Your Basket
Your Basket
There are no funds in your basket. To add funds to your basket use the Green Plus Icon wherever you see it next to a fund.
Fund name
Aberdeen American Growth  
Fidelity American  
Schroder UK Mid 250  
M&G Recovery  
Jupiter Merlin UK Growth  
Close Basket Open basket

Login

Login

Register

It's look like you're leaving us

What would you like us to do with the funds you've selected

Show me all my options Forget them Save them
Customise this table
 
 
Poll

Do you think UK inflation will increase in the next 12 months?

Yes, it will increase significantly
Yes, it will increase slightly
It will stay at around the same level
No, I think inflation will fall

Vote

 
You are here: Factsheet
 

Stan Life UK Eq Income Unconstrained S5 Pn

FE Crown Rating

Fund Objective

The fund is invested in the Standard Life Investments UK Equity Income Unconstrained Fund which aims to provide income and some capital growth over the longer term by investing in UK equities. The fund typically holds a concentrated portfolio of stocks and may also hold a proportion in bonds to supplement the income of the fund. The fund is actively managed by our investment team, who will select stocks, without reference to index weight or size, to try to take advantage of opportunities they have identified. Due to the unconstrained nature of the fund investors must be willing to accept a relatively high degree of stock specific risk. The value of investments within the fund can fall as well as rise and is not guaranteed – you may get back less than you pay in.The fund may use derivatives for the purpose of efficient portfolio management. The sterling value of overseas assets held in the fund may rise and fall as a result of exchange rate fluctuations.

Fund Manager

Domicile

Sector

Currency

Primary Asset Class

Unit Name

Stan Life UK Eq Income Unconstrained S5 Pn

Inc/Acc

Accumulating 

Citicode

Q438

Initial Charge

0.00%

Unit Currency

GBX 

ISIN

GB00B3K63329 

Annual Charge

0.00%

Mid

GBX 124.89

Change (Mid)

0.86 (0.70%)
21-May-2013

Unit LaunchDate

26-Feb-2007

Performance Overview

Performance Charts

Cumulative Performance

  YTD 3m 6m 1y 3y 5y
Fund 22.74 10.11 28.28 50.35 77.66 48.68
Sector 16.95 7.96 21.43 34.52 51.68 33.83
 

Discrete Performance (%)

  2012 2011 2010 2009 2008
Fund 25.78 -9.61 25.70 44.72 -43.58
Sector 15.44 -6.90 17.53 29.62 -31.66

Asset Allocation (estimated from fund's sector average)

breakdown chart
  Asset Class % of Fund
UK Equities 96.61
Money Market 3.27
International Equities 0.04
Others 0.03
Property 0.02
North American Equities 0.02
Alternative Investment Strategies 0.01
Fixed Interest 0.00

Regional Breakdown

No breakdown data available.

Sector Breakdown

No breakdown data available.

All prices in Pence Sterling (GBX) unless otherwise specified. Price performance figures are calculated on a bid price to bid price basis with net income (dividends) reinvested. Performance figures are shown in Sterling.

 
 
Sign up for email alerts
Stay upto date on the latest fund research from FE
 
subscribe Readers of this page also looked at:
Readers of this Factsheet have not looked at any others
 
 
 
Add your comment
 
Reload Change mode
 
Enter the words above:
Send comment
 
Be the first to comment on this Factsheet.
 
  • Stay connected with FE trustnet
  • Authorised and Regulated by the
    Financial Conduct Authority
  • © Trustnet Limited 2013. All Rights Reserved.
  • Please read our Terms of Use / Disclaimer
    and Privacy and Cookie Policy.
  • Data supplied in conjunction with Thomson Financial Limited,
    London Stock Exchange Plc, StructuredRetailProducts.com
    and ManorPark.com