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
Ben Ward
since 18/10/1999
Fund objective
This class fund aims to provide investors with capital growth together with an element of income.
Benchmark
-
Investment style
Aggressive
Investment method
None

Performance snapshot

Quick stats

1 Year return

6.02 %

1 Year rank in sector

74/86

Sector

FO Mixed Asset - Aggressive

Yield

1.78

Fund size

£ 29.3 m

FE Risk score

79

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Fund name3 years
SEI Aggr41.27%
HSBC Pfl Wld Seltn 537.44%
SEI Growth35.52%
FstEgleAmunIntl35.11%
Capital Group GAIGrL30.74%

Holdings snapshot

  • UK
    42.2%
  • North America
    32.5%
  • Europe ex UK
    11.4%
  • Pacific Basin
    5.5%
  • Money Market
    3.5%
  • North American Equities
    32.5%
  • UK Equities
    30.4%
  • UK Fixed Interest
    11.8%
  • Europe ex UK Equities
    11.4%
  • Asia Pacific Equities
    5.5%

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund-1.58 %-0.05 %6.02 %21.21 %42.61 %
Sector0.71 %3.25 %10.15 %14.89 %36 %
Rank within sector84 / 9176 / 9074 / 8619 / 7420 / 54
Quartile th4 th4 th4 th2 nd2 nd

Calendar performance

YTD-20172016201520142013
Fund4.48 %9.65 %4.48 %3.91 %15.48 %
Sector7.92 %6.77 %0 %4.64 %11.35 %
Rank within sector66 / 8830 / 8010 / 7443 / 6722 / 60
Quartile th3 rd2 nd1 st3 rd2 nd

Risk statistics

Alpha3.3
Beta0.93
Sharpe0.52
Volatility8.11
Tracking error4.3
Information ratio0.66
R-Squared0.72

Price movement

52 week high1.9399
52 week low1.7232
Current bid price0
Current offer price0
Current mid price1.8699

Holdings by region

  • 42.2% UK
  • 32.5% North America
  • 11.4% Europe ex UK
  • 5.5% Pacific Basin
  • 3.5% Money Market
  • 2.7% Japan
  • 2.2% International

Holdings by sector

-

Holdings by asset type

  • 32.5% North American Equities
  • 30.4% UK Equities
  • 11.8% UK Fixed Interest
  • 11.4% Europe ex UK Equities
  • 5.5% Asia Pacific Equities
  • 3.5% Money Market
  • 2.7% Japanese Equities
  • 2.2% Global Fixed Interest

Individual holdings

  • 2.2% UK (GOVT OF) 1.5% 2047
  • 2% CITIGROUP INC
  • 2% FIRST REPUBLIC BANK SAN FRANCISCO
  • 2% UK TREASURY 3.25 22/01/44 (GBP)
  • 1.9% DANSKE BANK A/S
  • 1.9% ROCHE HLDG AG
  • 1.8% AMERICAN TOWER CORP
  • 1.8% PRUDENTIAL PLC
  • 1.7% RELX NV
  • 1.7% TAIWAN SEMICONDUCTOR MANUFACTURING