Fact sheet: Stan Life Wealth Bridge

Fund information

Fund name
Stan Life Wealth Bridge Inc
Fund company manager
Standard Life Wealth
Fund type
SIB
Fund manager(s)
Ben Ward
since 18/10/1999
Fund objective
The objective of the fund is to achieve capital growth together with an element of income through investment primarily in international equities and fixed interest securities. Although this fund will normally be invested in securities, the Investment Manager may elect to hold cash or near cash from time to time. There will be no limits on the proportion of the class fund invested in bonds or equities or in any one geographic region. The value of investments within the fund can fall as well as rise and is not guaranteed - you may get back less than you pay in. The fund may use derivatives for the purposes of efficient portfolio management, reduction of risk or to meet its investment objective if this is permitted and appropriate. The sterling value of overseas assets held in the fund may rise and fall as a result of exchange rate fluctuations.
Benchmark
-
Investment style
Aggressive
Investment method
None

Performance snapshot

Sector
Fund
Sector
Fund
Sector
Fund

Quick stats

1 Year return

5.74 %

1 Year rank in sector

82/89

Sector

FO Mixed Asset - Aggressive

Yield

1.93

Fund size

£ 30.3 m

FE Risk score

79

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Holdings snapshot

  • UK
    43.5%
  • North America
    31.6%
  • Europe ex UK
    11.5%
  • Pacific Basin
    6.1%
  • Money Market
    2.6%
  • UK Equities
    31.8%
  • North American Equities
    31.6%
  • UK Fixed Interest
    11.7%
  • Europe ex UK Equities
    11.5%
  • Asia Pacific Equities
    6.1%

Performance vs. Sector

Sector
Fund
Sector
Fund
Sector
Fund

Cumulative performance

1m6m1y3y5y
Fund-0.52 %0.17 %5.74 %22.85 %40.89 %
Sector2.67 %6.22 %12.56 %22.02 %38.06 %
Rank within sector90 / 9290 / 9182 / 8943 / 7233 / 57
Quartile th4 th4 th4 th3 rd3 rd

Calendar performance

YTD-20182017201620152014
Fund-0.74 %7 %9.65 %4.48 %3.91 %
Sector2.03 %11.68 %6.77 %0 %4.64 %
Rank within sector91 / 9174 / 8829 / 7710 / 7242 / 63
Quartile th4 th4 th2 nd1 st3 rd

Risk statistics

Alpha1.51
Beta0.92
Sharpe0.43
Volatility8.16
Tracking error4.65
Information ratio0.2
R-Squared0.68

Price movement

52 week high1.9399
52 week low1.7826
Current bid price0
Current offer price0
Current mid price1.8964

Holdings by region

  • 43.5% UK
  • 31.6% North America
  • 11.5% Europe ex UK
  • 6.1% Pacific Basin
  • 2.6% Money Market
  • 2.5% Japan
  • 2.2% International

Holdings by sector

-

Holdings by asset type

  • 31.8% UK Equities
  • 31.6% North American Equities
  • 11.7% UK Fixed Interest
  • 11.5% Europe ex UK Equities
  • 6.1% Asia Pacific Equities
  • 2.6% Money Market
  • 2.5% Japanese Equities
  • 2.2% Global Fixed Interest

Individual holdings

  • 2.2% UK (GOVT OF) 1.5% 2047
  • 2.1% CITIGROUP INC
  • 2% FIRST REPUBLIC BANK SAN FRANCISCO
  • 2% HSBC HLDGS
  • 1.9% UK TREASURY 3.25 22/01/44 (GBP)
  • 1.8% PRUDENTIAL PLC
  • 1.8% ROCHE HLDG AG
  • 1.7% AVIVA
  • 1.7% BP PLC
  • 1.7% RIO TINTO