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Standard Life Inv Glo Equity Unconstrained

Ranked 22 out of 313 in - Global Equities over 12 months
All calculations are in GBP

Managed by

Mikhail Zverev

Mikhail Zverev was born in St Petersburg in the Russian Federation in 1976 and graduated from the Petersburg State Technical University with a BSc in physics, and he graduated from the London School of Economics with a MSc in accounting and finance. He is also a holder of the Investment Management Certificate (IMC) and is a CFA Charterholder. Mikhail started his career in 1998 at Trigon Capital as an analyst in investment banking. He joined Schroder Salomon Smith Barney in 2001 where he was an analyst within mergers and acquisitions. Mikhail joined First State Investments in 2002 where he was a senior analyst within UK equities and in 2007 he joined Standard Life Investments where he is currently an investment director within global equities.

Objective

The fund aims to provide long term growth by investing in a diversified portfolio of global equity assets. The investment team will maintain a diverse asset mix at country, sector and stock level, with the regional, country and sector weightings within the portfolio being a by-product of the underlying stock exposure. Their primary focus is on stock selection 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.

Performance

Global Equities over : 30/09/2013 - 30/09/2014

Total Return

Quarterly Performance

to 30/09/2014 Annual Q1 Q2 Q3 Q4
2014 6.5% 2.5% 2.4% 1.6%
2013 25.0% 12.6% 0.2% 4.2% 6.3%
2012 14.6% 11.1% -8.9% 10.6% 2.4%
2011 -9.5% -0.2% 1.8% -16.1% 6.2%
2010 23.6% 9.0% -10.4% 10.7% 14.3%
2009 35.7% -9.2% 14.9% 25.9% 3.3%
2008 -34.6% -11.4% -2.8% -13.0% -12.8%
2007 7.0% 5.9% 5.3% 0.0% -3.9%
2006 7.1% 5.3% -6.9% 4.1% 5.0%
2005 18.5% 0.6% 4.9% 7.8% 4.2%
2004 3.3% -0.1% 1.8% -2.2% 3.7%
2003 16.2% -1.3% 8.4% 3.8% 4.6%
2002 -29.2% -2.9% -16.1% -15.3% 2.7%
2001 -11.2% -10.1% 6.2% -18.6% 14.3%
2000 -11.5% 2.8% -2.8% -0.9% -10.6%
1999 33.5% 4.8% 6.8% -4.2% 24.5%
1998 4.0% 4.0%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/07/2014

Top 10 Holdings

Stock Size
Alliance Data Systems Corp ORD 2.52
Lazard Ltd ORD 2.46
First Republic Bank ORD 2.43
Seven & i Holdings Co Ltd ORD 2.42
Vipshop Holdings Ltd DR 2.41
TJX Companies Inc ORD 2.38
Halliburton Co ORD 2.38
J B Hunt Transport Services Inc ORD 2.34
Oil Search Ltd ORD 2.32
ROCHE HOLDING G PAR 2.29
31/07/2014

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date16/11/1998
  • Share Class size126Mn
  • Base currencyGBP
  • ISIN GB0004483540

Purchase Info

  • Min. initial investment500
  • Min. additional investment50

Charges

  • Annual management1.6%
  • Initial investment4

Related News

SLI's A-rated Zverev: what the market is missing on Lloyds

Investors are being slow to recognise genuine good news about financials, and Mikhail Zverev, Standard Life Investments' global equities head, said they are missing a key point about Lloyds' turnaround.

SLI's names Zverev global equity head after Phillips defection

Standard Life Investments has named Mikhail Zverev as head of global equities, following on from the departure of Lance Phillips for Legal & General Investment Management.

Absolute Insight accused of 'milking' clients with fee hike

Absolute Insight is closing existing share classes in its Credit fund and is opening new classes with double the performance fee.

SLI hikes annual fees on nine funds

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