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Standard Life Inv UK Equity General

Ranked 227 out of 262 in - UK (All Companies) over 12 months
All calculations are in GBP

Managed by

Karen Robertson

Karen Robertson joined Standard Life shortly after she graduated in Economics from Stratchclyde University, Scotland. She started out as a UK investment analyst for the Scottish insurer and was promoted to the role of senior investment analyst in 1994. A year later she was appointed investment manager and given responsibility for the Standard Growth and Income fund, which she stopped managing in May 2001. She is now responsible for the Standard UK Equity High Income fund and the Standard UK Equity General fund. Robertson is qualified as an Associate of the Institute of Investment Management.

Objective

The investment objective is to maximize the total return from capital and net income combined, by investing in companies connected with the UK. The current policy is to invest in and actively managed a portfolio consisting wholly or mainly of equity-type securities of companies connected with the UK.

Performance

UK (All Companies) over : 30/09/2013 - 30/09/2014

Total Return

Quarterly Performance

to 30/09/2014 Annual Q1 Q2 Q3 Q4
2014 -2.4% -1.0% 0.0% -1.3%
2013 22.6% 9.5% 1.2% 6.1% 4.3%
2012 14.3% 8.3% -4.2% 6.1% 3.8%
2011 -9.4% -0.1% -0.7% -13.1% 5.1%
2010 15.1% 8.3% -14.7% 16.7% 6.8%
2009 28.7% -9.3% 14.3% 21.4% 2.3%
2008 -31.9% -8.8% -2.1% -12.3% -13.0%
2007 5.1% 3.1% 3.5% -1.7% 0.2%
2006 18.4% 8.4% -3.1% 4.8% 7.5%
2005 23.8% 2.6% 4.9% 8.9% 5.6%
2004 15.0% 2.0% 2.4% 3.2% 6.7%
2003 20.6% -3.4% 11.7% 3.6% 7.8%
2002 -22.3% 1.5% -11.2% -13.7% -0.1%
2001 -11.0% -7.7% 2.8% -14.9% 10.4%
2000 -3.3% -4.9% -0.6% 2.4% -0.2%
1999 16.8% 6.8% 1.8% -4.4% 12.4%
1998 12.5% 16.0% -0.1% -13.9% 12.8%
1997 23.2% 4.8% 5.5% 12.0% -0.4%
1996 14.4% 2.3% 1.0% 7.2% 3.3%
1995 5.5% -0.1% 5.7%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/07/2014

Top 10 Holdings

Stock Size
HSBC Holdings PLC ORD 6.66
BP PLC ORD 4.93
Royal Dutch Shell PLC ORD 3.57
GlaxoSmithKline PLC ORD 3.17
Glencore plc ORD 3.08
Rio Tinto PLC ORD 2.89
Vodafone Group PLC ORD 2.81
Lloyds Banking Group PLC ORD 2.47
Prudential PLC ORD 2.45
BT Group PLC ORD 2.36
31/07/2014

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date01/10/1982
  • Share Class size1,158Mn
  • Base currencyGBP
  • ISIN GB0008395724

Purchase Info

  • Min. initial investment100,000
  • Min. additional investment0

Charges

  • Annual management0.8%

Related News

Karen Robertson ups Close Bros stake

Robertson increased her holding in Close from 8.86 million shares to 8.89 million or 6.02%

Daily View: Karen Robertson tips financials and media to rally next

Standard Life UK Growth fund manager Karen Robertson says general financials and media stocks may be next to rally, as she expects 'more earnings upgrades than downgrades'.

Standard Life buys truth from brokers

Standard Life Investments (SLI) has admitted paying two investment banks a special commission to divulge what they really think about the earnings prospects of companies.

Stirling takes charge of Standard Life fund

Euan Stirling has taken over management of the Standard Life Growth & Income fund from Karen Robertson, one of Standard Life Investments’ key fund managers.

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