Fact sheet: Standard Life TM UK Eq General

Fund information

Fund name
Standard Life TM UK Equity General Acc
Fund company manager
Standard Life Trust Management
Fund type
UKA
Fund manager(s)
Karen Robertson
since 01/01/2000
Fund objective
To maximise the total return from capital and net income combined by investing in companies connected with the UK.
Benchmark
IA UK All Companies
Investment style
None
Investment method
Shares

Performance snapshot

Sector
Fund
Sector
Fund
Sector
Fund

Quick stats

1 Year return

15.14 %

1 Year rank in sector

82/272

Sector

UT UK All Companies

Yield

2.73

Fund size

£ 1.1 b

FE Risk score

90

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Sector
Fund
Sector
Fund
Sector
Fund

Cumulative performance

1m6m1y3y5y
Fund4.42 %8.37 %15.14 %32.9 %50.05 %
Sector3.28 %6.99 %14.25 %38.35 %64.85 %
Rank within sector24 / 27968 / 27782 / 272195 / 255210 / 242
Quartile th1 st1 st2 nd4 th4 th

Calendar performance

YTD-20172016201520142013
Fund11.02 %8.83 %2.91 %-2.17 %22.26 %
Sector11.56 %11.16 %3.66 %0.59 %25.66 %
Rank within sector111 / 275177 / 265149 / 258219 / 252167 / 245
Quartile th2 nd3 rd3 rd4 th3 rd

Risk statistics

Alpha-3.33
Beta1.14
Sharpe0.28
Volatility10.73
Tracking error3.63
Information ratio-0.63
R-Squared0.9

Price movement

52 week high286.1
52 week low239.6
Current bid price286
Current offer price286
Current mid price0

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-