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Standard Life Inv UK Equity Recovery

Ranked 4 out of 255 in - UK (All Companies) over 12 months
All calculations are in GBP unless stated

Managed by

Andrew Hunt

Andrew Hunt joined the UK Equity Team in June 2016 as Investment Director. Andrew joined Standard Life Investments from Baillie Gifford, where he worked for ten years as Investment Analyst and subsequently Investment Manager, with experience of global, UK and European equities, as well as credit. He has a decade of experience in the industry. Andrew is responsible for researching the Electronics & Electrical Equipment, Automobile & Parts, Food Retail, Mining and Non Life Insurance sectors. Andrew hold a BA (1st Class Honours) in Law from Girton College, University of Cambridge.

Objective

The fund aims to provide long term capital growth by investing in UK equities. The fund is primarily invested in the shares of recovery' large and medium sized companies listed on the UK stock market and is actively managed by our investment team who will select stocks to try to take advantage of the opportunities they have identified.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

UK (All Companies) over : 31/05/2016 - 31/05/2017

Total Return

Quarterly Performance

to 31/03/2017 Annual Q1 Q2 Q3 Q4
2017 5.0%
2016 51.0% 12.2% -3.4% 23.0% 13.3%
2015 -7.2% 3.3% 2.2% -16.5% 5.3%
2014 -3.6% 2.6% -2.0% -3.9% -0.2%
2013 30.3% 7.7% 1.0% 14.4% 4.7%
2012 42.0% 20.6% -13.7% 16.9% 16.7%
2011 -28.2% -2.8% -3.0% -24.1% 0.3%
2010 19.0% 8.0% -16.8% 20.2% 10.2%
2009 36.2% 39.1% -1.1%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/04/2017

Top 10 Holdings

Stock Size
Anglo American PLC ORD 4.83
Standard Chartered PLC ORD 4.28
Aviva PLC ORD 4.09
Barclays PLC ORD 3.89
EI Group PLC ORD 3.76
Trinity Mirror PLC ORD 3.70
Virgin Money Holdings (UK) PLC ORD 3.64
Gulf Marine Services PLC ORD 3.36
Thomas Cook Group plc ORD 3.26
Capita PLC ORD 3.16
30/04/2017

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date06/03/2009
  • Share Class size48Mn
  • Base currencyGBP
  • ISIN GB00B3L7SD93

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

  • Annual management1.60%
  • Initial investment4

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in GBP).