Standard Life Investments UK Equity High Alpha Retail Platform 1 Acc

Name
Standard Life Investments UK Equity High Alpha Retail Platform 1 Acc
Manager
Standard Life Investments
Type
Open Ended Investment Company
ISIN
GB00B76G2B50
Sector
UK All Companies
Launched
14/05/2012
OCF
0.9 %
Risk Rating
5
3 Year Sharpe
0.57
3 Year Alpha
-0.33
Yield
3.2 %
Benchmark
IA UK All Companies Sector
The objective of the Fund is to maximise returns whilst maintaining a balance between capital appreciation and income. The investment policy of the Fund is to invest mostly in UK equities and equity type investments of companies listed on the UK stock exchange or 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. The Fund may also invest in fixed interest securities as well as in other transferable securities, money-market instruments, deposits, cash and near cash, derivatives and collective investment schemes.
Holding %
Royal Dutch Shell PLC B 7.15 %
GVC Holdings PLC 5.07 %
Shire PLC 4.89 %
BP PLC 4.84 %
RPC Group PLC 3.94 %
Vodafone Group PLC 3.52 %
Onesavings Bank PLC 3.28 %
Rio Tinto PLC 3.23 %
Dixons Carphone PLC 2.91 %
Aviva PLC 2.53 %
Region %
United Kingdom 93.28 %
United States 5.04 %
Sector %
Consumer Cyclical 32.13 %
Financial Services 16.38 %
Energy 14.32 %
Basic materials 11.61 %
Consumer Defensive 8.91 %
Healthcare 5.87 %
Name
Standard Life Investments
Address
EH2 2LL, Edinburgh, United Kingdom
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

Frederik Nassauer
Joined 04/04/2018

Data provided by Morningstar.

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