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
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

Sector
Fund
Sector
Fund
Sector
Fund

Quick stats

1 Year return

8.66 %

1 Year rank in sector

71/87

Sector

FO Mixed Asset - Aggressive

Yield

1.74

Fund size

£ 30.3 m

FE Risk score

80

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-0.36 %0.89 %8.66 %21.1 %46.9 %
Sector0.57 %4.95 %12.89 %17.44 %40.86 %
Rank within sector77 / 9086 / 9171 / 8729 / 7230 / 58
Quartile th4 th4 th4 th2 nd3 rd

Calendar performance

YTD-20172016201520142013
Fund6.46 %9.65 %4.48 %3.91 %15.48 %
Sector10.51 %6.77 %0 %4.64 %11.35 %
Rank within sector72 / 8830 / 7810 / 7342 / 6421 / 58
Quartile th4 th2 nd1 st3 rd2 nd

Risk statistics

Alpha2.11
Beta0.93
Sharpe0.49
Volatility8.24
Tracking error4.54
Information ratio0.35
R-Squared0.7

Price movement

52 week high1.9399
52 week low1.7232
Current bid price0
Current offer price0
Current mid price1.9053

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