Fact sheet: Stan Life Inv MyFl Mgd III

Fund information

Fund name
Standard Life Investments MyFolio Managed III Ret Platform 1 Acc
Fund company manager
Standard Life Investments
Fund type
OIC
Fund manager
Jacqueline Lowe
since 22/09/2010
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 managed or operated within the Standard Life group of companies, the fund achieves 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. Typically the fund will take a balanced view on lower and higher risk assets.
Benchmark
No Specified Index
Investment style
Balanced,Total Return
Investment method
None

Performance snapshot

Quick stats

1 Year return

13.81 %

1 Year rank in sector

-

Sector

UT Volatility Managed

Yield

1.14

Fund size

£ 3.1 b

FE Risk score

43

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Holdings snapshot

  • Hedge
    17.4%
  • US Equities
    14.9%
  • Global Corporate Fixed Interest
    13.9%
  • UK Equities
    13.2%
  • UK Property
    7.6%

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund0.5 %5.32 %15.08 %23.52 %51.82 %
Sector0.48 %5.24 %15.83 %25.93 %51.54 %
Rank within sector / / / / /
Quartile th th th th th th

Calendar performance

YTD-20172016201520142013
Fund5.04 %7.63 %4.15 %7.17 %12.61 %
Sector5.08 %13.12 %1.54 %7.09 %9.44 %
Rank within sector / / / / /
Quartile th th th th th th

Risk statistics

Alpha0.44
Beta0.85
Sharpe0.65
Volatility5.57
Tracking error2.35
Information ratio-0.28
R-Squared0.84

Price movement

52 week high76.33
52 week low66.4
Current bid price0
Current offer price0
Current mid price75.84

Holdings by region

-

Holdings by sector

-

Holdings by asset type

  • 17.4% Hedge
  • 14.9% US Equities
  • 13.9% Global Corporate Fixed Interest
  • 13.2% UK Equities
  • 7.6% UK Property
  • 7.2% European Equities
  • 5.8% Global High Yield Fixed Interest
  • 5.7% Japanese Equities
  • 5.5% Global Index Linked
  • 3.9% Global Emerging Market Equities

Individual holdings

  • 14.47% STANDARD LIFE INVESTMENTS GLOBAL ABSOLUTE RETURN STRATEGIES INST
  • 7.81% STANDARD LIFE TM NORTH AMERICAN
  • 7.11% STANDARD LIFE INVESTMENTS UK REAL ESTATE ACCUMULATION FEEDER INSTITUTIONAL
  • 5.83% VANGUARD US EQUITY INDEX PLUS ACC GBP
  • 5.29% SLI SICAV Global High Yield
  • 5.09% STANDARD LIFE INVESTMENTS INVESTMENT GRADE CORPORATE BOND INST ACC
  • 4.07% STANDARD LIFE INVESTMENTS UK EQUITY INCOME UNCONSTRAINED INST ACC
  • 3.27% STANDARD LIFE INVESTMENTS EUROPEAN EQUITY INCOME INST ACC
  • 2.95% STANDARD LIFE INVESTMENTS GLOBAL INDEX LINKED BOND INST ACC
  • 2.92% STANDARD LIFE INVESTMENTS SHORT DURATION GLOBAL INDEX LINKED BOND INST S ACC