Fact sheet: StanLife Inv Enhd DivGEM Eq

Fund information

Fund name
Standard Life Investments Enhanced Diversification Global Emerging Markets Equities B Unhedged GBP
Fund company manager
Standard Life Investments GS
Fund type
SIB
Fund manager(s)
Alistair Veitch
since 03/12/2014
Jason Hepner
since 03/12/2014
Scott Smith
since 03/12/2014
Ronnie Petrie
since 03/12/2014
Fund objective
The fund aims to provide a long term total return through capital appreciation and income. It is designed for investors who are looking for exposure to global emerging market equities but with reduced volatility. The fund typically holds a portfolio of emerging market stocks listed on global stock markets and which is actively managed by our investment team. This portfolio is complemented with an active allocation to a highly diverse range of market positions, which utilise a combination of traditional assets (such as equities and bonds) and investment strategies based on advanced derivative techniques with the aim of reducing the fund's overall volatility and generating additional returns. Investors should note that this allocation is likely to result in the fund gaining exposure to non-emerging market opportunities and risks. This means that performance may deviate from emerging market equities over short- and medium-term periods. The fund can take long and short positions in markets, securities and groups of securities through derivative contracts.
Benchmark
-
Investment style
None
Investment method
Shares

Performance snapshot

Sector
Fund
Sector
Fund
Sector
Fund

Quick stats

1 Year return

12.16 %

1 Year rank in sector

237/273

Sector

FO Equity - Emerging Markets

Yield
-
Fund size

£ 19.4 m

FE Risk score

84

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Sector
Fund
Sector
Fund
Sector
Fund

Cumulative performance

1m6m1y3y5y
Fund3.59 %10.99 %11.9 %0 %0 %
Sector1.72 %14.03 %21.52 %17.53 %20.23 %
Rank within sector40 / 290187 / 279237 / 273 / /
Quartile th1 st3 rd4 th th th

Calendar performance

YTD-20172016201520142013
Fund16.62 %0 %0 %0 %0 %
Sector25.51 %10.7 %-14.35 %-1.42 %-0.73 %
Rank within sector230 / 278 / / / /
Quartile th4 th th th th th

Price movement

52 week high12.6752
52 week low10.3463
Current bid price0
Current offer price0
Current mid price12.6427

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-