Register to get unlimited access to all of Citywire’s Fund Manager database. Registration is free and only takes a minute.

Standard Life Inv UK Equity High Income

Ranked 22 out of 106 in - UK Equity Income 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 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.

Performance

UK Equity Income over : 31/07/2013 - 31/07/2014

Total Return

Quarterly Performance

to 31/07/2014 Annual Q1 Q2 Q3 Q4
2014 0.7% 0.5% -0.2% 0.4%
2013 28.4% 10.5% 1.0% 7.0% 7.5%
2012 15.4% 8.3% -4.4% 7.7% 3.5%
2011 -7.9% -0.9% 0.2% -13.4% 7.0%
2010 14.3% 5.8% -15.2% 16.0% 9.7%
2009 25.1% -9.9% 11.0% 19.6% 4.7%
2008 -28.2% -8.4% -1.5% -14.2% -7.2%
2007 1.3% 2.2% 2.0% -3.6% 0.9%
2006 21.1% 9.2% -3.7% 4.5% 10.2%
2005 26.0% 1.9% 5.6% 8.8% 7.7%
2004 23.3% 4.1% 3.6% 3.2% 10.8%
2003 29.8% -3.0% 15.3% 8.4% 7.1%
2002 -17.4% 5.0% -9.1% -11.9% -1.7%
2001 -6.4% -3.7% 4.7% -13.0% 6.6%
2000 -0.2% -8.2% -0.2% 4.2% 4.5%
1999 9.2% 2.9% 3.7% -7.8% 11.1%
1998 9.4% 9.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date01/05/1986
  • Base currencyGBP
  • ISIN GB0004332531

Purchase Info

  • Min. initial investment5Mn
  • Min. additional investment0

Charges

  • Annual management0.8%
  • Initial investment0

Related News

F&C deal could spark Aviva/Standard Life clash

The two biggest shareholders in F&C have differing views of Bank of Montreal's proposed £708 million takeover of the fund firm.

Karen Robertson ups Close Bros stake

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

Kicking the habit: why more income managers are falling out of love with tobacco giants

After a period of outperformance in the early stages of last year, tobacco stocks have lagged badly and a growing number of managers are losing faith in the sector.

Top equity income managers slash 2013 divi growth targets

Clive Beagles, Nick McLeod-Clarke, Richard Hughes and Karen Robertson expect divis growth to fall back to 5-7% next year.

Standard Life Inv UK Equity High Income

Karen Robertson has been a consistent performer during her 15 years...

Who is in and who is out in the latest Citywire Selection

After our fourth formal review, Citywire head of research Jonathan Miller talks through the latest ins and outs in Citywire Selection, the guide to our best investment ideas.

Karen Robertson: Stock market reaction to BP is 'totally overdone'

BP's problems are political, not financial - and the outlook for UK equity income more generally is positive, says Standard Life Investments' Robertson.

The income funds that still give you capital growth

Only a few funds in the IMA equity income sector have produced capital growth over the long term after income is taken out, Nick Purves' Schroder Income fund among them. Find out which others made it into our pick of the best investment ideas

Fund Results: the Citywire verdict on who's hot and who's not

This week Standard Life UK High Income v Marlborough UK Leading Companies v Invesco Perpetual Asian v JPM Natural Resources.

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'.

...more...

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