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
OEIC
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

11.01 %

1 Year rank in sector

-

Sector

UT Volatility Managed

Yield

1.72

Fund size

£ 483.0 m

FE Risk score

68

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Holdings snapshot

  • UK
    38.35%
  • USA
    27.21%
  • Europe ex UK
    12.48%
  • Japan
    8.32%
  • Asia Pacific ex Japan
    6.15%
  • UK Equities
    24.75%
  • US Equities
    23.1%
  • European Equities
    11.4%
  • UK Property
    8.95%
  • Japanese Equities
    8.3%

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund-0.82 %0.92 %11.01 %30 %59.98 %
Sector-0.8 %1.12 %7.41 %22.56 %43.69 %
Rank within sector / / / / /
Quartile th th th th th th

Calendar performance

YTD-20172016201520142013
Fund5.93 %17.88 %2.36 %7.17 %15.11 %
Sector4.56 %13.12 %1.54 %7.09 %9.44 %
Rank within sector / / / / /
Quartile th th th th th th

Risk statistics

Alpha-0.48
Beta1.37
Sharpe0.75
Volatility8.38
Tracking error2.78
Information ratio0.76
R-Squared0.96

Price movement

52 week high85.2
52 week low75.13
Current bid price0
Current offer price0
Current mid price83.46

Holdings by region

  • 38.35% UK
  • 27.21% USA
  • 12.48% Europe ex UK
  • 8.32% Japan
  • 6.15% Asia Pacific ex Japan
  • 1.68% China
  • 1.59% International
  • 1% Money Market
  • 0.96% Korea
  • 0.72% Taiwan

Holdings by sector

-

Holdings by asset type

  • 24.75% UK Equities
  • 23.1% US Equities
  • 11.4% European Equities
  • 8.95% UK Property
  • 8.3% Japanese Equities
  • 6% Asia Pacific Equities
  • 6% Global Emerging Market Equities
  • 4.5% Global Corporate Fixed Interest
  • 4.5% Global High Yield Fixed Interest
  • 1% Money Market

Individual holdings

  • 11.38% BLACKROCK CONTINENTAL EUROPEAN EQUITY INDEX (UK) L ACC
  • 11.16% VANGUARD FTSE U.K. ALL SHARE INDEX INST PLUS ACC GBP
  • 10.84% VANGUARD US EQUITY INDEX PLUS ACC GBP
  • 8.31% L&G US INDEX TRUST C ACC
  • 8.11% BLACKROCK JAPAN EQUITY INDEX (UK) L ACC
  • 6.94% BLACKROCK UK EQUITY INDEX (UK) L ACC
  • 6.46% L&G UK INDEX TRUST C ACC
  • 6.15% BLACKROCK PACIFIC EX JAPAN EQUITY INDEX (UK) L ACC
  • 6.09% VANGUARD EMERGING MARKETS STOCK INDEX INST PLUS ACC GBP
  • 5.43% STANDARD LIFE INVESTMENTS UK REAL ESTATE INST ACC