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
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

Quick stats

1 Year return

19.16 %

1 Year rank in sector

193/273

Sector

UT UK All Companies

Yield

2.77

Fund size

£ 1.1 b

FE Risk score

94

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund-1.02 %7.61 %18.51 %16.73 %55.26 %
Sector-0.61 %9.29 %21.33 %24.63 %74.67 %
Rank within sector193 / 280196 / 278193 / 273232 / 259225 / 243
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Calendar performance

YTD-20172016201520142013
Fund5.9 %8.83 %2.91 %-2.17 %22.26 %
Sector8.23 %11.16 %3.66 %0.59 %25.66 %
Rank within sector218 / 278181 / 270149 / 262222 / 257171 / 250
Quartile th4 th3 rd3 rd4 th3 rd

Risk statistics

Alpha-3.48
Beta1.12
Sharpe0.17
Volatility10.8
Tracking error3.61
Information ratio-0.73
R-Squared0.9

Price movement

52 week high278.2
52 week low208.3
Current bid price272.8
Current offer price272.8
Current mid price0

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-