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
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.
Benchmark
-
Investment style
Aggressive
Investment method
None

Performance snapshot

Quick stats

1 Year return

20.53 %

1 Year rank in sector

123/241

Sector

UT Flexible Investment

Yield

2.15

Fund size

£ 442.5 m

FE Risk score

76

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Holdings snapshot

  • UK
    42.3%
  • North America
    34.1%
  • Europe
    10.7%
  • Pacific Basin
    4.1%
  • Japan
    3.4%
  • North American Equities
    34.1%
  • UK Equities
    30.5%
  • UK Fixed Interest
    11.8%
  • Europe ex UK Equities
    10.7%
  • Asia Pacific Equities
    4.1%

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund3.16 %9.65 %21.04 %35.88 %70.29 %
Sector1.87 %8.28 %19.54 %26.95 %58.29 %
Rank within sector18 / 25889 / 245123 / 24150 / 19365 / 165
Quartile th1 st2 nd3 rd2 nd2 nd

Calendar performance

YTD-20172016201520142013
Fund7.09 %12.63 %7.07 %4.98 %16.02 %
Sector5.55 %12.84 %2.01 %4.85 %14.08 %
Rank within sector69 / 245136 / 23212 / 210110 / 18882 / 178
Quartile th2 nd3 rd1 st3 rd2 nd

Risk statistics

Alpha1.45
Beta0.99
Sharpe0.78
Volatility8.04
Tracking error2.95
Information ratio0.45
R-Squared0.86

Price movement

52 week high287
52 week low241.9
Current bid price0
Current offer price0
Current mid price287

Holdings by region

  • 42.3% UK
  • 34.1% North America
  • 10.7% Europe
  • 4.1% Pacific Basin
  • 3.4% Japan
  • 3.3% Money Market
  • 2.1% International

Holdings by sector

-

Holdings by asset type

  • 34.1% North American Equities
  • 30.5% UK Equities
  • 11.8% UK Fixed Interest
  • 10.7% Europe ex UK Equities
  • 4.1% Asia Pacific Equities
  • 3.4% Japanese Equities
  • 3.3% Money Market
  • 2.1% Global Fixed Interest

Individual holdings

  • 3.5% TREASURY 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
  • 1.7% ALPHABET INC
  • 1.7% AVIVA
  • 1.7% RELX NV
  • 1.7% TAIWAN SEMICONDUCTOR MANUFACTURING