By continuing to use this site, you agree to use of cookies. You can change this and find out more by following this link Accept cookies

Standard Life Investments UK Equity Unconstrained Retail Acc

Performance History28/02/2015
Growth of 1,000 (GBP) Advanced Graph
Standard Life Investments UK Equity Unconstrained Retail Acc
Fund-20.544.143.3-0.39.5
+/-Cat-10.925.513.1-0.43.6
+/-B’mrk-17.031.822.5-1.53.1
 
Key Stats
NAV
04/03/2015
 GBX 219.20
Day Change -0.68%
Morningstar Category™ UK Flex-Cap Equity
IA (formerly IMA) Sector UK All Companies
ISIN GB00B0LD3B90
Fund Size (Mil)
30/01/2015
 GBP 1187.31
Share Class Size (Mil)
-
 -
Max Initial Charge 4.00%
Ongoing Charge
08/01/2015
  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 Returns04/03/2015
YTD8.78
3 Years Annualised21.11
5 Years Annualised19.09
10 Years Annualised-
12 Month Yield 0.54
Management
Manager Name
Start Date
Edward Legget
18/04/2008
Inception Date
29/09/2005
Advertisement
Benchmarks
Fund BenchmarkMorningstar Benchmark
IA UK All Companies SectorFTSE AllSh TR GBP
Portfolio Profile for  Standard Life Investments UK Equity Unconstrained Retail Acc30/11/2014
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock98.440.0098.44
Bond0.000.000.00
Property0.000.000.00
Cash1.560.001.56
Other0.000.000.00
Top 5 Regions%
United Kingdom96.58
Eurozone3.04
Canada0.38
United States0.00
Japan0.00
Top 5 Sectors%
Consumer Cyclical27.52
Industrials26.56
Financial Services14.63
Basic Materials8.96
Technology8.21
Top 5 HoldingsSector%
Legal & General Group PLCFinancial ServicesFinancial Services4.49
Crest Nicholson Holdings PLCConsumer CyclicalConsumer Cyclical4.29
BT Group PLCCommunication ServicesCommunication Services3.74
Bodycote PLCIndustrialsIndustrials3.50
Smith (DS) PLCConsumer CyclicalConsumer Cyclical3.46
Standard Life Investments UK Equity Unconstrained Retail Acc