Standard Life Investments UK Equity Income Unconstrained Retail Platform 1 Acc

Name
Standard Life Investments UK Equity Income Unconstrained Retail Platform 1 Acc
Manager
Standard Life Investments
Type
Open Ended Investment Company
ISIN
GB00B79X9673
Sector
UK Equity Income
Launched
30/05/2012
OCF
1.15 %
Risk Rating
5
3 Year Sharpe
0.41
3 Year Alpha
-1.93
Yield
4 %
Benchmark
IA UK Equity Income Sector
The investment objective of the Fund is to provide a high level of income with some capital appreciation over the longer term. The investment policy of the Fund is to invest substantially in high yielding equities and equity type investments of UK companies or companies which, in the opinion of the ACD, carry on a substantial part of their operations in the UK. "Equity type investments" will include convertible stocks, stock exchange listed warrants, depositary receipts and any other such investments which entitle the holder to subscribe for or convert into the equity of the company and / or where the share price performance is, in the opinion of the ACD, influenced significantly by the stock market performance of the company’s ordinary shares. "UK companies" will include companies incorporated in the UK or companies listed on a UK stock exchange which may not be incorporated in the UK or have the majority of their economic activity in the UK.
Holding %
Rio Tinto PLC 3.78 %
John Laing Group PLC 3.50 %
BP PLC 3.49 %
Royal Dutch Shell PLC Class A 3.43 %
HSBC Holdings PLC 3.04 %
GVC Holdings PLC 2.97 %
Aviva PLC 2.90 %
National Express Group PLC 2.82 %
Close Brothers Group PLC 2.70 %
Cineworld Group PLC 2.60 %
Region %
United Kingdom 97.52 %
Sector %
Financial Services 35.37 %
Industrials 16.65 %
Consumer Cyclical 12.57 %
Energy 10.54 %
Basic materials 9.72 %
Name
Standard Life Investments
Address
EH2 2LL, Edinburgh, United Kingdom
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

Thomas Moore
Joined 01/01/2009

Thomas Moore was graduated from Exeter University with a BA in economics and politics. Thomas Moore is an Investment Director on the UK desk at Standard Life Investments. He began his career in 1998 joining Schroder Investment Management as Assistant Fund Manager, UK Equities. He joined Standard Life Investments in 2002 as an Investment Analyst. He then managed EMEA portfolios before moving to the UK Equities in 2006. He is an associate member of the CFA.

Data provided by Morningstar.

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