Fact sheet: Stan Life Inv MyFl Mkt IV

Fund information

Fund name
Standard Life Investments MyFolio Market IV Ret Platform 1 Acc
Fund company manager
Standard Life Investments
Fund type
OIC
Fund manager
Jacqueline Lowe
since 09/09/2010
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 to achieve a broad exposure to diversified investments, including equities, fixed and variable rate interest bearing securities and immoveable property. Exposure to equities and fixed and variable interest bearing securities is achieved by investing mainly in passively managed collective investment schemes. Exposure to immoveable property is achieved by investing mainly in actively managed collective investment schemes. The fund may also invest in transferable securities, money market instruments, deposits and cash. Typically, the fund will have a preference to those assets providing potential for growth, such as equities.
Benchmark
No Specified Index
Investment style
Aggressive,Total Return
Investment method
None

Performance snapshot

Quick stats

1 Year return

22.94 %

1 Year rank in sector

-

Sector

UT Volatility Managed

Yield

1.76

Fund size

£ 446.0 m

FE Risk score

69

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Holdings snapshot

  • UK Equities
    24.75%
  • US Equities
    23.6%
  • European Equities
    10.15%
  • UK Property
    9.2%
  • Japanese Equities
    8.05%

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund1.78 %8.76 %22.94 %34.03 %71.23 %
Sector1.34 %6.89 %16.73 %26.08 %52.13 %
Rank within sector / / / / /
Quartile th th th th th th

Calendar performance

YTD-20172016201520142013
Fund5.23 %17.88 %2.36 %7.17 %15.11 %
Sector4.3 %13.12 %1.54 %7.09 %9.44 %
Rank within sector / / / / /
Quartile th th th th th th

Risk statistics

Alpha-0.78
Beta1.37
Sharpe0.76
Volatility8.37
Tracking error2.78
Information ratio0.69
R-Squared0.96

Price movement

52 week high82.92
52 week low67.62
Current bid price0
Current offer price0
Current mid price82.91

Holdings by region

-

Holdings by sector

-

Holdings by asset type

  • 24.75% UK Equities
  • 23.6% US Equities
  • 10.15% European Equities
  • 9.2% UK Property
  • 8.05% Japanese Equities
  • 6% Global Emerging Market Equities
  • 5% Asia Pacific Equities
  • 4.75% Global Corporate Fixed Interest
  • 4.5% Global High Yield Fixed Interest
  • 2% Global Index Linked

Individual holdings

  • 11.06% VANGUARD FTSE U.K. ALL SHARE INDEX INST PLUS ACC GBP
  • 10.92% VANGUARD US EQUITY INDEX PLUS ACC GBP
  • 10.46% BLACKROCK CONTINENTAL EUROPEAN EQUITY TRACKER L
  • 8.34% L&G US INDEX TRUST C ACC
  • 7.89% BLACKROCK JAPAN EQUITY TRACKER L
  • 7.24% BLACKROCK UK EQUITY TRACKER L ACC
  • 6.26% L&G UK INDEX TRUST C ACC
  • 5.75% STANDARD LIFE INVESTMENTS UK REAL ESTATE INST ACC
  • 5.7% VANGUARD EMERGING MARKETS STOCK INDEX INST PLUS ACC GBP
  • 4.95% BLACKROCK PACIFIC EX JAPAN EQUITY TRACKER L