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
OEIC
Fund manager(s)
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. Past performance is not a guide to future returns and future returns are not guaranteed. The price of assets and the income from them may go down as well as up and cannot be guaranteed; an investor may receive back less than their original investment. The fund may use derivatives to reduce risk or cost, or to generate additional capital or income at low risk. Usage of derivatives is monitored to ensure that the fund is not exposed to excessive or unintended risks. The value of assets held within the fund may rise and fall as a result of exchange rate fluctuations.
Benchmark
IA UK All Companies
Investment style
Growth
Investment method
Shares

Performance snapshot

Sector
Fund
Sector
Fund
Sector
Fund

Quick stats

1 Year return

24.29 %

1 Year rank in sector

24/272

Sector

UT UK All Companies

Yield

1.7

Fund size

£ 661.8 m

FE Risk score

122

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Holdings snapshot

  • UK
    99.6%
  • Money Market
    0.4%
  • Industrials
    24.5%
  • Consumer Goods
    19.9%
  • Consumer Services
    19.7%
  • Financials
    14%
  • Basic Materials
    11.5%
  • UK Equities
    99.6%
  • Money Market
    0.4%

Performance vs. Sector

Sector
Fund
Sector
Fund
Sector
Fund

Cumulative performance

1m6m1y3y5y
Fund6.95 %13.07 %24.29 %38.66 %96.71 %
Sector4.17 %5.95 %14.94 %38.64 %65.72 %
Rank within sector2 / 2799 / 27724 / 272119 / 25538 / 242
Quartile th1 st1 st1 st2 nd1 st

Calendar performance

YTD-20172016201520142013
Fund17.91 %-2.62 %9.01 %0.45 %44.47 %
Sector11.79 %11.16 %3.66 %0.59 %25.66 %
Rank within sector32 / 275260 / 26569 / 258148 / 2527 / 245
Quartile th1 st4 th2 nd3 rd1 st

Risk statistics

Alpha-3.43
Beta1.34
Sharpe0.28
Volatility14.93
Tracking error9.56
Information ratio-0.12
R-Squared0.64

Price movement

52 week high118.9
52 week low92.19
Current bid price0
Current offer price0
Current mid price118.5

Holdings by region

  • 99.6% UK
  • 0.4% Money Market

Holdings by sector

  • 24.5% Industrials
  • 19.9% Consumer Goods
  • 19.7% Consumer Services
  • 14% Financials
  • 11.5% Basic Materials
  • 3.8% Health Care
  • 3.1% Oil & Gas
  • 3.1% Technology
  • 0.4% Money Market

Holdings by asset type

  • 99.6% UK Equities
  • 0.4% Money Market

Individual holdings

  • 5% REDROW
  • 4.7% BELLWAY
  • 4.6% BODYCOTE PLC
  • 4.3% SUPER GROUP LTD
  • 4.1% CREST NICHOLSON HLDGS PLC
  • 3.5% LADBROKES CORAL GROUP PLC
  • 3.4% ANGLO AMERICAN
  • 3.4% PRUDENTIAL PLC
  • 3.2% KELLER GROUP
  • 3.1% SMITH(DS)