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Standard Life Inv UK Equity Growth

Ranked 217 out of 265 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 fund aims to provide long term growth by investing in a concentrated portfolio of shares of companies listed on the UK stock market. The fund is actively managed by our investment team, who will select stocks to try to take advantage of opportunities they have identified.

Performance

UK (All Companies) over : 31/08/2013 - 31/08/2014

Total Return

Quarterly Performance

to 29/08/2014 Annual Q1 Q2 Q3 Q4
2014 -1.1% -1.4% -0.9% 1.3%
2013 25.0% 9.3% 0.5% 7.4% 6.0%
2012 13.6% 8.6% -7.7% 8.2% 4.8%
2011 -13.4% -0.7% -1.1% -16.7% 6.0%
2010 14.5% 6.0% -14.7% 15.7% 9.5%
2009 29.2% -8.1% 12.6% 21.3% 2.9%
2008 -31.2% -8.2% -0.4% -15.2% -11.2%
2007 6.5% 3.4% 4.4% -1.2% -0.1%
2006 17.8% 9.8% -4.0% 4.0% 7.6%
2005 26.3% 3.3% 4.6% 9.7% 6.6%
2004 15.6% 2.0% 3.0% 3.4% 6.5%
2003 21.1% -2.0% 12.8% 4.4% 5.0%
2002 -26.5% 1.1% -15.0% -14.2% -0.4%
2001 -7.1% -2.6% 2.9% -16.5% 11.0%
2000 -7.7% -13.5% 2.4% -0.4% 4.6%
1999 20.2% 10.1% 4.9% -4.6% 9.1%
1998 17.5% 23.7% 1.2% -13.9% 9.0%
1997 14.2% 4.0% 1.7% 7.5% 0.5%
1996 31.6% 10.2% 6.1% 4.3% 7.9%
1995 5.2% 0.7% 4.5%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/07/2014

Top 10 Holdings

Stock Size
HSBC Holdings PLC ORD 6.52
BP PLC ORD 5.36
Rio Tinto PLC ORD 3.20
Glencore PLC ORD 3.01
GlaxoSmithKline PLC ORD 3.01
Vodafone Group PLC ORD 2.98
BT Group PLC ORD 2.68
Barclays PLC ORD 2.64
Royal Dutch Shell PLC ORD 2.46
Lloyds Banking Group PLC ORD 2.44
31/07/2014

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date01/05/1986
  • Share Class size223Mn
  • Base currencyGBP
  • ISIN GB0004330717

Purchase Info

  • Min. initial investment500
  • Min. additional investment50

Charges

  • Annual management1.5%
  • Initial investment4

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Standard Life buys truth from brokers

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Bosses milk Pendragon rise

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Forsyth bags extra beta

In April Amanda Forsyth, manager of the Standard Life UK Equity Growth unit trust, told Citywire the time was ripe to move into market sensitive stocks; her fund has reaped the rewards since and she sees no reason to change tack yet.

Look for 'nice surprises', says Forsyth

Companies able to give the stockmarket better news than it expects are usually more profitable bets for investors than those with the fastest growth, says Standard Life's Amanda Forsyth.

Invesco's Barnett spots mid-cap value

Invesco Perpetual's Mark Barnett, new manager of the Keystone investment trust, says stocks such as Tesco and MFI are 'too cheap' and argues there is particular value in smaller Footsie and mid-cap stocks.

Don't expect market bounce, warns Forsyth

The Footsie is unlikely to bounce back strongly in the short-term, says Amanda Forsyth, UK equities expert at Standard Life Investments.

...more...

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