To continue using this website, please tell us a
little about yourself:

I am a financial adviser

I am a discretionary fund manager / multimanager

I am a financial paraplanner

I work in financial services

I am a private investor

This site uses cookies. Some of the cookies are essential for parts of the site to operate and have already been set. You may delete and block all cookies from this site, but if you do, parts of the site may not work. To find out more about cookies on the website and how to delete cookies, see our Privacy and Cookie Policy.

I accept the FE Trustnet cookie policy

For more information Click here




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
You are here: Factsheet

Stan Life Schroder Core UK Equity

1 FE Trustnet

Underlying Fund

FE Crown Rating ( Underlying )

Fund Objective ( Underlying )

The fund aims to provide capital growth and income. At least 80% of the fund will be invested in shares of UK companies. The fund has no bias to any particular industry. The fund follows an investment approach based around the business cycle, where the managers attempt to identify turning points in the cycle and then focus on the types of companies they believe will benefit from it. The fund may also invest in other financial instruments and hold cash on deposit. Derivatives may be used to reduce risk or manage the fund more effectively.

Fund Manager ( Underlying )

David Docherty




Primary Asset Class

Downloads ( Underlying )

Unit Name

Stan Life Schroder Core UK Equity S5





Initial Charge


Unit Currency




Annual Charge



GBX 152.29

Change (Mid)

-0.65 (-0.42%)

Unit LaunchDate


Performance Overview

Performance Charts

Cumulative Performance

  YTD 3m 6m 1y 3y 5y
Fund 3.83 -0.93 3.78 -2.74 33.32 57.82
Sector 5.76 0.69 5.68 5.50 40.29 68.54

Discrete Performance (%)

  2014 2013 2012 2011 2010
Fund -4.77 22.82 13.89 -8.70 14.65
Sector 0.64 21.73 14.33 -7.14 16.16

Asset Allocation ( Underlying )

breakdown chart
  Asset Class % of Fund
UK Equities 95.04
Liquid Assets 2.26
Irish Equities 1.96
Emirian Equities 0.60
Australian Equities 0.14

Regional Breakdown ( Underlying )

breakdown chart
  Region % of Fund
UK 95.04
Money Market 2.26
Ireland 1.96
United Arab Emirates 0.60
Australia 0.14

Sector Breakdown ( Underlying )

breakdown chart
  Sector % of Fund
Financials 20.58
Oil & Gas 14.96
Consumer Goods 13.53
Consumer Services 12.44
Industrials 11.92
Basic Materials 9.89
Telecommunications 5.64
Health Care 5.45
Money Market 2.26
Technology 2.23
Utilities 1.10

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.