Standard Life Investments UK Ethical Retail Platform 1 Acc

Name
Standard Life Investments UK Ethical Retail Platform 1 Acc
Manager
Standard Life Investments
Type
Open Ended Investment Company
ISIN
GB00B6Y80X40
Sector
UK All Companies
Launched
17/05/2012
OCF
0.9 %
Risk Rating
5
3 Year Sharpe
0.77
3 Year Alpha
3.95
Yield
1.3 %
Benchmark
IA UK All Companies Ethical Subsector
The objective of the Fund is to provide capital appreciation. It is intended that income will not be a prime consideration. The investment policy of the Fund is to invest mostly in equities and equity type investments of companies listed on a UK stock exchange or which, in the opinion of the ACD, carry on a substantial part of their operations in the UK. Investments will comply with certain ethical criteria. “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.
Holding %
Fevertree Drinks PLC 4.24 %
NMC Health PLC 3.86 %
Bellway PLC 3.53 %
boohoo.com PLC 3.05 %
Prudential PLC 2.97 %
Howden Joinery Group PLC 2.49 %
Smith (DS) PLC 2.44 %
Redrow PLC 2.43 %
Vodafone Group PLC 2.31 %
Close Brothers Group PLC 2.21 %
Region %
United Kingdom 91.11 %
Sector %
Consumer Cyclical 31.86 %
Financial Services 17.85 %
Technology 13.90 %
Industrials 11.08 %
Consumer Defensive 5.40 %
Healthcare 5.20 %
Name
Standard Life Investments
Address
EH2 2LL, Edinburgh, United Kingdom
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

Lesley Duncan
Joined 06/01/2004

Data provided by Morningstar.

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