Fact sheet: Stan Life Inv UKEqUncns

Fund information

Fund name
Standard Life Investments UK Equity Unconstrained Ret Platform 1 Acc
Fund company manager
Standard Life Investments
Fund type
OIC
Fund manager
Wesley McCoy
since 23/06/2015
Fund objective
The fund aims to provide long term growth by investing in UK equities. The fund typically holds a concentrated portfolio of stocks and is actively managed by our investment team, who will select stocks, without reference to index weight or size, to try to take advantage of opportunities they have identified. Due to the unconstrained nature of the fund investors must be willing to accept a relatively high degree of stock specific risk.
Benchmark
IA UK All Companies
Investment style
Growth
Investment method
Shares

Performance snapshot

Quick stats

1 Year return

10.46 %

1 Year rank in sector

268/273

Sector

UT UK All Companies

Yield

1.79

Fund size

£ 699.8 m

FE Risk score

123

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Holdings snapshot

  • UK
    99.2%
  • Money Market
    0.8%
  • Consumer Goods
    22.1%
  • Industrials
    22%
  • Consumer Services
    18.5%
  • Financials
    14.3%
  • Basic Materials
    9.7%
  • UK Equities
    99.2%
  • Money Market
    0.8%

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund-0.85 %6.04 %10.46 %9.78 %106.76 %
Sector-0.61 %9.29 %21.33 %24.63 %74.67 %
Rank within sector174 / 280237 / 278268 / 273257 / 25935 / 243
Quartile th3 rd4 th4 th4 th1 st

Calendar performance

YTD-20172016201520142013
Fund4.58 %-2.62 %9.01 %0.45 %44.47 %
Sector8.23 %11.16 %3.66 %0.59 %25.66 %
Rank within sector246 / 278265 / 27068 / 262151 / 2577 / 250
Quartile th4 th4 th2 nd3 rd1 st

Risk statistics

Alpha-7.09
Beta1.36
Sharpe-0
Volatility15.07
Tracking error9.25
Information ratio-0.53
R-Squared0.68

Price movement

52 week high108.1
52 week low78.87
Current bid price0
Current offer price0
Current mid price105.1

Holdings by region

  • 99.2% UK
  • 0.8% Money Market

Holdings by sector

  • 22.1% Consumer Goods
  • 22% Industrials
  • 18.5% Consumer Services
  • 14.3% Financials
  • 9.7% Basic Materials
  • 5.7% Health Care
  • 2.9% Telecommunications
  • 2.1% Oil & Gas
  • 1.9% Technology
  • 0.8% Money Market

Holdings by asset type

  • 99.2% UK Equities
  • 0.8% Money Market

Individual holdings

  • 5.4% REDROW
  • 5.2% CREST NICHOLSON HLDGS PLC
  • 4.7% BELLWAY
  • 4.4% SMITH(DS)
  • 4.1% BODYCOTE PLC
  • 4.1% SUPER GROUP LTD
  • 3.8% GLENCORE PLC
  • 3.6% ANGLO AMERICAN
  • 3.4% KELLER GROUP
  • 3.3% PRUDENTIAL PLC