Fact sheet: Stan Life Inv UK Equ Gth

Fund information

Fund name
Standard Life Investments UK Equity Growth Ret Platform 1 Acc
Fund company manager
Standard Life Investments
Fund type
OEIC
Fund manager(s)
Iain Pyle
since 10/07/2017
Fund objective
The fund aims to provide long term growth by investing in a concentrated portfolio of shares of companies listed on the UK stock market. 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
Growth
Investment method
Shares

Performance snapshot

Sector
Fund
Sector
Fund
Sector
Fund

Quick stats

1 Year return

13.47 %

1 Year rank in sector

169/274

Sector

UT UK All Companies

Yield

2.6

Fund size

£ 236.2 m

FE Risk score

95

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Holdings snapshot

  • UK
    98.8%
  • Money Market
    1.2%
  • Financials
    21.1%
  • Consumer Goods
    16.7%
  • Oil & Gas
    14.3%
  • Health Care
    10.9%
  • Consumer Services
    10.6%
  • UK Equities
    98.8%
  • Money Market
    1.2%

Performance vs. Sector

Sector
Fund
Sector
Fund
Sector
Fund

Cumulative performance

1m6m1y3y5y
Fund-2.99 %2 %13.47 %20.25 %55.39 %
Sector-1.9 %1.25 %15.2 %27.87 %67.99 %
Rank within sector258 / 28081 / 277169 / 274220 / 258205 / 245
Quartile th4 th2 nd3 rd4 th4 th

Calendar performance

YTD-20172016201520142013
Fund8.25 %5.29 %5.63 %-3.2 %25.73 %
Sector9.84 %11.16 %3.66 %0.59 %25.66 %
Rank within sector162 / 275218 / 265113 / 258229 / 252129 / 245
Quartile th3 rd4 th2 nd4 th3 rd

Risk statistics

Alpha-3.53
Beta1.19
Sharpe0.38
Volatility11.68
Tracking error5.18
Information ratio-0.37
R-Squared0.83

Price movement

52 week high82.3
52 week low69.37
Current bid price0
Current offer price0
Current mid price79.5

Holdings by region

  • 98.8% UK
  • 1.2% Money Market

Holdings by sector

  • 21.1% Financials
  • 16.7% Consumer Goods
  • 14.3% Oil & Gas
  • 10.9% Health Care
  • 10.6% Consumer Services
  • 10.3% Basic Materials
  • 9.3% Industrials
  • 2.9% Telecommunications
  • 1.6% Utilities
  • 1.2% Money Market

Holdings by asset type

  • 98.8% UK Equities
  • 1.2% Money Market

Individual holdings

  • 6.6% ROYAL DUTCH SHELL
  • 6.3% HSBC HOLDINGS PLC
  • 5.4% BP PLC
  • 5.1% BRITISH AMERICAN TOBACCO PLC
  • 3.4% PRUDENTIAL PLC
  • 2.9% VODAFONE GROUP
  • 2.7% RIO TINTO PLC
  • 2.4% ANGLO AMERICAN
  • 2.4% GLAXOSMITHKLINE PLC
  • 2.4% RECKITT BENCKISER GROUP PLC