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
OIC
Fund manager
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.
Benchmark
MSCI AC World
Investment style
Flexible,Total Return,Active
Investment method
None

Quick stats

1 Year return

5.98 %

1 Year rank in sector

86/106

Sector

UT Specialist

Yield
-
Fund size

£ 219.3 m

FE Risk score

51

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Holdings snapshot

  • Global Fixed Interest
    20.8%
  • International Equities
    19.2%
  • US Equities
    16.6%
  • Money Market
    9.6%
  • European Equities
    7.2%

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund0.58 %3.5 %5.76 %14.15 %0 %
Sector0.2 %5.38 %18.37 %19.59 %38.01 %
Rank within sector52 / 10875 / 10686 / 10661 / 99 /
Quartile th2 nd3 rd4 th3 rd th

Calendar performance

YTD-20172016201520142013
Fund3.41 %-0.87 %6.55 %7.72 %0 %
Sector4.11 %22.72 %-4.47 %1.15 %4.5 %
Rank within sector66 / 106101 / 10511 / 10125 / 97 /
Quartile th3 rd4 th1 st2 nd th

Risk statistics

Alpha3.08
Beta0.23
Sharpe0.17
Volatility6.75
Tracking error9.54
Information ratio-0.27
R-Squared0.11

Price movement

52 week high60.65
52 week low55.35
Current bid price0
Current offer price0
Current mid price60.36

Holdings by region

-

Holdings by sector

-

Holdings by asset type

  • 20.8% Global Fixed Interest
  • 19.2% International Equities
  • 16.6% US Equities
  • 9.6% Money Market
  • 7.2% European Equities
  • 5.8% Japanese Equities
  • 5.5% Global Emerging Market Fixed Interest
  • 4.5% Hedge
  • 2.9% Property Shares
  • 2.7% Global Index Linked

Individual holdings

-