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Standard Life Investments UK Equity Unconstrained Retail Acc

Performance History30/11/2016
Growth of 1,000 (GBP) Advanced Graph
Standard Life Investments UK Equity Unconstrained Retail Acc
Fund44.143.3-0.38.2-6.7
+/-Cat25.513.1-0.41.3-13.0
+/-B’mrk31.822.5-1.57.2-17.9
 
Key Stats
NAV
02/12/2016
 GBX 204.10
Day Change 0.64%
Morningstar Category™ UK Flex-Cap Equity
IA (formerly IMA) Sector UK All Companies
ISIN GB00B0LD3B90
Fund Size (Mil)
31/10/2016
 GBP 744.96
Share Class Size (Mil)
25/01/2016
 GBP 141.86
Max Initial Charge 4.00%
Ongoing Charge
20/04/2016
  1.52%
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 Returns02/12/2016
YTD-6.38
3 Years Annualised1.26
5 Years Annualised15.31
10 Years Annualised10.60
12 Month Yield 1.08
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 Acc31/10/2016
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock100.000.00100.00
Bond0.000.000.00
Property0.000.000.00
Cash0.000.000.00
Other0.000.000.00
Top 5 Regions%
United Kingdom94.92
Eurozone3.57
United States1.50
Japan0.00
Australasia0.00
Top 5 Sectors%
Consumer Cyclical36.54
Industrials17.49
Basic Materials11.05
Financial Services10.21
Technology8.62
Top 5 HoldingsSector%
International Consolidated Airli... IndustrialsIndustrials4.92
BT Group PLCCommunication ServicesCommunication Services4.62
Crest Nicholson Holdings PLCConsumer CyclicalConsumer Cyclical4.56
Smith (DS) PLCConsumer CyclicalConsumer Cyclical4.23
Redrow PLCConsumer CyclicalConsumer Cyclical3.77
Standard Life Investments UK Equity Unconstrained Retail Acc