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Standard Life Investments Global Absolute Return Strategies Retail Acc

Performance History31/12/2017
Growth of 1,000 (GBP) Advanced Graph
Standard Life Investments Global Absolute Return Strategies Retail Acc
Fund6.24.82.2-3.12.0
+/-Cat-----
+/-B’mrk-----
 
Key Stats
NAV
16/01/2018
 GBX 76.47
Day Change -0.07%
Morningstar Category™ Alt - Multistrategy
IA (formerly IMA) Sector Targeted Absolute Return
ISIN GB00B28S0093
Fund Size (Mil)
29/12/2017
 GBP 20729.12
Share Class Size (Mil)
-
 -
Max Initial Charge 4.00%
Ongoing Charge
20/12/2017
  1.30%
*  This rating and report were issued for a different share class of this fund. The performance and fee structure of this class may vary from that referenced.
Morningstar Research
Analyst Report

SLI GARS’ investment process is well-thought-out and has been stable throughout, despite disappointing performance in 2016. GARS’ process has a number of features that we like: It can take advantage of ideas anywhere, in any asset class...

Click here to read this analyst report on the underlying fund.
Morningstar Pillars
PeopleNeutral
ParentNeutral
ProcessPositive
PerformancePositive
PricePositive
Investment Objective: Standard Life Investments Global Absolute Return Strategies Retail Acc
The Standard Life Investments Global Absolute Return Strategies Fund aims to provide positive investment returns in all market conditions over the medium to long term. The fund is actively managed, with a wide investment remit to target a level of return over rolling three-year periods equivalent to cash plus five per-cent a year, gross of fees. It exploits market inefficiencies through active allocation to a diverse range of market positions. The fund uses a combination of traditional assets (such as equities and bonds) and investment strategies based on advanced derivative techniques, resulting in a highly diversified portfolio. The fund can take long and short positions in markets, securities and groups of securities through derivative contracts.
Returns
Trailing Returns16/01/2018
YTD1.00
3 Years Annualised0.59
5 Years Annualised2.50
10 Years Annualised-
12 Month Yield 0.89
Management
Manager Name
Start Date
Guy Stern
29/01/2008
Roger Sadewsky
16/08/2017
Inception Date
07/05/2008
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Category Benchmark
Fund BenchmarkMorningstar Benchmark
ICE LIBOR 6 Month GBP-
Target Market
Role In Portfolio
Standalone / CoreNot Specific
ComponentNot Specific
OtherNot Specific
Primary Objective
PreservationYes
GrowthYes
IncomeNo
HedgingNo
OtherNot Specific
Portfolio Profile for  Standard Life Investments Global Absolute Return Strategies Retail Acc30/09/2017
Morningstar Style Box®
Equity Style
Morningstar Style Box®
Fixed Income Style
Asset Allocation
  % Long% Short% Net Assets
Stock38.970.3738.60
Bond22.050.8021.25
Property0.000.000.00
Cash27.350.8426.51
Other0.960.360.59
Fixed Income
Effective Maturity-
Effective Duration-
Top 5 Regions%
Eurozone36.04
United States34.63
United Kingdom12.87
Europe - ex Euro11.36
Japan1.78
Top 5 Sectors%
Financial Services41.01
Real Estate19.77
Industrials7.04
Healthcare5.63
Consumer Cyclical5.46
Top 5 HoldingsSector%
US Treasury Bond2.20
US Treasury Bond1.49
US Treasury Bond1.06
US Treasury Bond1.04
US Treasury Bond1.02
Standard Life Investments Global Absolute Return Strategies Retail Acc