Fact sheet: Stan Life Inv MyFl MM IV

Fund information

Fund name
Standard Life Investments MyFolio Multi Manager IV Ret Platform 1 Acc
Fund company manager
Standard Life Investments
Fund type
OIC
Fund manager
Jacqueline Lowe
since 20/09/2010
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 a preference to those assets providing potential for growth, such as equities.
Benchmark
No Specified Index
Investment style
Total Return,Aggressive
Investment method
None

Performance snapshot

Quick stats

1 Year return

19.96 %

1 Year rank in sector

-

Sector

UT Volatility Managed

Yield

1

Fund size

£ 403.5 m

FE Risk score

58

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Holdings snapshot

  • UK Equities
    19.3%
  • US Equities
    19.2%
  • Hedge
    19%
  • European Equities
    9%
  • UK Property
    7.2%

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund1.96 %6.8 %19.61 %29.66 %62.97 %
Sector1.3 %5.85 %17.04 %26.08 %51.19 %
Rank within sector / / / / /
Quartile th th th th th th

Calendar performance

YTD-20172016201520142013
Fund6.34 %12.02 %3.75 %6.94 %15.08 %
Sector5.35 %13.12 %1.54 %7.09 %9.44 %
Rank within sector / / / / /
Quartile th th th th th th

Risk statistics

Alpha0.37
Beta1.06
Sharpe0.78
Volatility6.7
Tracking error2.06
Information ratio0.4
R-Squared0.91

Price movement

52 week high81.6
52 week low67.8
Current bid price0
Current offer price0
Current mid price81.17

Holdings by region

-

Holdings by sector

-

Holdings by asset type

  • 19.3% UK Equities
  • 19.2% US Equities
  • 19% Hedge
  • 9% European Equities
  • 7.2% UK Property
  • 6.9% Japanese Equities
  • 4.9% Global Emerging Market Equities
  • 3.9% Asia Pacific Equities
  • 3.7% Global Corporate Fixed Interest
  • 3.6% Global High Yield Fixed Interest

Individual holdings

  • 6.6% INVESTEC UK ALPHA I ACC GBP
  • 6.04% STANDARD LIFE INVESTMENTS GLOBAL ABSOLUTE RETURN STRATEGIES INST
  • 5.76% HENDERSON UK PROPERTY PAIF I ACC
  • 5.48% MAJEDIE UK EQUITY X ACC
  • 5.28% VANGUARD US EQUITY INDEX PLUS ACC GBP
  • 5.19% TM FULCRUM TM FULCRUM DIVERSIFIED CORE ABSOLUTE RETURN C ACC GBP
  • 5.02% JOHCM UK DYNAMIC Y ACC
  • 4.21% ARTEMIS US SELECT I ACC GBP
  • 4.1% L&G US INDEX TRUST C ACC
  • 3.95% INVESCO PERPETUAL EUROPEAN EQUITY INCOME NO TRAIL ACC