Fact sheet: Stan Life Inv UK Eq Recvry

Fund information

Fund name
Standard Life Investments UK Equity Recovery Ret Platform 1 Acc
Fund company manager
Standard Life Investments
Fund type
OEIC
Fund manager(s)
Andrew Hunt
since 14/03/2017
Fund objective
The fund aims to provide long term capital growth by investing in UK equities. The fund is primarily invested in 'recovery' shares listed on the UK stock market and these will generally be companies of a large and medium size. The fund is actively managed by our investment team who will select stocks to try to take advantage of the opportunities they have identified.
Benchmark
IA UK All Companies
Investment style
Growth
Investment method
Shares

Performance snapshot

Sector
Fund
Sector
Fund
Sector
Fund

Quick stats

1 Year return

25.9 %

1 Year rank in sector

16/272

Sector

UT UK All Companies

Yield

0.95

Fund size

£ 42.3 m

FE Risk score

148

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Holdings snapshot

  • UK
    98.7%
  • Money Market
    1.3%
  • Financials
    24.4%
  • Oil & Gas
    18.9%
  • Basic Materials
    18.8%
  • Consumer Services
    18.8%
  • Industrials
    17.1%
  • UK Equities
    98.7%
  • Money Market
    1.3%

Performance vs. Sector

Sector
Fund
Sector
Fund
Sector
Fund

Cumulative performance

1m6m1y3y5y
Fund2.86 %6.07 %25.9 %70.2 %117.02 %
Sector3.28 %6.99 %14.25 %38.35 %64.85 %
Rank within sector203 / 279193 / 27716 / 2727 / 25512 / 242
Quartile th3 rd3 rd1 st1 st1 st

Calendar performance

YTD-20172016201520142013
Fund10.61 %51.5 %-6.6 %-2.99 %31.16 %
Sector11.56 %11.16 %3.66 %0.59 %25.66 %
Rank within sector131 / 2751 / 265253 / 258226 / 25267 / 245
Quartile th2 nd1 st4 th4 th2 nd

Risk statistics

Alpha2.05
Beta1.62
Sharpe0.58
Volatility20.72
Tracking error15.7
Information ratio0.39
R-Squared0.49

Price movement

52 week high130.7
52 week low102.7
Current bid price0
Current offer price0
Current mid price129.3

Holdings by region

  • 98.7% UK
  • 1.3% Money Market

Holdings by sector

  • 24.4% Financials
  • 18.9% Oil & Gas
  • 18.8% Basic Materials
  • 18.8% Consumer Services
  • 17.1% Industrials
  • 1.3% Money Market
  • 0.7% Consumer Goods

Holdings by asset type

  • 98.7% UK Equities
  • 1.3% Money Market

Individual holdings

  • 4.7% ANGLO AMERICAN
  • 3.7% STANDARD CHARTERED
  • 3.7% THOMAS COOK GROUP PLC
  • 3.4% VIRGIN MONEY HLDGS (UK) PLC
  • 3.3% GULF MARINE SERVICES PLC
  • 3.1% ENTERPRISE SPA
  • 3.1% INTERNATIONAL PERSONAL FINANCE PLC
  • 3% PETROFAC
  • 3% PLUS500 LTD
  • 3% VEDANTA RESOURCES