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

11.68 %

1 Year rank in sector

49/85

Sector

FO Mixed Asset - Aggressive

Yield

1.74

Fund size

£ 30.3 m

FE Risk score

79

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Fund name3 years
Capital Group GAlcL49.94%
SEI Aggr47.54%
HSBC Pfl Wld Seltn 545.12%
FstEgleAmunIntl43.27%
SEI Growth40.36%

Holdings snapshot

  • UK
    40.9%
  • North America
    33.8%
  • Europe ex UK
    10.7%
  • Money Market
    5.1%
  • Pacific Basin
    4.1%
  • North American Equities
    33.8%
  • UK Equities
    29.9%
  • UK Fixed Interest
    11%
  • Europe ex UK Equities
    10.7%
  • Money Market
    5.1%

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund-1.33 %5.99 %11.68 %29.37 %50.98 %
Sector0.29 %6.48 %11.16 %16.43 %40.53 %
Rank within sector78 / 8945 / 8849 / 8511 / 6915 / 52
Quartile th4 th3 rd3 rd1 st2 nd

Calendar performance

YTD-20172016201520142013
Fund6.95 %9.65 %4.48 %3.91 %15.48 %
Sector7.64 %6.77 %0 %4.64 %11.35 %
Rank within sector52 / 8629 / 7710 / 7142 / 6418 / 58
Quartile th3 rd2 nd1 st3 rd2 nd

Risk statistics

Alpha3.67
Beta0.94
Sharpe0.56
Volatility8.2
Tracking error4.35
Information ratio0.75
R-Squared0.72

Price movement

52 week high1.9399
52 week low1.7199
Current bid price0
Current offer price0
Current mid price1.9141

Holdings by region

  • 40.9% UK
  • 33.8% North America
  • 10.7% Europe ex UK
  • 5.1% Money Market
  • 4.1% Pacific Basin
  • 3.3% Japan
  • 2.1% International

Holdings by sector

-

Holdings by asset type

  • 33.8% North American Equities
  • 29.9% UK Equities
  • 11% UK Fixed Interest
  • 10.7% Europe ex UK Equities
  • 5.1% Money Market
  • 4.1% Asia Pacific Equities
  • 3.3% Japanese Equities
  • 2.1% Global Fixed Interest

Individual holdings

  • 3.3% HM TREASURY UNITED KINGDOM DMO 3.25% GILT 22/01/44 GBP0.01
  • 2% FIRST REPUBLIC BANK SAN FRANCISCO
  • 2% ROCHE HLDG AG
  • 1.9% CITIGROUP INC
  • 1.9% DANSKE BANK A/S
  • 1.8% PRUDENTIAL PLC
  • 1.8% TAIWAN SEMICONDUCTOR MANUFACTURING
  • 1.7% ALPHABET INC
  • 1.7% AVIVA
  • 1.7% RELX NV