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Standard Life Wealth Balanced Bridge -INC UNITS

Ranked 52 out of 226 in - Aggressive GBP over 12 months
All calculations are in GBP

Objective

The objective of the fund is to provide a combination of income and growth through a portfolio of UK and international securities. The fund may also invest in warrants, deposits, approved money market instruments, collective investment schemes, derivative instruments and forward transactions. The fund will follow a mixed portfolio approach comprising company shares and similar investments and bonds and similar debt investments. It will invest in bonds, issued by governments and companies, with high and low credit ratings (i.e. investment grade and sub-investment grade bonds as rated by Standard and Poor's or similar agencies). Additionally the fund may invest in other mutual funds.

Performance

Aggressive GBP over : 31/10/2013 - 31/10/2014

Total Return

Quarterly Performance

to 31/10/2014 Annual Q1 Q2 Q3 Q4
2014 4.3% 0.7% 1.3% 1.4% 0.8%
2013 10.1% 8.6% -1.9% 0.9% 2.4%
2012 8.9% 4.4% 0.1% 4.5% -0.3%
2011 -4.2% 1.1% 0.0% -8.5% 3.6%
2010 15.7% 4.6% -4.3% 9.1% 6.0%
2009 18.4% -5.1% 5.3% 13.9% 4.0%
2008 -23.0% -7.1% 2.4% -11.9% -8.2%
2007 11.8% 2.6% 4.6% 1.8% 2.4%
2006 11.7% 7.8% -3.5% 2.4% 4.9%
2005 20.6% 2.8% 4.4% 7.9% 4.1%
2004 11.9% 2.2% 0.6% 3.3% 5.3%
2003 18.1% -3.4% 10.5% 3.5% 6.9%
2002 -14.8% 1.3% -7.8% -12.7% 4.4%
2001 -7.8% -5.3% 3.1% -12.1% 7.4%
2000 2.1% -1.0% 2.6% 0.3% 0.2%
1999 25.3% 11.0% 3.1% -2.8% 12.6%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/05/2012

Top 10 Holdings

Stock Size
Forward General Security 5.66
Money Market Fund 5.36
United Kingdom 3.750% 07-Sep-2020 3.65
United Kingdom 0.000% 03-Sep-2012 3.42
Royal Dutch Shell Plc B ORD 2.75
Newton Global Dynamic Bond X Net GBP Inc 2.63
United Kingdom 4.250% 07-Dec-2040 2.13
United Kingdom 1.250% 22-Nov-2017 2.07
SSE PLC ORD 2.07
ETFS PHYSICAL GOLD ETC 1.95
31/05/2012

Registered For Sale In

  1. Australia
  2. United Kingdom

Fund Info

  • Launch date23/12/1998
  • Share Class size378Mn
  • Base currencyGBP
  • ISIN GB0004833660

Purchase Info

  • Min. initial investment100,000
  • Min. additional investment0

Charges

  • Annual management0.8%
  • Initial investment6

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