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Standard Life Inv UK Equity High Income

Ranked 20 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 : 31/05/2014 - 31/05/2015

Total Return

Quarterly Performance

to 31/03/2015 Annual Q1 Q2 Q3 Q4
2015 7.1%
2014 3.4% 0.4% -0.5% 0.8% 2.7%
2013 27.4% 10.3% 0.8% 6.8% 7.3%
2012 14.5% 8.0% -4.4% 7.5% 3.2%
2011 -8.6% -1.0% 0.0% -13.5% 6.7%
2010 13.4% 5.6% -15.3% 15.8% 9.5%
2009 24.2% -10.1% 10.7% 19.5% 4.5%
2008 -28.6% -8.7% -2.0% -13.8% -7.3%
2007 0.8% 2.0% 1.8% -3.6% 0.7%
2006 21.0% 9.0% -3.9% 4.9% 10.1%
2005 25.1% 1.7% 5.3% 8.6% 7.6%
2004 22.8% 3.9% 3.5% 3.1% 10.7%
2003 29.3% -3.1% 15.2% 8.3% 6.9%
2002 -17.7% 5.0% -9.2% -12.0% -1.8%
2001 -6.7% -3.8% 4.7% -13.0% 6.5%
2000 0.1% -7.7% -0.2% 4.1% 4.4%
1999 12.3% 4.0% 3.6% -6.0% 11.0%
1998 9.5% 16.1% -3.1% -11.0% 9.4%
1997 26.2% 4.5% 5.9% 12.8% 1.0%
1996 11.2% 0.0% 0.5% 6.6% 3.8%
1995 7.0%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/04/2015

Top 10 Holdings

Stock Size
HSBC Holdings PLC ORD 5.90
BP PLC ORD 4.17
Vodafone Group PLC ORD 3.61
BT Group PLC ORD 3.49
Legal & General Group PLC ORD 3.04
International Consolidated Airlines Group SA ORD 2.99
ITV PLC ORD 2.56
Prudential PLC ORD 2.49
GlaxoSmithKline PLC ORD 2.48
Close Brothers Group PLC ORD 2.30
30/04/2015

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date15/05/1986
  • Base currencyGBP
  • ISIN GB0004330931

Purchase Info

  • Min. initial investment500
  • Min. additional investment50

Charges

  • Annual management1.5%
  • Initial investment4

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