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Stan Life UK Equity

2 FE Trustnet

FE Crown Rating

Fund Objective

The fund aims to provide long term growth and is designed for investors who are looking for exposure to the UK equity market by investing in a diversified portfolio of UK equity assets. The fund invests predominantly in the shares of large and medium sized companies listed on the UK stock markets and is actively managed by our investment team, who will select stocks to try to take advantage of opportunities they have identified. 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 purposes of efficient portfolio management, reduction of risk or to meet its investment objective if this is permitted and appropriate.

Fund Manager

Karen Robertson

Fund Manager

Domicile

Sector

Currency

Primary Asset Class

Fund Size

GBP 244.90m as at 31-Mar-2015

Unit Name

Stan Life UK Equity S3

Inc/Acc

Accumulating 

Citicode

J334

Initial Charge

n/a

Unit Currency

GBX 

ISIN

GB00B3L4JX77 

Annual Charge

0.75%

Bid

GBX 3796.80

Offer

GBX 3996.70

Change (Offer)

-13.60 (-0.36%)
03-Jul-2015

Unit LaunchDate

29-Oct-1979

Unit Name

Stan Life UK Equity S1

Inc/Acc

Accumulating 

Citicode

ST05

Initial Charge

0.00%

Unit Currency

GBX 

ISIN

GB0008393893 

Annual Charge

1.00%

Bid

GBX 3703.40

Offer

GBX 3898.40

Change (Offer)

-13.30 (-0.36%)
03-Jul-2015

Unit LaunchDate

29-Oct-1979

Unit Name

Stan Life UK Equity S2

Inc/Acc

Accumulating 

Citicode

YZ91

Initial Charge

0.00%

Unit Currency

GBX 

ISIN

GB00B3BDSW66 

Annual Charge

1.50%

Mid

GBX 199.10

Change (Mid)

-0.72 (-0.36%)
03-Jul-2015

Unit LaunchDate

05-Oct-2004

Performance Overview

Performance Charts

Cumulative Performance

  YTD 3m 6m 1y 3y 5y
Fund 4.60 0.33 4.80 2.64 31.21 57.32
Sector 5.76 0.69 5.68 5.50 40.29 68.54

Discrete Performance (%)

  2014 2013 2012 2011 2010
Fund -1.78 19.51 12.96 -7.48 11.46
Sector 0.64 21.73 14.33 -7.14 16.16

Asset Allocation

breakdown chart
  Asset Class % of Fund
UK Equities 100.00

Regional Breakdown

breakdown chart
  Region % of Fund
UK 100.00

Sector Breakdown

breakdown chart
  Sector % of Fund
Financials 23.20
Consumer Goods 16.10
Consumer Services 15.80
Industrials 12.30
Oil & Gas 10.00
Telecommunications 6.90
Health Care 6.10
Basic Materials 6.00
Utilities 2.30
Cash & Other 0.80
Technology 0.50
 

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.