Fact sheet: Stan Life Inv UK Eq Hi Al

Fund information

Fund name
Standard Life Investments UK Equity High Alpha Ret Platform 1 Acc
Fund company manager
Standard Life Investments
Fund type
OEIC
Fund manager
Euan Stirling
since 01/04/2001
Fund objective
The fund aims to provide a balance of long term growth with some income over the longer term by investing in a relatively concentrated portfolio of shares of companies listed on the UK stock market. The fund may also invest in UK smaller companies. The fund is actively managed by our investment team, who will select stocks to try to take advantage of opportunities they have identified.
Benchmark
IA UK All Companies Sector
Investment style
None
Investment method
Shares

Performance snapshot

Quick stats

1 Year return

13.46 %

1 Year rank in sector

71/272

Sector

UT UK All Companies

Yield

2.53

Fund size

£ 223.3 m

FE Risk score

113

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Holdings snapshot

  • UK
    95.6%
  • Money Market
    4.4%
  • Consumer Services
    24.3%
  • Financials
    14.8%
  • Consumer Goods
    13.4%
  • Basic Materials
    12.3%
  • Industrials
    11.4%
  • UK Equities
    95.6%
  • Money Market
    4.4%

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund0.45 %1.93 %13.46 %21.31 %75.6 %
Sector-0.35 %2.48 %11.58 %22.81 %61.39 %
Rank within sector35 / 280114 / 27871 / 272141 / 25572 / 243
Quartile th1 st2 nd2 nd3 rd2 nd

Calendar performance

YTD-20172016201520142013
Fund7.57 %4.62 %8.92 %1.47 %29.89 %
Sector7.99 %11.16 %3.66 %0.59 %25.66 %
Rank within sector107 / 276226 / 26673 / 259101 / 25382 / 246
Quartile th2 nd4 th2 nd2 nd2 nd

Risk statistics

Alpha-3.29
Beta1.33
Sharpe0.22
Volatility14.19
Tracking error8.09
Information ratio-0.16
R-Squared0.73

Price movement

52 week high97.96
52 week low81.27
Current bid price0
Current offer price0
Current mid price96.44

Holdings by region

  • 95.6% UK
  • 4.4% Money Market

Holdings by sector

  • 24.3% Consumer Services
  • 14.8% Financials
  • 13.4% Consumer Goods
  • 12.3% Basic Materials
  • 11.4% Industrials
  • 9.2% Oil & Gas
  • 6.8% Health Care
  • 4.4% Money Market
  • 1.9% Telecommunications
  • 1.5% Utilities

Holdings by asset type

  • 95.6% UK Equities
  • 4.4% Money Market

Individual holdings

  • 4.9% GVC HLDGS PLC
  • 4.8% SUPER GROUP LTD
  • 4.3% CREST NICHOLSON HLDGS PLC
  • 4.1% SHIRE PLC
  • 3.8% BP
  • 3.6% JOHNSON MATTHEY
  • 3.1% GLENCORE PLC
  • 3% RIO TINTO
  • 2.9% ALDERMORE GROUP PLC
  • 2.9% DIXONS CARPHONE PLC