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
OIC
Fund manager
Karen Robertson
since 01/05/2004
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

Quick stats

1 Year return

15.42 %

1 Year rank in sector

237/273

Sector

UT UK All Companies

Yield

2.78

Fund size

£ 232.5 m

FE Risk score

100

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Holdings snapshot

  • UK
    98.5%
  • Money Market
    1.5%
  • Financials
    22.4%
  • Consumer Services
    16.2%
  • Consumer Goods
    16%
  • Oil & Gas
    10.5%
  • Basic Materials
    9.6%
  • UK Equities
    98.5%
  • Money Market
    1.5%

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund-2.42 %5.8 %24.29 %15.73 %62.41 %
Sector-1.2 %8.87 %28.52 %25.83 %76.63 %
Rank within sector252 / 280235 / 278237 / 273243 / 259206 / 243
Quartile th4 th4 th4 th4 th4 th

Calendar performance

YTD-20172016201520142013
Fund4.79 %5.29 %5.63 %-3.2 %25.73 %
Sector8.25 %11.16 %3.66 %0.59 %25.66 %
Rank within sector246 / 278223 / 270113 / 262233 / 257132 / 250
Quartile th4 th4 th2 nd4 th3 rd

Risk statistics

Alpha-4.25
Beta1.17
Sharpe0.11
Volatility11.73
Tracking error5.14
Information ratio-0.6
R-Squared0.83

Price movement

52 week high78.97
52 week low58.06
Current bid price0
Current offer price0
Current mid price76.96

Holdings by region

  • 98.5% UK
  • 1.5% Money Market

Holdings by sector

  • 22.4% Financials
  • 16.2% Consumer Services
  • 16% Consumer Goods
  • 10.5% Oil & Gas
  • 9.6% Basic Materials
  • 8% Industrials
  • 7.4% Health Care
  • 4.4% Telecommunications
  • 2.5% Utilities
  • 1.5% Money Market

Holdings by asset type

  • 98.5% UK Equities
  • 1.5% Money Market

Individual holdings

  • 5.8% HSBC HLDGS
  • 5.4% ROYAL DUTCH SHELL
  • 4.7% BRITISH AMERICAN TOBACCO
  • 4.2% BP
  • 3.3% GLENCORE PLC
  • 3.3% VODAFONE GROUP
  • 2.7% PRUDENTIAL PLC
  • 2.4% RIO TINTO
  • 2.3% ASTRAZENECA PLC
  • 2.2% AVIVA