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

5.57 %

1 Year rank in sector

74/85

Sector

FO Mixed Asset - Aggressive

Yield

1.74

Fund size

£ 30.1 m

FE Risk score

80

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Fund name3 years
SEI Aggr57.91%
HSBC Pfl Wld Seltn 549.93%
SEI Growth48.24%
FstEgleAmunIntl45.95%
GAM Star Dynamic Growth44.62%

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

Sector
Fund
Sector
Fund
Sector
Fund

Cumulative performance

1m6m1y3y5y
Fund2.67 %2.79 %5.6 %31.8 %45.27 %
Sector1.94 %5.6 %11.14 %24.33 %38.77 %
Rank within sector31 / 9074 / 8974 / 8522 / 7322 / 54
Quartile th2 nd4 th4 th2 nd2 nd

Calendar performance

YTD-20172016201520142013
Fund6.49 %9.65 %4.48 %3.91 %15.48 %
Sector10.04 %6.77 %0 %4.64 %11.35 %
Rank within sector70 / 8730 / 7810 / 7343 / 6621 / 59
Quartile th4 th2 nd1 st3 rd2 nd

Risk statistics

Alpha2.35
Beta0.93
Sharpe0.46
Volatility8.22
Tracking error4.54
Information ratio0.42
R-Squared0.7

Price movement

52 week high1.9399
52 week low1.7232
Current bid price0
Current offer price0
Current mid price1.9059

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