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Standard Life Inv UK Equity Recovery

Ranked 1 out of 258 in - UK (All Companies) over 12 months
All calculations are in GBP unless stated

Managed by

David Cumming

David Cumming was born in the United Kingdom and earned his an MA (Hons) degree in Economics and Accounting from the University of Edinburgh. His career began in 1983 at Royal London Mutual as a UK investment analyst. In 1985 he moved to Edinburgh Fund Managers where he was a UK unit trust fund manager and after that he was a director at Morgan Greenfell Asset Management. David currently works for Standard Life Investments holding the position of head of UK equities. He is an Associate of the Society of Investment Analysts.

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 : 28/02/2016 - 28/02/2017
  • Rank 1/258 Total Return
  • Rank 257/258 Standard Deviation
  • Rank 244/258 Max Drawdown

Total Return

Quarterly Performance

to 01/01/2017 Annual Q1 Q2 Q3 Q4
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

31/12/2016

Top 10 Holdings

Stock Size
Barclays PLC ORD 4.82
Glencore PLC ORD 4.48
Anglo American PLC ORD 4.42
Standard Chartered PLC ORD 3.91
EI Group PLC ORD 3.64
International Consolidated Airlines Group SA ORD 3.42
Mitchells & Butlers PLC ORD 3.28
Aviva PLC ORD 3.26
Trinity Mirror PLC ORD 3.20
Virgin Money Holdings (UK) PLC ORD 2.94
31/12/2016

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date06/03/2009
  • Share Class size67Mn
  • 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).