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

14.97 %

1 Year rank in sector

111/274

Sector

UT UK All Companies

Yield

2.8

Fund size

£ 1.1 b

FE Risk score

91

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Holdings snapshot

  • UK
    100%
  • Financials
    19.44%
  • Consumer Goods
    19.24%
  • Consumer Services
    12.79%
  • Oil & Gas
    9.35%
  • Industrials
    9.17%
  • UK Equities
    100%

Performance vs. Sector

Sector
Fund
Sector
Fund
Sector
Fund

Cumulative performance

1m6m1y3y5y
Fund-1.79 %1.48 %14.97 %21.03 %52.84 %
Sector-1.43 %1.27 %15.5 %28.06 %68.53 %
Rank within sector201 / 280105 / 277111 / 274213 / 258215 / 245
Quartile th3 rd2 nd2 nd4 th4 th

Calendar performance

YTD-20172016201520142013
Fund8.81 %8.83 %2.91 %-2.17 %22.26 %
Sector10.19 %11.16 %3.66 %0.59 %25.66 %
Rank within sector151 / 275177 / 265149 / 258219 / 252167 / 245
Quartile th3 rd3 rd3 rd4 th3 rd

Risk statistics

Alpha-3.04
Beta1.14
Sharpe0.42
Volatility10.7
Tracking error3.62
Information ratio-0.52
R-Squared0.9

Price movement

52 week high287.9
52 week low242.8
Current bid price280.3
Current offer price280.3
Current mid price0

Holdings by region

  • 100% UK

Holdings by sector

  • 19.44% Financials
  • 19.24% Consumer Goods
  • 12.79% Consumer Services
  • 9.35% Oil & Gas
  • 9.17% Industrials
  • 8.43% Others
  • 6.69% Telecommunications
  • 5.91% Basic Materials
  • 5.08% Utilities
  • 3.06% Unit Trusts

Holdings by asset type

  • 100% UK Equities

Individual holdings

-