Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

Standard Life Inv UK Equity Unconstrained

Ranked 6 out of 259 in - UK (All Companies) over 12 months
All calculations are in GBP unless stated

Managed by

Wesley McCoy

Born in 1978, Wesley McCoy obtained a BA Honours in Business Economics from the University of Durham. Wesley joined Standard Life Investments in 1999 after graduating from Durham University as an investment analyst. In January 2005, he was appointed fund manager of the Growth and Income Fund and went on to become portfolio manager from launch of the UK Equity Unconstrained Fund in September 2005. Wesley’s UK Equity Unconstrained Fund’s investment process combines allocation, stock selection, portfolio construction, risk management and dealing. It is research intensive and is built around a focus on changes in investment philosophy. Wesley is a Chartered Financial Analyst.

Objective

The fund aims to provide long term growth by investing in UK equities. The fund typically holds a concentrated portfolio of stocks and is actively managed by our investment team, who will select stocks, without reference to index weight or size, to try to take advantage of opportunities they have identified. Due to the unconstrained nature of the fund investors must be willing to accept a relatively high degree of stock specific risk.

Showing fund performance in United Kingdom View performance globally

Performance

UK (All Companies) over : 30/04/2017 - 30/04/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -5.7%
2017 23.4% 5.3% -1.1% 9.0% 8.8%
2016 -3.1% -4.6% -14.3% 13.2% 4.8%
2015 8.3% 9.1% 3.6% -7.7% 3.8%
2014 -0.2% 2.5% -2.4% -3.4% 3.3%
2013 43.4% 15.6% 2.5% 12.8% 7.3%
2012 44.3% 23.1% -12.8% 19.4% 12.5%
2011 -20.4% 2.4% 2.8% -25.0% 0.8%
2010 38.5% 9.5% -11.9% 24.3% 15.5%
2009 99.4% -2.6% 42.0% 41.3% 2.0%
2008 -40.9% -3.9% -4.6% -16.6% -22.7%
2007 -3.1% 7.4% 2.8% -5.1% -7.6%
2006 35.1% 14.3% -3.9% 5.9% 16.1%
2005 15.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date29/09/2005
  • Share Class size634Mn
  • Base currencyGBX
  • ISIN GB00B0LD3B90

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment10,000

Charges

  • Annual management1.80%
  • Initial investment4

Related News

Cover star investing: 'With passives, you’re just just tracking that loss'

The directors of Wealth Design use a panel of discretionary fund managers to select holdings according to market conditions and see the wood from the investment trees.

Best income funds: Gervais Williams retains top spot

Veteran small cap investor's Miton UK Multi Cap celebrates a year at the top of wealth management firm Sanlam's ranking of UK income funds.

FTSE dives below 6,000 as oil tumbles to 7-year low

FTSE 100 sheds more than 100 points as stocks linked to South Africa slump on tumbling rand, and oil falls to its lowest level in seven years.

Artemis appoints Legget as Steer's successor

Citywire A-rated Steer to step back from day-to-day fund management.

AAA-rated Ed Legget to depart Standard Life Investments

Citywire AAA-rated Ed Legget is to leave after 13 years at the company.

Standard Life Investments UK Equity Unconstrained

Gold funds up, China funds down as world awaits ECB

MARKET BLOG: New figures show gold funds have surged in the past month, while China funds have slumped.

FTSE slides 1.5% as US data revive stagflation fears

MARKET BLOG: The early release of good data on the UK services sector could not lift the gloom after poor US manufacturing figures.

Market Blog: FTSE ends the week up on ECB hopes

Markets across Europe make gains on hopes for action from the European Central Bank (ECB).

Barclays & RBS shares sink as Osborne weighs in

MARKET BLOG: Bank shares sink as pressure grows over Libor probe. Global markets down amid low expectations over EU summit.

...more...

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).