Fact sheet: Stan Life Inv MF MM I IV

Fund information

Fund name
Standard Life Investments MyFolio Multi-Manager Income IV Ret Platform 1 Acc
Fund company manager
Standard Life Investments
Fund type
OIC
Fund manager
Bambos Hambi
since 16/12/2011
Fund objective
The fund aims to provide an income-focused return with some capital appreciation over the longer term, investing mainly in a range of collective investment schemes from selected managers to achieve a broad exposure to diversified investments, including equities, absolute returns, fixed and variable rate interest bearing securities and immoveable property. The fund may also invest in transferable securities, money market instruments, deposits and cash. The investment managers are selected for their investment expertise and are monitored on an ongoing basis. This selection and ongoing monitoring is currently undertaken by Standard Life Investments and is based on extensive research with the aim of blending managers with expertise across the chosen asset classes. Typically, the fund will have a preference to those assets providing potential for growth, such as equities.
Benchmark
No Specified Index
Investment style
Aggressive,Growth
Investment method
None

Performance snapshot

Quick stats

1 Year return

16.14 %

1 Year rank in sector

-

Sector

UT Volatility Managed

Yield

2.26

Fund size

£ 13.8 m

FE Risk score

53

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Holdings snapshot

  • Hedge
    19%
  • US Equities
    16.1%
  • UK Equities
    14.6%
  • UK Property
    8%
  • Global Emerging Market Fixed Interest
    7.7%

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund2.53 %5.57 %16.14 %21.3 %45.92 %
Sector1.74 %6.2 %17.36 %26.12 %51.34 %
Rank within sector / / / / /
Quartile th th th th th th

Calendar performance

YTD-20172016201520142013
Fund5.03 %11.6 %0.34 %6.02 %10.24 %
Sector5.46 %13.12 %1.54 %7.09 %9.44 %
Rank within sector / / / / /
Quartile th th th th th th

Risk statistics

Alpha-1.36
Beta0.99
Sharpe0.46
Volatility6.11
Tracking error1.38
Information ratio-1.02
R-Squared0.95

Price movement

52 week high74.08
52 week low63.47
Current bid price0
Current offer price0
Current mid price73.69

Holdings by region

-

Holdings by sector

-

Holdings by asset type

  • 19% Hedge
  • 16.1% US Equities
  • 14.6% UK Equities
  • 8% UK Property
  • 7.7% Global Emerging Market Fixed Interest
  • 7.65% European Equities
  • 7.2% Global High Yield Fixed Interest
  • 5.95% Japanese Equities
  • 4.7% Global Corporate Fixed Interest
  • 4.1% Global Emerging Market Equities

Individual holdings

  • 9.76% JPM US EQUITY INCOME B Inc
  • 8.05% THREADNEEDLE UK EQUITY INCOME INST INC GBP
  • 7.92% NEUBERGER BERMAN INVESTMENT FDS PLC
  • 7.53% INVESCO PERPETUAL EUROPEAN EQUITY INCOME NO TRAIL INC
  • 6.51% THREADNEEDLE SIF US EQUITY INCOME L INC GBP
  • 6.15% STANDARD LIFE INVESTMENTS GLOBAL ABSOLUTE RETURN STRATEGIES INST
  • 6.13% NOMURA US HIGH YIELD BOND ID HEDGED GBP
  • 5.88% CF MORANT WRIGHT NIPPON YIELD B
  • 5% HENDERSON UK PROPERTY PAIF I INC
  • 4.77% TM FULCRUM TM FULCRUM DIVERSIFIED CORE ABSOLUTE RETURN C ACC GBP