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
OIC
Fund manager
David Cumming
since 06/03/2009
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

Quick stats

1 Year return

28.33 %

1 Year rank in sector

16/273

Sector

UT UK All Companies

Yield

1.01

Fund size

£ 41.9 m

FE Risk score

154

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Holdings snapshot

  • UK
    96.3%
  • Money Market
    3.7%
  • Financials
    27.4%
  • Consumer Services
    22.2%
  • Basic Materials
    17.3%
  • Oil & Gas
    14.7%
  • Industrials
    13.1%
  • UK Equities
    96.3%
  • Money Market
    3.7%

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund-6.42 %-0.34 %28.33 %34.83 %134.46 %
Sector-0.61 %9.29 %21.33 %24.63 %74.67 %
Rank within sector279 / 280276 / 27816 / 27347 / 2597 / 243
Quartile th4 th4 th1 st1 st1 st

Calendar performance

YTD-20172016201520142013
Fund-0.26 %51.5 %-6.6 %-2.99 %31.16 %
Sector8.23 %11.16 %3.66 %0.59 %25.66 %
Rank within sector276 / 2781 / 270257 / 262230 / 25768 / 250
Quartile th4 th1 st4 th4 th2 nd

Risk statistics

Alpha-0.6
Beta1.6
Sharpe0.36
Volatility20.75
Tracking error15.6
Information ratio0.17
R-Squared0.49

Price movement

52 week high126.7
52 week low78.85
Current bid price0
Current offer price0
Current mid price116.6

Holdings by region

  • 96.3% UK
  • 3.7% Money Market

Holdings by sector

  • 27.4% Financials
  • 22.2% Consumer Services
  • 17.3% Basic Materials
  • 14.7% Oil & Gas
  • 13.1% Industrials
  • 3.7% Money Market
  • 1.6% Consumer Goods

Holdings by asset type

  • 96.3% UK Equities
  • 3.7% Money Market

Individual holdings

  • 4.6% GLENCORE PLC
  • 4.5% ANGLO AMERICAN
  • 4.4% STANDARD CHARTERED
  • 4.1% AVIVA PLC
  • 3.9% BARCLAYS PLC
  • 3.8% ENTERPRISE SPA
  • 3.5% TRINITY MIRROR ORD GBP0.1
  • 3.4% VIRGIN MONEY
  • 3.3% PPHE HOTEL GROUP LTD
  • 3.2% THOMAS COOK GROUP PLC