Fact sheet: Stan Life Inv UK Opps

Fund information

Fund name
Standard Life Investments UK Opportunities Ret Platform 1 Acc
Fund company manager
Standard Life Investments
Fund type
OIC
Fund manager
Harry Nimmo
since 16/10/2015
Fund objective
The Fund aims to provide long term growth by investing predominantly in the shares of small and medium sized companies listed on the UK stock market. The fund may also invest in larger UK 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
FTSE All Share Index (excluding FTSE 100 and Inv. Trusts)
Investment style
Growth
Investment method
Shares

Performance snapshot

Quick stats

1 Year return

29.92 %

1 Year rank in sector

10/273

Sector

UT UK All Companies

Yield

0.58

Fund size

£ 133.5 m

FE Risk score

98

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Holdings snapshot

  • UK
    97.8%
  • Money Market
    2.2%
  • Consumer Services
    28.3%
  • Industrials
    24.1%
  • Consumer Goods
    12.6%
  • Technology
    12%
  • Health Care
    9.8%
  • UK Equities
    97.8%
  • Money Market
    2.2%

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund0.48 %20.77 %29.92 %34.18 %104.33 %
Sector-0.95 %8.71 %19.1 %24.86 %74.44 %
Rank within sector23 / 2801 / 27810 / 27352 / 25940 / 243
Quartile th1 st1 st1 st1 st1 st

Calendar performance

YTD-20172016201520142013
Fund19.79 %2.41 %6.45 %-2.08 %39.22 %
Sector8.09 %11.16 %3.66 %0.59 %25.66 %
Rank within sector2 / 278248 / 27099 / 262220 / 25715 / 250
Quartile th1 st4 th2 nd4 th1 st

Risk statistics

Alpha0.7
Beta1.23
Sharpe0.48
Volatility14.26
Tracking error9.09
Information ratio0.22
R-Squared0.62

Price movement

52 week high107.7
52 week low68.2
Current bid price0
Current offer price0
Current mid price104.1

Holdings by region

  • 97.8% UK
  • 2.2% Money Market

Holdings by sector

  • 28.3% Consumer Services
  • 24.1% Industrials
  • 12.6% Consumer Goods
  • 12% Technology
  • 9.8% Health Care
  • 8.8% Financials
  • 2.2% Money Market
  • 1.3% Basic Materials
  • 0.9% Oil & Gas

Holdings by asset type

  • 97.8% UK Equities
  • 2.2% Money Market

Individual holdings

  • 4.4% NMC HEALTH PLC
  • 4.2% FIRST DERIVATIVES PLC
  • 4% FEVERTREE DRINKS PLC
  • 3.7% JD SPORTS FASHION PLC
  • 3.6% SANNE GROUP PLC
  • 3.5% CVS GROUP PLC
  • 3.5% HALMA
  • 3.4% JUST EAT PLC
  • 3.3% DECHRA PHARMACEUTICALS
  • 3.2% AUTO TRADER GROUP PLC