Fact sheet: Stan Life Inv UK Sm Cos

Fund information

Fund name
Standard Life Investments UK Smaller Companies Ret Platform 1 Acc
Fund company manager
Standard Life Investments
Fund type
OIC
Fund manager
Harry Nimmo
since 06/01/1997
Fund objective
The fund aims to provide long term growth by investing mainly in the shares of smaller 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 Smaller Companies
Investment style
Growth
Investment method
Shares

Performance snapshot

Quick stats

1 Year return

24.74 %

1 Year rank in sector

35/49

Sector

UT UK Smaller Companies

Yield

0.86

Fund size

£ 1.3 b

FE Risk score

88

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Holdings snapshot

  • UK
    98.3%
  • Money Market
    1.7%
  • Industrials
    24.8%
  • Consumer Services
    19.3%
  • Consumer Goods
    12.9%
  • Financials
    12.9%
  • Technology
    12.1%
  • UK Equities
    98.3%
  • Money Market
    1.7%

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund4.98 %24.33 %24.74 %59.23 %131.49 %
Sector3.96 %21.53 %26.84 %40.79 %122.65 %
Rank within sector11 / 4914 / 4935 / 4911 / 4728 / 45
Quartile th1 st2 nd3 rd1 st3 rd

Calendar performance

YTD-20172016201520142013
Fund19.17 %3.82 %29.06 %-7.9 %38.72 %
Sector16.42 %7.69 %14.16 %-1.95 %37.45 %
Rank within sector9 / 4940 / 482 / 4844 / 4724 / 46
Quartile th1 st4 th1 st4 th3 rd

Risk statistics

Alpha2.73
Beta1.06
Sharpe0.9
Volatility11.79
Tracking error4.03
Information ratio0.79
R-Squared0.88

Price movement

52 week high113.8
52 week low78.34
Current bid price0
Current offer price0
Current mid price113.8

Holdings by region

  • 98.3% UK
  • 1.7% Money Market

Holdings by sector

  • 24.8% Industrials
  • 19.3% Consumer Services
  • 12.9% Consumer Goods
  • 12.9% Financials
  • 12.1% Technology
  • 10.8% Health Care
  • 5.5% Telecommunications
  • 1.7% Money Market

Holdings by asset type

  • 98.3% UK Equities
  • 1.7% Money Market

Individual holdings

  • 4.7% SANNE GROUP PLC
  • 4.3% FIRST DERIVATIVES PLC
  • 4.2% JD SPORTS FASHION PLC
  • 4.1% DECHRA PHARMACEUTICALS
  • 4% NMC HEALTH PLC
  • 3.7% CRANSWICK
  • 3.7% TED BAKER
  • 3.2% CVS GROUP PLC
  • 3.2% TELECOM PLUS
  • 2.9% FEVERTREE DRINKS PLC