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Standard Life Inv Global Advantage

Ranked 46 out of 243 in - Aggressive GBP over 12 months
All calculations are in GBP unless stated

Managed by

Scott Smith

Scott Smith, CFA, IMC is an investment director at Standard Life Investments. He joined the firm in 2006 as a performance analyst, working on a broad range of funds covering fixed-interest, equities and property. In 2010 he moved to the multi-asset investing team where he is responsible for managing EDGF and multi-asset pension funds. Scott graduated from the University of Glasgow with a degree (Hons) in Economics and an MA in International Finance and Economic Policy.

Objective

The fund aims to provide long term growth whilst investing in a diversified portfolio of equities and bonds. These assets can be from both the UK and overseas. The fund is predominantly equity based (with a bias towards the UK) and may also invest in government, corporate and other bonds. It is actively managed by our investment team, who will vary the proportions held in each asset class to try to take advantage of opportunities they have identified.

Showing fund performance in United Kingdom View performance globally

Performance

Aggressive GBP over : 30/11/2016 - 30/11/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 4.6% 1.4% 1.8%
2016 14.1% -0.8% 1.7% 9.8% 3.0%
2015 3.0% 7.0% -3.3% -6.5% 6.4%
2014 3.4% -0.2% 0.6% 0.9% 2.0%
2013 17.2% 8.1% -0.4% 5.2% 3.5%
2012 13.0% 6.8% -3.8% 6.1% 3.7%
2011 -4.2% 0.2% 0.8% -9.8% 5.1%
2010 14.1% 6.0% -9.0% 10.0% 7.6%
2009 17.3% -8.7% 8.2% 16.3% 2.1%
2008 -21.3% -8.3% -1.7% -9.3% -3.7%
2007 5.5% 3.0% 3.2% 0.0% -0.8%
2006 12.3% 6.8% -5.0% 4.5% 5.9%
2005 22.1% 2.2% 4.6% 8.5% 5.3%
2004 10.1% 1.0% 1.4% 1.6% 5.9%
2003 18.5% -1.7% 9.6% 3.9% 5.9%
2002 -20.0% 0.9% -10.6% -11.8% 0.5%
2001 -11.4% -7.4% 1.1% -13.8% 9.8%
2000 -4.1% -1.5% -1.3% 0.5% -1.8%
1999 19.0% 4.5% 2.8% -3.4% 14.7%
1998 15.7% 12.8% 1.5% -10.8% 13.3%
1997 10.9% 4.3% 6.5% 4.8% -4.7%
1996 6.0% 3.5% 0.5% 2.5% -0.6%
1995 5.2%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/07/2017

Top 10 Holdings

Stock Size
SLI Glo SICAV Global Bond Z USD 8.85
Standard Life Inv Pacific Basin Acc 6.31
Standard Life Inv Japan Acc 5.74
ME HSFO 380 SEP7 2.98
HSBC Holdings PLC ORD 1.97
Royal Dutch Shell Plc B ORD 1.55
BP PLC ORD 1.39
SLI Glo SICAV Global High Yield Bond Z USD 1.36
Prudential PLC ORD 1.01
British American Tobacco PLC ORD 0.93
31/07/2017

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date26/09/1990
  • Share Class size600Mn
  • Base currencyGBP
  • ISIN GB0004330261

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment50

Charges

  • Annual management1.25%
  • Initial investment4

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