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Standard Life Investments UK Ethical Inst Acc

Performance History31/05/2017
Growth of 1,000 (GBP) Advanced Graph
Standard Life Investments UK Ethical Inst Acc
Fund35.3-1.715.70.116.3
+/-Cat5.1-1.88.8-10.35.7
+/-B’mrk14.5-2.914.7-16.78.1
 
Key Stats
NAV
23/06/2017
 GBX 187.40
Day Change -0.05%
Morningstar Category™ UK Flex-Cap Equity
IA (formerly IMA) Sector UK All Companies
ISIN GB0004333059
Fund Size (Mil)
31/05/2017
 GBP 276.45
Share Class Size (Mil)
25/01/2016
 GBP 61.94
Max Initial Charge -
Ongoing Charge
16/01/2017
  0.85%
*  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

An experienced manager and a positive performance track record make Standard Life UK Ethical a solid choice for investors seeking exposure to a UK equity portfolio with an ethical screen.

The fund is managed by experienced investor Lesley...

Click here to read this analyst report on the underlying fund.
Morningstar Pillars
PeoplePositive
ParentPositive
ProcessPositive
PerformancePositive
PriceNeutral
Investment Objective: Standard Life Investments UK Ethical Inst Acc
The fund aims to provide long term growth by investing in a diversified portfolio of UK equity assets thatmeet our strict ethical criteria. These criteria are agreed with our ethical committee and may be amendedfrom time to time if considered appropriate. The fund manager will exclude companies which fail to meetthe ethical criteria whilst seeking to include companies whose business activities are regarded as making apositive contribution to society.
Returns
Trailing Returns23/06/2017
YTD14.90
3 Years Annualised10.98
5 Years Annualised15.08
10 Years Annualised6.95
12 Month Yield 1.53
Management
Manager Name
Start Date
Lesley Duncan
01/06/2004
Inception Date
21/09/1998
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Category Benchmark
Fund BenchmarkMorningstar Benchmark
IA UK All Companies Ethical SubsectorFTSE AllSh TR GBP
Portfolio Profile for  Standard Life Investments UK Ethical Inst Acc30/04/2017
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock97.680.0097.68
Bond0.000.000.00
Property0.000.000.00
Cash2.320.002.32
Other0.000.000.00
Top 5 Regions%
United Kingdom93.16
Middle East3.21
Canada1.67
Eurozone1.36
Asia - Emerging0.60
Top 5 Sectors%
Consumer Cyclical35.58
Financial Services18.07
Technology14.01
Industrials9.83
Communication Services6.35
Top 5 HoldingsSector%
Bellway PLCConsumer CyclicalConsumer Cyclical3.63
boohoo.com PLCConsumer CyclicalConsumer Cyclical3.57
Prudential PLCFinancial ServicesFinancial Services3.34
Fevertree Drinks PLCConsumer DefensiveConsumer Defensive3.17
NMC Health PLCHealthcareHealthcare3.14
Standard Life Investments UK Ethical Inst Acc
* This share class has performance data calculated prior to the inception date, 1998-09-21. This is based upon a simulated/extended track record and is in accordance with Morningstar’s Extended Performance Methodology paper. To find out more about this, click here.