SLI MyFolio Market III Plat 1 Acc

Name
Standard Life Investments MyFolio Market III Retail Platform 1 Acc
Manager
Standard Life Investments
Type
Open Ended Investment Company
ISIN
GB00B758J660
Sector
LC00002661
Launched
23/04/2012
OCF
0.37 %
Risk Rating
4
3 Year Sharpe
1.20
Yield
1.8 %
Benchmark
Not Benchmarked
The Fund aims to provide a total return from a combination of income and capital appreciation over the longer term. The current policy of the Fund is to invest mainly in a range of collective investment schemes to achieve a broad exposure to diversified investments, including equities, fixed and variable rate interest bearing securities and immoveable property. Exposure to equities and fixed and variable rate interest bearing securities is achieved by investing mainly in passively managed collective investment schemes. Exposure to immoveable property is achieved by investing mainly in actively managed collective investment schemes. The Fund may also invest in transferable securities, money-market instruments, deposits, cash, and near cash.
Holding%
Vanguard US Equity Index Inst Plus Acc9.58 %
iShares Continen Eurp Eq Idx (UK) L Acc7.92 %
Vanguard Global Corp Bd Idx Ins+GBPH Acc7.11 %
Vanguard FTSE U.K. AllShrIdxUTInstPlsAcc6.85 %
iShares Japan Equity Index (UK) L Acc6.60 %
L&G UK Index Trust C Acc5.97 %
L&G US Index Trust C Acc5.96 %
SLI UK Real Estate Institutional Acc5.35 %
Vanguard Emerg Mkts Stk Idx Ins+ GBP Acc4.93 %
iShares Pacific ex Jpn Eq Idx (UK) L Acc4.81 %
Region%
United States31.15 %
United Kingdom26.21 %
Japan11.19 %
Eurozone9.70 %
Asia - Developed7.35 %
Asia - Emerging5.29 %
Sector%
Financial Services18.96 %
Technology14.10 %
Consumer Cyclical11.89 %
Industrials10.89 %
Consumer Defensive9.97 %
Healthcare9.84 %
Energy7.76 %
Basic materials7.01 %
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.

The Content is only for your general information and use and is not intended to address your particular requirements. The Content does not constitute any form of advice, recommendation or arrangement by Money Observer and is not intended to be relied upon by you in making (or refraining from making) any specific investment or other decisions. Appropriate independent advice should be obtained before making any such decision.

This information is sourced from our partner Morningstar. We believe the data to be correct however you should take care in using any information.

You should be aware that prices may fall as well as rise and that the income derived can go down as well as up. When buying or selling any investment that fluctuates in price or value you may get back less than you invested. Past performance is not necessarily a guide to future performance.