Fact sheet: Stan Life Inv MyFl MM I

Fund information

Fund name
Standard Life Investments MyFolio Multi Manager I Ret Platform 1 Acc
Fund company manager
Standard Life Investments
Fund type
OIC
Fund manager
Bambos Hambi
since 02/06/2011
Fund objective
The fund aims to provide a total return from a combination of income and 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 high exposure to lower risk assets, such as bonds.
Benchmark
No Specified Index
Investment style
Total Return,Cautious
Investment method
None

Performance snapshot

Quick stats

1 Year return

7.84 %

1 Year rank in sector

-

Sector

UT Volatility Managed

Yield

0.52

Fund size

£ 63.3 m

FE Risk score

23

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Holdings snapshot

  • Global Corporate Fixed Interest
    40.5%
  • Hedge
    12.9%
  • Global Index Linked
    12.3%
  • Money Market
    7.8%
  • US Equities
    6%

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund1.17 %3.69 %7.84 %13.85 %24.59 %
Sector1.74 %6.2 %17.36 %26.12 %51.34 %
Rank within sector / / / / /
Quartile th th th th th th

Calendar performance

YTD-20172016201520142013
Fund3.12 %6.1 %0.72 %5.45 %3.74 %
Sector5.46 %13.12 %1.54 %7.09 %9.44 %
Rank within sector / / / / /
Quartile th th th th th th

Risk statistics

Alpha0.36
Beta0.49
Sharpe0.22
Volatility3.11
Tracking error3.21
Information ratio-1.05
R-Squared0.89

Price movement

52 week high63.22
52 week low58.57
Current bid price0
Current offer price0
Current mid price63.15

Holdings by region

-

Holdings by sector

-

Holdings by asset type

  • 40.5% Global Corporate Fixed Interest
  • 12.9% Hedge
  • 12.3% Global Index Linked
  • 7.8% Money Market
  • 6% US Equities
  • 3.4% European Equities
  • 3.4% UK Equities
  • 2.9% Japanese Equities
  • 2.8% Global Emerging Market Fixed Interest
  • 2.5% UK Property

Individual holdings

  • 8.64% FIDELITY INSTITUTIONAL UK CORPORATE BOND
  • 7.79% TWENTYFOUR CORPORATE BOND I ACC GBP
  • 6.86% T ROWE PRICE FUNDS OEIC DYNAMIC GBL BD CG GBP ACC 10
  • 6.37% ROYAL LONDON GLOBAL INDEX LINKED Z INC
  • 5.16% ROYAL LONDON SHORT DURATION CREDIT Z INC
  • 4.82% VANGUARD UK SHORT-TERM INVESTMENT GRADE BOND INDEX INST PLUS ACC GBP
  • 4.28% VONTOBEL TWENTYFOUR ABSOLUTE RETURN CREDIT G
  • 4.22% AXA STERLING CREDIT SHORT DURATION BOND Z ACC
  • 4.19% FF GLOBAL INFLATION LINKED BOND Y HEDGED GBP
  • 3.5% MORGAN STANLEY STERLING CORPORATE BOND INST ACC