By continuing to use this site you consent to the use of cookies on your device. Find out more about our cookie policy and the types of cookies we use by clicking here

Standard Life Investments UK Equity Unconstrained Retail Acc

Performance History31/10/2017
Growth of 1,000 (GBP) Advanced Graph
Standard Life Investments UK Equity Unconstrained Retail Acc
Fund43.3-0.38.2-3.118.4
+/-Cat13.1-0.41.3-13.44.2
+/-B’mrk22.5-1.57.2-19.88.7
 
Key Stats
NAV
17/11/2017
 GBX 242.70
Day Change 1.29%
Morningstar Category™ UK Flex-Cap Equity
IA (formerly IMA) Sector UK All Companies
ISIN GB00B0LD3B90
Fund Size (Mil)
31/10/2017
 GBP 683.18
Share Class Size (Mil)
-
 -
Max Initial Charge 4.00%
Ongoing Charge
29/09/2017
  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 Returns17/11/2017
YTD14.86
3 Years Annualised7.00
5 Years Annualised13.40
10 Years Annualised11.85
12 Month Yield 1.28
Management
Manager Name
Start Date
Adam McInally
16/08/2017
Wesley McCoy
23/06/2015
Inception Date
29/09/2005
Advertisement
Category Benchmark
Fund BenchmarkMorningstar Benchmark
IA UK All Companies SectorFTSE AllSh TR GBP
Portfolio Profile for  Standard Life Investments UK Equity Unconstrained Retail Acc30/09/2017
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock98.430.0098.43
Bond0.000.000.00
Property0.000.000.00
Cash0.310.000.31
Other1.270.001.27
Top 5 Regions%
United Kingdom97.11
Eurozone1.89
Middle East0.99
United States0.00
Canada0.00
Top 5 Sectors%
Consumer Cyclical41.04
Financial Services15.18
Industrials14.48
Basic Materials13.80
Healthcare5.19
Top 5 HoldingsSector%
Bellway PLCConsumer CyclicalConsumer Cyclical4.73
Redrow PLCConsumer CyclicalConsumer Cyclical4.56
Bodycote PLCIndustrialsIndustrials4.26
Crest Nicholson Holdings PLCConsumer CyclicalConsumer Cyclical4.03
Ladbrokes Coral Group PLCConsumer CyclicalConsumer Cyclical3.72
Standard Life Investments UK Equity Unconstrained Retail Acc