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FE Trustnet Life insurance

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 both exposure to the UK equity market and a range of investment managers. These investment managers are selected for their investment expertise in the UK equity market and are monitored on an ongoing basis. This selection and ongoing monitoring is currently undertaken by Wilshire Associates and is based on extensive research with the aim of blending managers with different investment styles. 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

Wilshire Associates

Fund Manager

Domicile

United Kingdom

Sector

UK All Companies

Currency

GBX

Primary Asset Class

Equity

Fund Size

GBX 3.50m as at 31-Dec-2012

Unit Name Stan Life UK Equity S5 Add this unit to Basket
Inc/Acc Accumulating Citicode QD99 Initial Charge 1.50%	Unit Currency GBX ISIN GB00B3D4CL42 Annual Charge 1.10%
Mid GBX 138.45	Change (Mid) 0.17 (0.13%) 20-May-2013
Unit LaunchDate 07-Mar-2006

Unit Name Stan Life UK Equity S1 Add this unit to Basket
Inc/Acc Accumulating Citicode YY26 Initial Charge 0.00%	Unit Currency GBX ISIN GB00B3BDST38 Annual Charge 1.00%
Bid GBX 177.70 Offer GBX 187.10	Change (Offer) 0.20 (0.11%) 20-May-2013
Unit LaunchDate 13-Sep-2004

Unit Name Stan Life UK Equity S2 Add this unit to Basket
Inc/Acc Accumulating Citicode YY29 Initial Charge 0.00%	Unit Currency GBX ISIN GB00B3BDSV59 Annual Charge 1.50%
Mid GBX 170.04	Change (Mid) 0.21 (0.12%) 20-May-2013
Unit LaunchDate 05-Oct-2004

Performance Overview

Cumulative Performance

	YTD	3m	6m	1y	3y	5y
Fund	14.44	5.78	17.71	27.06	46.57	26.79
Sector	14.54	6.13	19.00	29.60	42.18	27.40

Discrete Performance (%)

	2012	2011	2010	2009	2008
Fund	10.31	-0.14	12.28	19.20	-26.59
Sector	14.33	-7.14	16.16	27.84	-30.41

Asset Allocation

Asset Class

% of Fund

UK Equities

100.00

Regional Breakdown

Region

% of Fund

100.00

Sector Breakdown

Sector

% of Fund

Financials

19.40

Energy

14.10

Consumer Staples

13.90

Industrials

12.00

Health Care

8.60

Consumer Discretionary

8.10

Utilities

7.50

Materials

7.40

Telecom Services

5.60

Information Technology

2.20

Others

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.

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