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Standard Life Inv Glo Abs Ret Strategies

Ranked 18 out of 26 in - Multi Strategy over 12 months
All calculations are in GBP unless stated

Managed by

Roger Sadewsky

Guy Stern

Guy Stern is an investment director and head of multi-asset management at Standard Life Investments since April 2002. He is responsible for overseeing the asset allocation on over £77bn of assets in company`s multi-asset portfolios. Guy is chartered financial analyst and studied economics and communications at Rutgers University in New Jersey.

Objective

The Fund aims to provide positive investment returns in all market conditions over the medium to long term. The investment team who actively manage the fund have a wide investment remit to help them try to achieve this aim. The team look to exploit market inefficiencies through active allocation to a diverse range of market positions. The fund manager utilises a combination of traditional assets (such as equities and bonds) and investment strategies based on advanced derivative techniques resulting in a highly diversified portfolio. The fund can take long and short positions in markets, securities and groups of securities through derivative contracts.

Showing fund performance in United Kingdom View performance globally

Performance

Multi Strategy over : 31/07/2015 - 31/07/2016
  • Rank 18/26 Total Return
  • Rank 14/26 Standard Deviation
  • Rank 12/26 Max Drawdown
Fund Name Currency Return
16 NN (L) Alternative Beta I Cap GBP Hdgi

Currency exposure is hedged

Currency exposure is hedged

GBP

-2.6%

17 BSF Multi-Strategy Absolute Return I2 GBP GBP

-3.8%

18 Standard Life Inv Glo Abs Ret Strategies Inst Acc GBP

-4.5%

19 UBS O’Connor Oppnstic UCITS GBP Hdg Q PF Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

-4.5%

20 TM Fulcrum Diversified Absolute Return C GBP Acc GBP

-4.9%

Fund Name Currency Risk
12 Goldman Sachs Abs Return Tracker Pf I Acc GBP-H

Currency exposure is hedged

Currency exposure is hedged

GBP

5.1

13 Sanlam FOUR Multi-Strategy B GBP GBP

5.3

14 Standard Life Inv Glo Abs Ret Strategies Inst Acc GBP

5.4

15 NN (L) Alternative Beta I Cap GBP Hdgi

Currency exposure is hedged

Currency exposure is hedged

GBP

5.4

16 Insight Global Abs Return Sterling Acc Shares GBP

5.5

Fund Name Currency Loss
10 Veritas Global Real Return GBP B

Currency exposure is hedged

Currency exposure is hedged

GBP

-3.9%

11 BSF Multi-Strategy Absolute Return I2 GBP GBP

-5.0%

12 Standard Life Inv Glo Abs Ret Strategies Inst Acc GBP

-5.3%

13 Goldman Sachs Abs Return Tracker Pf I Acc GBP-H

Currency exposure is hedged

Currency exposure is hedged

GBP

-5.3%

14 MLIS AQR Global Relative Value UCITS GBP A Acc GBP

-5.4%

Total Return

Quarterly Performance

to 30/06/2016 Annual Q1 Q2 Q3 Q4
2016 -3.3% -1.0%
2015 3.2% 4.5% -1.1% -1.9% 1.7%
2014 5.9% 0.2% 1.6% 2.8% 1.2%
2013 7.2% 3.8% -0.4% 0.2% 3.4%
2012 8.0% 5.3% -1.5% 2.9% 1.2%
2011 3.0% 0.3% -1.5% 1.0% 3.3%
2010 10.8% 4.7% 2.0% 4.7% -0.9%
2009 19.4% 0.8% 5.1% 11.2% 1.4%
2008 1.0% -4.2% 3.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date29/01/2008
  • Base currencyGBP
  • ISIN GB00B28S0218

Purchase Info

  • Min. initial investment5Mn
  • Min. regular additional investment0

Charges

  • Annual management0.75%
  • Initial investment0

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