To continue using FE Trustnet please choose an edition:

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

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 interest rates will rise before the general election?

Yes
No

Vote

 
You are here: Factsheet
 

Stan Life UK Equity

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

GBX 240.40m as at 30-Sep-2014

Unit Name

Stan Life UK Equity S3

Inc/Acc

Accumulating 

Citicode

J334

Initial Charge

0.00%

Unit Currency

GBX 

ISIN

GB00B3L4JX77 

Annual Charge

0.75%

Bid

GBX 3523.40

Offer

GBX 3708.90

Change (Offer)

-3.20 (-0.09%)
24-Oct-2014

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 3442.70

Offer

GBX 3623.90

Change (Offer)

-3.10 (-0.09%)
24-Oct-2014

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 185.72

Change (Mid)

-0.17 (-0.09%)
24-Oct-2014

Unit LaunchDate

05-Oct-2004

Performance Overview

Performance Charts

Cumulative Performance

  YTD 3m 6m 1y 3y 5y
Fund -4.49 -3.57 -3.92 -3.06 29.89 34.58
Sector -3.33 -3.39 -3.50 -1.30 35.25 46.72
 

Discrete Performance (%)

  2013 2012 2011 2010 2009
Fund 19.51 12.96 -7.48 11.46 27.65
Sector 21.73 14.33 -7.14 16.16 27.84

Asset Allocation

breakdown chart
  Asset Class % of Fund
UK Equities 98.80
Cash and Other 1.20

Regional Breakdown

breakdown chart
  Region % of Fund
UK 98.80
Cash and Other 1.20

Sector Breakdown

breakdown chart
  Sector % of Fund
Financials 23.90
Consumer Services 14.70
Consumer Goods 13.90
Oil & Gas 12.60
Industrials 10.70
Basic Materials 8.70
Telecommunications 5.80
Health Care 5.50
Utilities 1.80
Technology 1.20
Cash & Other 1.20

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.