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Standard Life Inv UK Equity General

Ranked 98 out of 259 in - UK (All Companies) over 12 months
All calculations are in GBP unless stated

Managed by

Karen McKellar

Karen McKellar 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. McKellar is qualified as an Associate of the Institute of Investment Management.

Objective

The fund aims to provide long term growth and is designed for investors who are looking for broad based exposure to the UK equity market by investing in a diversified portfolio of UK equity assets. The fund invests predominantly in the shares of large and medium sized companies listed on the UK stock markets and is actively managed by our investment team, who will select stocks to try to take advantage of opportunities they have identified.

Showing fund performance in United Kingdom View performance globally

Performance

UK (All Companies) over : 30/04/2017 - 30/04/2018
  • Rank 98/259 Total Return
  • Rank 186/259 Standard Deviation
  • Rank 187/259 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -6.8%
2017 13.4% 4.7% 0.2% 2.5% 5.4%
2016 8.8% -3.0% -3.2% 11.1% 4.4%
2015 3.0% 6.0% -0.1% -8.8% 6.7%
2014 -1.9% -1.1% 0.1% -1.4% 0.5%
2013 22.6% 9.5% 0.3% 6.0% 5.4%
2012 14.3% 8.3% -5.3% 7.4% 3.9%
2011 -9.3% -0.1% -0.7% -14.5% 6.9%
2010 15.1% 7.2% -13.9% 15.5% 7.9%
2009 30.7% -11.0% 16.4% 21.3% 3.9%
2008 -32.3% -9.3% -2.1% -13.8% -11.5%
2007 5.0% 3.1% 3.4% -1.7% 0.1%
2006 19.0% 8.4% -3.1% 4.8% 8.1%
2005 23.8% 2.6% 4.9% 8.9% 5.6%
2004 15.0% 1.9% 2.5% 3.2% 6.7%
2003 20.7% -3.4% 11.7% 3.6% 7.9%
2002 -22.4% 1.4% -11.2% -13.7% -0.1%
2001 -10.9% -7.7% 2.8% -14.9% 10.4%
2000 -3.3% -4.9% -0.5% 2.4% -0.2%
1999 16.7% 6.7% 1.8% -4.4% 12.4%
1998 12.6% 16.1% -0.1% -13.9% 12.8%
1997 23.1% 4.7% 5.6% 12.0% -0.5%
1996 14.4% 2.3% 1.1% 6.2% 4.3%
1995 20.9% 2.2% 4.5% 7.0% 5.7%
1994 -8.2% -7.8% -5.4% 2.5% 2.6%
1993 23.7% 2.6% 0.8% 5.7% 13.1%
1992 21.6% 3.4% 4.8% 0.9% 11.2%
1991 15.5% 15.5% 0.2% 8.1% -7.7%
1990 -7.2% -4.7% 5.9% -15.0% 8.2%
1989 35.1% 15.5% 7.3% 4.6% 4.2%
1988 5.7% 2.0% 6.9% -2.3% -0.9%
1987 5.6% 20.0% 14.3% 5.0% -26.7%
1986 25.1% 22.4% 0.9% -4.7% 6.3%
1985 42.0% 8.0% 4.1% 14.9% 9.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date01/10/1982
  • Base currencyGBP
  • ISIN GB0008395831

Purchase Info

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

Charges

  • Annual management0.75%

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