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(s)
Henry Flockhart
since 01/01/2013
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

Sector
Fund
Sector
Fund
Sector
Fund

Quick stats

1 Year return

17.65 %

1 Year rank in sector

48/274

Sector

UT UK All Companies

Yield

3

Fund size

£ 249.1 m

FE Risk score

114

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Holdings snapshot

  • UK
    95.7%
  • Money Market
    4.3%
  • Consumer Services
    24.6%
  • Financials
    23.9%
  • Basic Materials
    12.5%
  • Oil & Gas
    9.2%
  • Consumer Goods
    8.9%
  • UK Equities
    95.7%
  • Money Market
    4.3%

Performance vs. Sector

Sector
Fund
Sector
Fund
Sector
Fund

Cumulative performance

1m6m1y3y5y
Fund5.06 %15.79 %17.65 %39.66 %74.48 %
Sector3.96 %6.93 %12.83 %33.85 %62.05 %
Rank within sector34 / 2787 / 27648 / 27474 / 25677 / 243
Quartile th1 st1 st1 st2 nd2 nd

Calendar performance

YTD-20182017201620152014
Fund1.7 %18.35 %4.62 %8.92 %1.47 %
Sector1.23 %13.78 %11.16 %3.66 %0.59 %
Rank within sector67 / 27849 / 273223 / 26373 / 256100 / 250
Quartile th1 st1 st4 th2 nd2 nd

Risk statistics

Alpha-2.3
Beta1.36
Sharpe0.49
Volatility14.35
Tracking error8.34
Information ratio0.07
R-Squared0.73

Price movement

52 week high108.2
52 week low89.35
Current bid price0
Current offer price0
Current mid price107.9

Holdings by region

  • 95.7% UK
  • 4.3% Money Market

Holdings by sector

  • 24.6% Consumer Services
  • 23.9% Financials
  • 12.5% Basic Materials
  • 9.2% Oil & Gas
  • 8.9% Consumer Goods
  • 7.1% Industrials
  • 5.6% Health Care
  • 4.3% Money Market
  • 2.5% Telecommunications
  • 1.4% Utilities

Holdings by asset type

  • 95.7% UK Equities
  • 4.3% Money Market

Individual holdings

  • 4.4% SHIRE PLC
  • 4% RIO TINTO PLC
  • 3.8% ONESAVINGS BANK PLC
  • 3.7% LADBROKES PLC
  • 3.6% ALDERMORE GROUP PLC
  • 3.6% DIXONS CARPHONE PLC
  • 3.6% ROYAL DUTCH SHELL
  • 3.5% CREST NICHOLSON HLDGS PLC
  • 3.4% PRUDENTIAL PLC
  • 3.2% GLENCORE INTERNATIONAL