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Standard Life Inv UK Equity Growth

Ranked 106 out of 248 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.


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.

Showing fund performance in United Kingdom View performance globally


UK (All Companies) over : 31/08/2016 - 31/08/2017
  • Rank 106/248 Total Return
  • Rank 129/248 Standard Deviation
  • Rank 165/248 Max Drawdown
Fund Name Currency Loss
164 Santander UK Growth Ret Acc GBP


165 Standard Life Inv UK Equity Growth Ret Acc GBP


165 GVQ UK Focus I GBP


167 Aberdeen UK Equity A Inc GBP


167 Fidelity Inst UK Acc GBP


Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 4.6% -0.8%
2016 5.0% -5.0% -6.4% 12.6% 4.9%
2015 5.1% 6.8% 0.6% -8.1% 6.4%
2014 -3.7% -1.4% -0.9% -1.3% -0.1%
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 4.5%

Month by Month Performance

Returns Vs Risk

Asset Allocation



Top 10 Holdings

Stock Size
HSBC Holdings PLC ORD 6.67
British American Tobacco PLC ORD 4.02
Glencore PLC ORD 3.87
Vodafone Group PLC ORD 3.23
Prudential PLC ORD 3.11
Royal Dutch Shell PLC ORD 2.92
Rio Tinto PLC ORD 2.79
Anglo American PLC ORD 2.57
Royal Dutch Shell Plc B ORD 2.55

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date01/05/1986
  • Share Class size233Mn
  • Base currencyGBP
  • ISIN GB0004330717

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment50


  • Annual management1.50%
  • Initial investment4

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