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Standard Life Investments UK Equity Unconstrained Retail Acc

Performance History30/04/2016
Growth of 1,000 (GBP) Advanced Graph
Standard Life Investments UK Equity Unconstrained Retail Acc
Fund44.143.3-0.38.2-7.0
+/-Cat25.513.1-0.41.3-5.3
+/-B’mrk31.822.5-1.57.2-7.7
 
Key Stats
NAV
24/05/2016
 GBX 201.80
Day Change 0.50%
Morningstar Category™ UK Flex-Cap Equity
IA (formerly IMA) Sector UK All Companies
ISIN GB00B0LD3B90
Fund Size (Mil)
29/04/2016
 GBP 1010.50
Share Class Size (Mil)
25/01/2016
 GBP 141.86
Max Initial Charge 4.00%
Ongoing Charge
07/01/2016
  1.90%
Investment Objective: Standard Life Investments UK Equity Unconstrained Retail Acc
The investment objective of the Fund is to provide capital appreciation. It is intended that income will not be a prime consideration. The investment policy of the Fund is to invest primarily in equities and equity type investments of UK companies or companies which, in the opinion of the ACD, carry on a substantial part of their operations in the UK. "Equity type investments" will include convertible stocks, stock exchange listed warrants, Depositary Receipts and any other such investments which entitle the holder to subscribe for or convert into the equity of the company and / or where the share price performance is, in the opinion of the ACD, influenced significantly by the stock market performance of the company’s ordinary shares. "UK companies" will include companies incorporated in the UK or companies listed on a UK stock exchange which may not be incorporated in the UK or have the majority of their economic activity in the UK.
Returns
Trailing Returns24/05/2016
YTD-7.43
3 Years Annualised5.19
5 Years Annualised9.53
10 Years Annualised12.45
12 Month Yield 1.11
Management
Manager Name
Start Date
Wesley McCoy
23/06/2015
Inception Date
29/09/2005
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Category Benchmark
Fund BenchmarkMorningstar Benchmark
IA UK All Companies SectorFTSE AllSh TR GBP
Portfolio Profile for  Standard Life Investments UK Equity Unconstrained Retail Acc31/01/2016
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock99.960.0099.96
Bond0.000.000.00
Property0.000.000.00
Cash0.040.000.04
Other0.000.000.00
Top 5 Regions%
United Kingdom97.75
Eurozone1.93
Canada0.32
United States0.00
Japan0.00
Top 5 Sectors%
Consumer Cyclical35.86
Industrials22.53
Technology12.64
Financial Services8.93
Basic Materials7.04
Top 5 HoldingsSector%
Crest Nicholson Holdings PLCConsumer CyclicalConsumer Cyclical5.38
Sage Group (The) PLCTechnologyTechnology5.27
BT Group PLCCommunication ServicesCommunication Services4.62
RPC Group PLCConsumer CyclicalConsumer Cyclical4.61
Smith (DS) PLCConsumer CyclicalConsumer Cyclical4.07
Standard Life Investments UK Equity Unconstrained Retail Acc