SLI MyFolio Managed II Plat 1 Acc

Name
Standard Life Investments MyFolio Managed II Retail Platform 1 Acc
Manager
Standard Life Investments
Type
Open Ended Investment Company
ISIN
GB00B3RHFQ59
Sector
LC00002661
Launched
23/04/2012
OCF
0.78 %
Risk Rating
3
3 Year Sharpe
0.96
3 Year Alpha
2.31
Yield
1 %
Benchmark
Not Benchmarked
The Sub-fund aims to provide a total return from a combination of income and capital appreciation over the longer term. The current policy of the Sub-fund is to invest mainly in a range of collective investment schemes managed or operated within the Standard Life Aberdeen group of companies to achieve a broad exposure to diversified investments, including equities, fixed and variable rate interest bearing securities and immoveable property. The Sub-fund may also invest in transferable securities, money-market instruments, deposits, cash and near cash. Typically, the Sub-fund will have a preference towards lower risk assets, such as fixed interest.
Holding%
SLI Abs Ret Glb Bd Strats D Acc GBP9.95 %
SLI Global Absolute Ret Strat Inst Acc9.24 %
SLI Global Corporate Bond S Acc GBP Hdg7.58 %
SLI Global Index Linked Bond Inst Acc6.22 %
SLI UK Real Estate Acc Feeder Inst Acc4.76 %
SLI European Equity Income Inst Acc4.40 %
SLI Shrt Dur Glbl Idx-Lnkd Bd Inst S Acc4.09 %
SLI Short Duration Credit Inst Acc3.88 %
Vanguard US Equity Index Inst Plus Acc3.80 %
SLMT American Eq Uncons Inst S Acc3.33 %
Region%
United States31.89 %
United Kingdom23.20 %
Japan11.86 %
Eurozone11.27 %
Asia - Emerging7.55 %
Europe - ex Euro5.02 %
Sector%
Financial Services21.08 %
Technology15.60 %
Consumer Cyclical12.22 %
Industrials10.84 %
Healthcare7.77 %
Real Estate7.71 %
Consumer Defensive6.87 %
Energy6.15 %
Basic materials5.96 %
Name
Standard Life Investments
Address
EH2 2LL, Edinburgh, United Kingdom
UCITS
No
Legal Structure
Open Ended Investment Company

Managers

Bambos Hambi

Joined 06/02/2011

Head of Multimanager. Bambos has over 20 years investment experience of which almost 10 years is in managing retail fund of funds, this length of fund of funds experience is almost unrivalled. Bambos graduated with a degree in Mathematics from the University of London.

Data provided by Morningstar.

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