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Standard Life Inv Myfolio Multi Mngr V Ret Acc

Ranked 68 out of 243 in - Aggressive GBP over 12 months
All calculations are in GBP unless stated

Managed by

Bambos Hambi

Fund of fund manager Bambos Hambi graduated with a degree in Mathematics from the University of London and began his career in 1978 at Legal & General, in the actuarial department, before moving to their investment division. He joined Morgan Stanley Quilter in 1987 to manage pension and discretionary equity portfolios. He soon progressed to head up a team managing portfolios which focused exclusively on holding collective investments such as unit trusts. After brief stints at Friends Ivory Sime (1997-2001) and Rothschild (2001-2003) running fund of funds - heading up the latters fund of fund desk - he joined Gartmore in November 2003 as head of the groups multi-manager business. He then joined Standard Life Investments in 2011 where he is head of fund of funds management.

Objective

The fund aims to provide a total return from a combination of income and capital appreciation over the longer term, investing mainly in a range of collective investment schemes from selected managers to achieve a broad exposure to diversified investments, including equities, absolute returns, fixed and variable rate interest bearing securities and immoveable property. The fund may also invest in transferable securities, money market instruments, deposits and cash. The investment managers are selected for their investment expertise and are monitored on an ongoing basis. Typically, the fund will have high exposure to assets providing potential for growth, such as equities.

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 3.9% 1.9% 0.5%
2016 13.9% -0.9% 1.6% 8.4% 4.4%
2015 3.3% 5.6% -2.2% -5.8% 6.3%
2014 6.5% -0.5% 1.2% 2.4% 3.3%
2013 17.5% 9.8% -1.1% 4.0% 4.0%
2012 11.9% 7.9% -4.1% 5.2% 2.8%
2011 -5.0% 0.0% -0.7% -8.4% 4.3%
2010 5.5%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/07/2017

Top 10 Holdings

Stock Size
Inv Glo Abs Ret Strategies Inst Acc 6.68
Investec UK Alpha I Acc Net 6.40
Majedie UK Equity X Acc 6.26
Vanguard US Equity Index Inst Plus GBP Acc 6.26
JOHCM UK Dynamic Y Acc 6.20
Legal & General US Index C Acc 5.83
TM Fulcrum Diversified Core Absolute Rtn C Acc GBP 5.31
Invesco Perpetual European Eq Income No Trail Acc 4.89
CF Morant Wright Nippon Yield B Acc 4.48
Artemis US Select I GBP Acc 4.46
31/07/2017

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date30/09/2010
  • Share Class size249Mn
  • Base currencyGBP
  • ISIN GB00B52RKW59

Purchase Info

  • Min. initial investment50,000
  • Min. regular additional investment5,000

Charges

  • Annual management1.40%
  • 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).