Standard Life Investments Global Absolute Return Strategies Retail Acc

Performance History30/04/2019
Growth of 1,000 (GBP) Advanced Graph
Standard Life Investments Global Absolute Return Strategies Retail Acc
Fund2.2-3.12.0-6.44.1
+/-Cat-----
+/-B’mrk-----
 
Key Stats
NAV
17/05/2019
 GBX 73.25
Day Change -0.08%
Morningstar Category™ Alt - Multistrategy
IA (formerly IMA) Sector Targeted Absolute Return
ISIN GB00B28S0093
Fund Size (Mil)
30/04/2019
 GBP 8785.58
Share Class Size (Mil)
-
 -
Max Initial Charge 4.00%
Ongoing Charge
16/01/2019
  1.31%
Morningstar Research
Analyst Report

The lead manager of Aberdeen Standard Investments Global Absolute Return Strategies is set to leave the fund in 2019, and his replacement is new to the firm. The change creates uncertainty in both the team structure and its ability to efficiently...

Click here to read this analyst report on the underlying fund.
Morningstar Pillars
PeopleNeutral
ParentNeutral
ProcessNeutral
PerformanceNeutral
PricePositive
Investment Objective: Standard Life Investments Global Absolute Return Strategies Retail Acc
The investment objective of the Trust is to deliver a positive absolute return in the form of capital growth over the medium to longer term in all market conditions. The level of return the Trust aims to generate over rolling three-year periods is equivalent to the return from cash plus five per cent a year, gross of fees. Invested capital is however at risk and there is no guarantee that the objective will be attained over this or any time period.
Returns
Trailing Returns (GBP)17/05/2019
YTD3.36
3 Years Annualised-0.66
5 Years Annualised0.39
10 Years Annualised3.76
12 Month Yield 1.88
Management
Manager Name
Start Date
Guy Stern
29/01/2008
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
IncomeNot Specific
HedgingNot Specific
OtherNot Specific
Portfolio Profile for  Standard Life Investments Global Absolute Return Strategies Retail Acc31/01/2019
Morningstar Style Box®
Equity Style
Morningstar Style Box®
Fixed Income Style
Asset Allocation
  % Long% Short% Net Assets
Stock65.8452.0213.83
Bond33.3412.2521.09
Property0.000.000.00
Cash242.86189.1953.67
Other0.650.76-0.12
Fixed Income
Effective Maturity-
Effective Duration-
Top 5 Regions%
United States51.03
United Kingdom33.58
Eurozone10.24
Europe - ex Euro4.54
Asia - Developed0.38
Top 5 Sectors%
No Data Available
Top 5 HoldingsSector%
Etd Option10.06
Etd Future7.44
Etd Future7.19
Etd Future4.28
Etd Option3.87
Standard Life Investments Global Absolute Return Strategies Retail Acc
In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)

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