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
OIC
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
Investment style
None
Investment method
Shares

Performance snapshot

Quick stats

1 Year return

14.61 %

1 Year rank in sector

244/269

Sector

UT UK All Companies

Yield

2.77

Fund size

£ 222.7 m

FE Risk score

118

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Holdings snapshot

  • UK
    98.4%
  • Money Market
    1.6%
  • Consumer Services
    26.5%
  • Industrials
    16.3%
  • Basic Materials
    15.1%
  • Financials
    10.4%
  • Consumer Goods
    9.8%
  • UK Equities
    98.4%
  • Money Market
    1.6%

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund2.33 %15.12 %14.61 %21.27 %105.21 %
Sector3.4 %14.53 %21.5 %24.81 %80.66 %
Rank within sector234 / 27794 / 274244 / 269183 / 25553 / 241
Quartile th4 th2 nd4 th3 rd1 st

Calendar performance

YTD-20172016201520142013
Fund8.31 %4.62 %8.92 %1.47 %29.89 %
Sector9.57 %11.16 %3.66 %0.59 %25.66 %
Rank within sector181 / 275226 / 26772 / 258101 / 25383 / 246
Quartile th3 rd4 th2 nd2 nd2 nd

Risk statistics

Alpha-3.1
Beta1.34
Sharpe0.19
Volatility13.96
Tracking error7.86
Information ratio-0.15
R-Squared0.74

Price movement

52 week high97.31
52 week low69.73
Current bid price0
Current offer price0
Current mid price97.1

Holdings by region

  • 98.4% UK
  • 1.6% Money Market

Holdings by sector

  • 26.5% Consumer Services
  • 16.3% Industrials
  • 15.1% Basic Materials
  • 10.4% Financials
  • 9.8% Consumer Goods
  • 7.8% Health Care
  • 6.4% Oil & Gas
  • 3.5% Telecommunications
  • 2.6% Technology
  • 1.6% Money Market

Holdings by asset type

  • 98.4% UK Equities
  • 1.6% Money Market

Individual holdings

  • 4.9% SUPER GROUP LTD
  • 4.3% SHIRE PLC
  • 3.9% GLENCORE PLC
  • 3.8% GVC HLDGS PLC
  • 3.7% JOHNSON MATTHEY
  • 3.6% DIXONS CARPHONE PLC
  • 3.4% ANGLO AMERICAN
  • 3.4% GLAXOSMITHKLINE
  • 3.3% RPC GROUP
  • 3.2% RIO TINTO