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Standard Life Inv UK Equity High Income

Ranked 95 out of 108 in - UK Equity Income 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. Robertson is qualified as an Associate of the Institute of Investment Management.


The Fund aims to provide income and some capital growth over the longer term by investing in UK equities. The fund typically holds a concentrated portfolio of stocks and may also hold a proportion in government, corporate and other bonds to supplement the income of the fund. 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 Equity Income over : 30/09/2015 - 30/09/2016

Total Return

Quarterly Performance

to 30/09/2016 Annual Q1 Q2 Q3 Q4
2016 -5.1% -6.8% 10.8%
2015 8.8% 7.2% 0.5% -5.7% 7.1%
2014 3.4% 0.3% -0.3% 0.8% 2.7%
2013 27.5% 10.3% 0.9% 6.8% 7.3%
2012 14.5% 8.1% -4.5% 7.5% 3.3%
2011 -8.5% -0.9% 0.0% -13.5% 6.8%
2010 13.4% 5.6% -15.3% 15.8% 9.5%
2009 24.2% -10.1% 10.8% 19.4% 4.5%
2008 -28.6% -8.5% -1.7% -14.5% -7.2%
2007 0.8% 2.0% 1.8% -3.7% 0.8%
2006 20.2% 9.0% -3.9% 4.3% 10.0%
2005 25.2% 1.7% 5.4% 8.6% 7.5%
2004 22.7% 3.9% 3.5% 3.1% 10.6%
2003 29.3% -3.1% 15.2% 8.3% 7.0%
2002 -17.7% 5.0% -9.2% -12.0% -1.8%
2001 -6.7% -3.7% 4.6% -13.0% 6.5%
2000 0.1% -7.7% -0.2% 4.1% 4.4%
1999 12.3% 3.8% 3.6% -5.9% 11.0%
1998 9.5% 16.1% -3.1% -11.0% 9.4%
1997 26.2% 4.5% 5.9% 12.9% 1.0%
1996 11.2% 0.0% 0.5% 8.4% 2.0%
1995 7.0%

Month by Month Performance

Returns Vs Risk

Asset Allocation



Top 10 Holdings

Stock Size
HSBC Holdings PLC ORD 4.93
Vodafone Group PLC ORD 3.58
National Grid PLC ORD 3.35
BT Group PLC ORD 3.33
GlaxoSmithKline PLC ORD 3.32
Lloyds Banking Group PLC ORD 2.98
Imperial Brands PLC ORD 2.80
International Consolidated Airlines Group SA ORD 2.54
Prudential PLC ORD 2.45

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date01/05/1986
  • Share Class size676Mn
  • Base currencyGBP
  • ISIN GB0004330824

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).