Standard Life Investments UK Equity Recovery Ret Platform 1 Acc Fund factsheet | FE Trustnet

Standard Life Investments UK Equity Recovery Ret Platform 1 Acc

Fund objective

The fund aims to provide long term capital growth by investing in UK equities. The fund is primarily invested in 'recovery' shares listed on the UK stock market and these will generally be companies of a large and medium size. The fund is actively managed by our investment team who will select stocks to try to take advantage of the opportunities they have identified. Past performance is not a guide to future returns and future returns are not guaranteed. The price of assets and the income from them may go down as well as up and cannot be guaranteed; an investor may receive back less than their original investment. The fund may use derivatives to reduce risk or cost, or to generate additional capital or income at low risk. Usage of derivatives is monitored to ensure that the fund is not exposed to excessive or unintended risks. The value of assets held within the fund may rise and fall as a result of exchange rate fluctuations.

Cumulative Performance
Created with Highstock 6.1.320142015201620172018-25.0%0.0%25.0%50.0%75.0%100.0%10/12/2013 - 10/12/2018 Data from FE Analytics
Time Periods
Standard Life Investments UK Equity Recovery Ret Platform 1 Acc
 3 m6 m1 yr3 yr5 yr
-11.7-18.0-7.152.339.1
-10.1-13.1-7.015.523.4
Position192/265237/265151/2621/24926/236
Quartile Ranking34311
Performance Criteria

Performance as at 10/12/2018. Performance figures are shown in Pound sterling (GBP). Total return performance figures are calculated on a bid price to bid price basis (mid to mid for OEICs) with net income (dividends) reinvested. The quartile rank is for the main unit within the sector.

The performance prior to the First Price Date (01/08/2012) of this RDR clean share class has been appended from (Standard Life Investments UK Equity Recovery Ret Acc) - (GB00B3L7SD93) share class.

Discrete Performance
Created with Highstock 6.1.30-12 m12-24 m24-36 m36-48 m48-60 m-25%0%25%50%75%Data from FE Analytics
Standard Life Investments UK Equity Recovery Ret Platform 1 Acc
  0 - 12 m 12 - 24 m 24 - 36 m 36 - 48 m 48 - 60 m
-7.13.458.5-8.80.2
-7.012.510.33.73.0
Performance Criteria

Performance as at 10/12/2018. Performance figures are shown in Pound sterling (GBP). Total return performance figures are calculated on a bid price to bid price basis (mid to mid for OEICs) with net income (dividends) reinvested.

The performance prior to the First Price Date (01/08/2012) of this RDR clean share class has been appended from (Standard Life Investments UK Equity Recovery Ret Acc) - (GB00B3L7SD93) share class.

Ratio Information
 1 yr3 yr
Volatility13.4518.40
Alpha2.459.38
Beta0.991.42
Sharpe-0.010.72
Info Ratio0.300.81
R20.700.53
Quartiles
1
2
3
4
Ratio Criteria

Ratios are calculated on a monthly return basis, figures are annualised and the fund's sector average is used as a benchmark where applicable.

View other funds in the sector

Fund Manager

Andrew HuntSince 14/03/2017

Andrew is responsible for the management of the UK Equity Recovery Fund, as well as analysing the Mining, Food & Drug Retailers, Non-Life Insurance and Pubs sectors. Andrew joined the UK Equity Team...

Primary Manager

FE Alpha Manager Rated
Unit Information
Mid price:113.30p (10/12/2018)
Price change:-1.10p  / -0.96%
Yield:1.35
OCF:1.03%
AMC:0.85%
Performance Fee:-
Pricing Times:7.30 Daily
Dividend Frequency:1
Clean Share Class:Yes
Citicode:10G6
Fund Information
Fund Type:OEIC
Group Name:Standard Life Investments
Sector:IA UK All Companies
Asset Class:Equity
Fund Launch:06/03/2009
Fund Size:£64.40m (31/10/2018)
Multi-Manager:No
Own ISA Wrapper:Yes
Trustee / Depositary:Citibank Europe plc
FE Risk Score:147
Morningstar Analyst Rating:-
Asset Class Breakdown (31/10/2018)
Created with Highstock 6.1.3
RankAsset%
1UK Equities96.20
2Money Market3.80
Top Holdings (31/10/2018)
RankLargest Holdings%
1SAFESTYLE UK PLC6.10
2ACCROL GROUP HLDGS PLC4.40
3ACACIA MINING PLC3.90
4MCCARTHY & STONE PLC3.90
5JUST GROUP PLC3.80
6NOSTRUM OIL & GAS PLC3.60
7STANDARD CHARTERED3.60
8INTU PROPERTIES PLC3.40
9PETROFAC3.40
10MITIE GROUP3.30
Contact Details

1 George Street, Edinburgh, EH2 2LL

44 20 7506 5600 http://www.standardlifeinvestments.com
questions@standardlifeaberdeenshares.com

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