Fact sheet: Stan Life Wealth Bridge

Fund information

Fund name
Stan Life Wealth Bridge
Fund company manager
Standard Life Wealth
Fund type
UKA
Fund manager
Johnathan Bell
since 01/11/2004
Fund objective
The objective of the fund is to achieve capital growth through investment principally in UK and international securities. The fund may also invest in warrants, deposits, approved money market instruments, collective investment schemes, derivative instruments and forward transactions. The fund will follow a mixed portfolio approach comprising company shares and similar investments and bonds and similar debt investments. It will invest in bonds, issued by governments and companies, with high and low credit ratings (i.e. investment grade and sub-investment grade bonds as rated by Standard and Poor's or similar agencies). Additionally, the fund may invest in other mutual funds. 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

Quick stats

1 Year return

7.54 %

1 Year rank in sector

171/237

Sector

UT Flexible Investment

Yield

1.93

Fund size

£ 450.9 m

FE Risk score

77

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Holdings snapshot

  • UK
    42.1%
  • North America
    31.7%
  • Europe
    11.4%
  • Pacific Basin
    5.3%
  • Money Market
    4.8%
  • North American Equities
    31.7%
  • UK Equities
    30.5%
  • UK Fixed Interest
    11.6%
  • Europe ex UK Equities
    11.4%
  • Asia Pacific Equities
    5.3%

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund-1.51 %1.29 %7.54 %30.09 %55.1 %
Sector-0.74 %1.6 %9.89 %23.59 %48.37 %
Rank within sector223 / 265130 / 253171 / 23769 / 20483 / 172
Quartile th4 th3 rd3 rd2 nd2 nd

Calendar performance

YTD-20172016201520142013
Fund5.8 %12.63 %7.07 %4.98 %16.02 %
Sector5.97 %12.84 %2.01 %4.85 %14.08 %
Rank within sector134 / 241129 / 22713 / 215115 / 19486 / 183
Quartile th3 rd3 rd1 st3 rd2 nd

Risk statistics

Alpha1.58
Beta1
Sharpe0.83
Volatility8.19
Tracking error3.01
Information ratio0.51
R-Squared0.86

Price movement

52 week high290.5
52 week low258
Current bid price0
Current offer price0
Current mid price280.7

Holdings by region

  • 42.1% UK
  • 31.7% North America
  • 11.4% Europe
  • 5.3% Pacific Basin
  • 4.8% Money Market
  • 2.7% Japan
  • 2% International

Holdings by sector

-

Holdings by asset type

  • 31.7% North American Equities
  • 30.5% UK Equities
  • 11.6% UK Fixed Interest
  • 11.4% Europe ex UK Equities
  • 5.3% Asia Pacific Equities
  • 4.8% Money Market
  • 2.7% Japanese Equities
  • 2% Global Fixed Interest

Individual holdings

  • 2.2% HM TREASURY UNITED KINGDOM DMO 1.5% GILT 22/07/47 GBP1
  • 2% CITIGROUP INC
  • 2% DANSKE BANK A/S
  • 2% FIRST REPUBLIC BANK SAN FRANCISCO
  • 2% HM TREASURY UNITED KINGDOM DMO 3.25% GILT 22/01/44 GBP0.01
  • 1.9% ROCHE HLDG AG
  • 1.8% PRUDENTIAL PLC
  • 1.8% RELX NV
  • 1.7% AMERICAN TOWER CORP
  • 1.7% TAIWAN SEMICONDUCTOR MANUFACTURING