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Standard Life Investments UK Ethical Inst Acc

Performance History30/11/2017
Growth of 1,000 (GBP) Advanced Graph
Standard Life Investments UK Ethical Inst Acc
Fund35.3-1.715.70.121.7
+/-Cat5.1-1.88.8-10.38.8
+/-B’mrk14.5-2.914.7-16.713.8
 
Key Stats
NAV
14/12/2017
 GBX 197.80
Day Change 0.36%
Morningstar Category™ UK Flex-Cap Equity
IA (formerly IMA) Sector UK All Companies
ISIN GB0004333059
Fund Size (Mil)
30/11/2017
 GBP 290.60
Share Class Size (Mil)
-
 -
Max Initial Charge -
Ongoing Charge
29/09/2017
  0.85%
Morningstar Research
Analyst Report

An experienced manager and a well-established team process make this a solid choice for investors seeking exposure to a UK equity portfolio with an ethical screen. Standard Life Investments UK Ethical is managed by experienced investor Lesley...

Click here to read this analyst report on the underlying fund.
Morningstar Pillars
PeoplePositive
ParentNeutral
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 Returns14/12/2017
YTD21.28
3 Years Annualised12.61
5 Years Annualised13.48
10 Years Annualised8.93
12 Month Yield 1.46
Management
Manager Name
Start Date
Lesley Duncan
01/06/2004
Rebecca Maclean
16/08/2017
Inception Date
20/09/1998
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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 Acc31/10/2017
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock96.070.0096.07
Bond0.000.000.00
Property0.000.000.00
Cash3.930.003.93
Other0.000.000.00
Top 5 Regions%
United Kingdom90.74
Middle East3.94
Canada1.76
Eurozone1.27
Europe - ex Euro1.03
Top 5 Sectors%
Consumer Cyclical33.17
Financial Services17.72
Technology15.38
Industrials10.64
Healthcare4.56
Top 5 HoldingsSector%
Bellway PLCConsumer CyclicalConsumer Cyclical4.23
NMC Health PLCHealthcareHealthcare3.78
Fevertree Drinks PLCConsumer DefensiveConsumer Defensive3.36
Prudential PLCFinancial ServicesFinancial Services3.27
boohoo.com PLCConsumer CyclicalConsumer Cyclical3.01
Standard Life Investments UK Ethical Inst Acc
* This share class has performance data calculated prior to the inception date, 1998-09-20. 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.