Standard Life Investments UK Equity Recovery Retail Platform 1 Acc

Name
Standard Life Investments UK Equity Recovery Retail Platform 1 Acc
Manager
Standard Life Investments
Type
Open Ended Investment Company
ISIN
GB00B6S67S83
Sector
UK All Companies
Launched
17/05/2012
OCF
1.03 %
Risk Rating
5
3 Year Sharpe
0.77
3 Year Alpha
7.56
Yield
1.2 %
Benchmark
IA UK All Companies Sector
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 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 %
Petrofac Ltd 5.00 %
Lamprell PLC 3.95 %
Thomas Cook Group PLC 3.59 %
Standard Chartered PLC 3.55 %
Virgin Money Holdings (UK) PLC 3.43 %
International Personal Finance PLC 3.39 %
Nostrum Oil & Gas PLC 3.18 %
Tullow Oil PLC 3.09 %
Accrol Group Holdings PLC 2.92 %
Reach PLC 2.75 %
Region %
United Kingdom 86.75 %
Middle East 5.13 %
Sector %
Energy 23.47 %
Financial Services 21.67 %
Industrials 19.01 %
Consumer Cyclical 16.30 %
Basic materials 14.63 %
Name
Standard Life Investments
Address
EH2 2LL, Edinburgh, United Kingdom
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

Andrew Hunt
Joined 03/14/2017

Data provided by Morningstar.

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