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See UBS US Equity fund as a pension fund
See underlying UBS US Equity fund

Stan Life UBS US Equity

Underlying Fund

FE Crown Rating ( Underlying )

Fund Objective ( Underlying )

This Fund aims to achieve long-term capital growth through active managementof a diversified portfolio invested primarily in US equities.

Fund Manager ( Underlying )

Thomas Digenan

Domicile

Sector

Currency

Primary Asset Class

Fund Size

GBX 1.00m as at 31-Mar-2006

Downloads ( Underlying )

Unit Name

Stan Life UBS US Equity S5

Inc/Acc

Accumulating 

Citicode

QE97

Initial Charge

1.50%

Unit Currency

GBX 

ISIN

GB00B3D4CY70 

Annual Charge

0.38%

Mid

GBX 165.67

Change (Mid)

3.25 (2.00%)
19-Dec-2014

Unit LaunchDate

09-Mar-2006

Unit Name

Stan Life UBS US Equity S1

Inc/Acc

Accumulating 

Citicode

ZB31

Initial Charge

0.00%

Unit Currency

GBX 

ISIN

GB00B3BDSR14 

Annual Charge

1.35%

Bid

GBX 198.20

Offer

GBX 208.70

Change (Offer)

3.90 (2.01%)
19-Dec-2014

Unit LaunchDate

16-Jul-2004

Unit Name

Stan Life UBS US Equity S2

Inc/Acc

Accumulating 

Citicode

ZB32

Initial Charge

0.00%

Unit Currency

GBX 

ISIN

GB00B3BDSS21 

Annual Charge

1.85%

Mid

GBX 197.67

Change (Mid)

3.87 (2.00%)
19-Dec-2014

Unit LaunchDate

16-Jul-2004

Performance Overview

Performance Charts

Cumulative Performance

  YTD 3m 6m 1y 3y 5y
Fund 15.91 5.37 10.17 16.93 58.69 73.86
Sector 13.82 5.04 10.83 15.13 55.53 74.69
Benchmark 19.87 7.14 15.27 21.16 81.93 115.20
 

Discrete Performance (%)

  2013 2012 2011 2010 2009
Fund 26.48 4.24 -2.19 13.62 19.94
Sector 24.94 6.17 -2.58 15.56 18.69
Benchmark 30.64 11.31 2.26 19.75 14.35

Asset Allocation ( Underlying )

breakdown chart
  Asset Class % of Fund
US Equities 100.00

Regional Breakdown ( Underlying )

breakdown chart
  Region % of Fund
USA 100.00

Sector Breakdown ( Underlying )

breakdown chart
  Sector % of Fund
Financials 19.70
Information Technology 17.60
Health Care 16.40
Consumer Discretionary 15.10
Industrials 10.40
Consumer Staples 9.80
Energy 7.20
Materials 3.20
Others 0.60

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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