of securities through derivative contracts. Past performance is not a guide to future returns and future returns are not guaranteed. The price of assets and the income from them may go down as well as up and cannot be guaranteed; an investor may receive back less than their original investment. The fund will use derivatives extensively to reduce risk or cost, or to generate additional capital or income at low risk, or to meet its investment objective. Usage of derivatives is monitored to ensure that the fund is not exposed to excessive or unintended risks. The value of assets held within the fund may rise and fall as a result of exchange rate fluctuations.
Benchmark
MSCI AC World
Investment style
Flexible,Total Return,Active
Investment method
None

Quick stats

1 Year return

8.12 %

1 Year rank in sector

54/109

Sector

UT Specialist

Yield
-
Fund size

£ 246.8 m

FE Risk score

50

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Holdings snapshot

  • International Equities
    20.6%
  • Global Fixed Interest
    14.5%
  • Money Market
    13.8%
  • European Equities
    9.9%
  • Global Small Cap Equities
    8.9%

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund1.85 %6.72 %8.12 %20.59 %0 %
Sector2.4 %2.95 %7.54 %28.4 %34.03 %
Rank within sector59 / 11324 / 11354 / 10973 / 104 /
Quartile th3 rd1 st2 nd3 rd th

Calendar performance

YTD-20172016201520142013
Fund7.25 %-0.87 %6.55 %7.72 %0 %
Sector7.52 %22.72 %-4.47 %1.15 %4.5 %
Rank within sector64 / 109104 / 10812 / 10427 / 100 /
Quartile th3 rd4 th1 st2 nd th

Risk statistics

Alpha2.57
Beta0.24
Sharpe0.12
Volatility6.77
Tracking error9.46
Information ratio-0.33
R-Squared0.12

Price movement

52 week high62.6
52 week low56.25
Current bid price0
Current offer price0
Current mid price62.6

Holdings by region

-

Holdings by sector

-

Holdings by asset type

  • 20.6% International Equities
  • 14.5% Global Fixed Interest
  • 13.8% Money Market
  • 9.9% European Equities
  • 8.9% Global Small Cap Equities
  • 7.1% US Equities
  • 5.1% Japanese Equities
  • 4.6% Global Emerging Market Fixed Interest
  • 4.4% Global High Yield Fixed Interest
  • 4.2% Global Index Linked

Individual holdings

-