Register to get unlimited access to all of Citywire’s Fund Manager database. Registration is free and only takes a minute.

Standard Life Inv International Trust

Ranked 8 out of 313 in - Global Equities over 12 months
All calculations are in GBP

Managed by

Colette Conboy

Objective

The investment objective of the trust is to maximise the total investment return from capital and net income combined. The investment policy of the trust is to invest on an international basis in an actively managed portfolio consisting wholly or mainly of equities and equity-type investments. The portfolio will normally offer diversification by geographic area and industry sector.

Performance

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

Total Return

Quarterly Performance

to 30/09/2014 Annual Q1 Q2 Q3 Q4
2014 8.9% 0.3% 3.8% 4.6%
2013 33.1% 17.3% 2.9% 3.5% 6.6%
2012 12.8% 12.1% -5.8% 6.0% 0.8%
2011 -7.2% 0.9% -1.2% -12.8% 6.7%
2010 17.9% 10.0% -12.0% 6.3% 14.6%
2009 20.0% -8.8% 5.0% 20.2% 4.1%
2008 -23.7% -10.0% -2.3% -13.5% 0.2%
2007 13.3% 3.5% 6.1% 3.7% -0.5%
2006 13.2% 7.7% -6.2% 4.5% 7.3%
2005 30.7% 1.4% 6.2% 13.3% 7.1%
2004 10.3% 1.7% -0.7% 1.4% 7.7%
2003 22.6% -2.4% 10.7% 5.2% 7.9%
2002 -24.8% 2.6% -12.8% -17.0% 1.3%
2001 -16.5% -10.3% 1.1% -19.5% 14.4%
2000 -7.5% 1.2% -0.7% -2.7% -5.5%
1999 31.7% 3.3% 6.9% -3.5% 23.5%
1998 16.9% 10.8% 0.8% -13.7% 21.3%
1997 6.4% 4.4% 10.2% 2.4% -9.6%
1996 -0.2% 6.3% 0.8% -1.2% -5.7%
1995 4.6% -0.6% 5.3%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/07/2014

Top 10 Holdings

Stock Size
TC5RASYOKO SEP4 5.40
Apple Inc ORD 2.32
Microsoft Corp ORD 2.08
Wells Fargo & Co ORD 1.62
EOG Resources Inc ORD 1.54
Pfizer Inc ORD 1.50
Time Warner Inc ORD 1.48
Amgen Inc ORD 1.39
Merck & Co Inc ORD 1.36
Gilead Sciences Inc ORD 1.36
31/07/2014

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date30/08/1985
  • Share Class size1,713Mn
  • Base currencyGBP
  • ISIN GB0008395617

Purchase Info

  • Min. initial investment50,000
  • Min. additional investment0

Charges

  • Annual management0.1%

Related News

Have buyers been backing the global equity winners or losers?

Where has the global equity money been going over the past year?

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