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Stan Life UK All Companies

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

Karen Robertson

Fund Manager

Domicile

Sector

Currency

Primary Asset Class

Fund Size

GBX 3.00m as at 30-Sep-2014

Unit Name

Stan Life UK All Companies S5

Inc/Acc

Accumulating 

Citicode

QD99

Initial Charge

1.50%

Unit Currency

GBX 

ISIN

GB00B3D4CL42 

Annual Charge

0.13%

Mid

GBX 140.00

Change (Mid)

-4.54 (-3.14%)
02-Dec-2014

Unit LaunchDate

07-Mar-2006

Unit Name

Stan Life UK All Companies S1

Inc/Acc

Accumulating 

Citicode

YY26

Initial Charge

0.00%

Unit Currency

GBX 

ISIN

GB00B3BDST38 

Annual Charge

1.00%

Bid

GBX 176.70

Offer

GBX 186.00

Change (Offer)

-5.70 (-3.13%)
02-Dec-2014

Unit LaunchDate

13-Sep-2004

Unit Name

Stan Life UK All Companies S2

Inc/Acc

Accumulating 

Citicode

YY29

Initial Charge

0.00%

Unit Currency

GBX 

ISIN

GB00B3BDSV59 

Annual Charge

1.50%

Mid

GBX 161.07

Change (Mid)

-5.23 (-3.14%)
02-Dec-2014

Unit LaunchDate

05-Oct-2004

Performance Overview

Performance Charts

Cumulative Performance

  YTD 3m 6m 1y 3y 5y
Fund -5.76 -4.33 -3.55 -2.32 29.07 44.48
Sector -2.89 -3.54 -2.61 -0.09 38.11 49.41
 

Discrete Performance (%)

  2013 2012 2011 2010 2009
Fund 20.89 10.31 -0.14 12.28 19.20
Sector 21.73 14.33 -7.14 16.16 27.84

Asset Allocation

breakdown chart
  Asset Class % of Fund
UK Equities 98.60
Cash and Other 1.40

Regional Breakdown

breakdown chart
  Region % of Fund
UK 98.60
Cash and Other 1.40

Sector Breakdown

breakdown chart
  Sector % of Fund
Financials 23.80
Consumer Services 14.70
Consumer Goods 13.90
Oil & Gas 12.60
Industrials 10.60
Basic Materials 8.70
Telecommunications 5.80
Health Care 5.50
Utilities 1.80
Cash and Other 1.40
Technology 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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