Fact sheet: StanLife Inv Gbl Foc Strat

Fund information

Fund name
Standard Life Investments Global Focused Strategies D GBP
Fund company manager
Standard Life Investments GS
Fund type
SIB
Fund manager(s)
Neil Richardson
since 11/12/2013
Jennifer Catlow
since 01/06/2015
David Sol
since 11/12/2013
Fund objective
The fund aims to provide positive investment returns in all market conditions over the medium to long term through a discretionary multi-asset approach that integrates macro insights with fundamental security research. It invests actively within and between all major asset classes and across the capital structure of firms, exploiting medium term investment views drawn from a broad expert research platform. The fund targets a level of return over rolling three-year periods equivalent to cash plus seven and a half per-cent per year, gross of fees. Operating distinct idea generation, strategy selection and portfolio construction steps, the fund uses well established processes to target a particular level of positive return with a strong emphasis on risk awareness whatever the economic environment. The fund uses a combination of traditional securities and derivatives and can take long and short positions.
Benchmark
EURIBOR 6months
Investment style
Absolute Return,Flexible
Investment method
None

Performance snapshot

Sector
Fund
Sector
Fund
Sector
Fund

Quick stats

1 Year return

4.65 %

1 Year rank in sector

46/135

Sector

FO Absolute Return

Yield
-
Fund size

£ 413.5 m

FE Risk score

42

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Sector
Fund
Sector
Fund
Sector
Fund

Cumulative performance

1m6m1y3y5y
Fund-0.7 %1.08 %4.65 %1.49 %0 %
Sector0 %1.07 %3.2 %3.7 %9.8 %
Rank within sector126 / 15071 / 14746 / 13556 / 102 /
Quartile th4 th2 nd2 nd3 rd th

Calendar performance

YTD-20172016201520142013
Fund3.03 %-9.32 %8.6 %-1.01 %0 %
Sector2.63 %0.66 %0.69 %1.2 %3.58 %
Rank within sector63 / 140120 / 12411 / 10865 / 85 /
Quartile th2 nd4 th1 st4 th th

Risk statistics

Alpha-1.48
Beta1.98
Sharpe-0
Volatility5.5
Tracking error4.54
Information ratio-0.05
R-Squared0.42

Price movement

52 week high10.3225
52 week low9.705
Current bid price0
Current offer price0
Current mid price10.1996

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-