Fact sheet: Stan Life Inv MyFl Mgd V

Fund information

Fund name
Standard Life Investments MyFolio Managed V 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 have high exposure to 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

21.56 %

1 Year rank in sector

-

Sector

UT Volatility Managed

Yield

0.97

Fund size

£ 404.6 m

FE Risk score

64

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Holdings snapshot

  • US Equities
    23.45%
  • UK Equities
    22.8%
  • Hedge
    19.4%
  • European Equities
    10.65%
  • Japanese Equities
    8.05%

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund3.4 %8.84 %21.23 %34.14 %76.6 %
Sector2.38 %6.56 %17.79 %26.47 %51.37 %
Rank within sector / / / / /
Quartile th th th th th th

Calendar performance

YTD-20172016201520142013
Fund7.94 %10.67 %5.86 %7.95 %20.74 %
Sector5.75 %13.12 %1.54 %7.09 %9.44 %
Rank within sector / / / / /
Quartile th th th th th th

Risk statistics

Alpha0.18
Beta1.22
Sharpe0.78
Volatility7.96
Tracking error3.4
Information ratio0.52
R-Squared0.84

Price movement

52 week high87.18
52 week low70.85
Current bid price0
Current offer price0
Current mid price87.18

Holdings by region

-

Holdings by sector

-

Holdings by asset type

  • 23.45% US Equities
  • 22.8% UK Equities
  • 19.4% Hedge
  • 10.65% European Equities
  • 8.05% Japanese Equities
  • 6% Global Emerging Market Equities
  • 5% Asia Pacific Equities
  • 2.9% UK Property
  • 1% Money Market
  • 0.5% Global Emerging Market Fixed Interest

Individual holdings

  • 18.57% STANDARD LIFE INVESTMENTS GLOBAL ABSOLUTE RETURN STRATEGIES INST
  • 11.25% STANDARD LIFE TM NORTH AMERICAN
  • 7.73% VANGUARD US EQUITY INDEX PLUS ACC GBP
  • 7.66% STANDARD LIFE INVESTMENTS UK EQUITY INCOME UNCONSTRAINED INST ACC
  • 4.48% STANDARD LIFE INVESTMENTS AMERICAN EQUITY UNCONSTRAINED INST
  • 4.22% STANDARD LIFE INVESTMENTS EUROPEAN EQUITY INCOME INST ACC
  • 3.7% STANDARD LIFE INVESTMENTS GLOBAL EMERGING MARKETS EQUITY INCOME INST ACC
  • 3.68% STANDARD LIFE TM PACIFIC BASIN
  • 3.6% STANDARD LIFE INVESTMENTS JAPANESE EQUITY GROWTH INST ACC
  • 3.47% STANDARD LIFE INVESTMENTS UK SMALLER COMPANIES INST