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Standard Life Inv UK Equity Unconstrained

Ranked 174 out of 254 in - UK (All Companies) over 12 months
All calculations are in GBP unless stated

Managed by

Wesley McCoy

Born in 1978, Wesley McCoy obtained a BA Honours in Business Economics from the University of Durham. Wesley joined Standard Life Investments in 1999 after graduating from Durham University as an investment analyst. In January 2005, he was appointed fund manager of the Growth and Income Fund and went on to become portfolio manager from launch of the UK Equity Unconstrained Fund in September 2005. Wesley’s UK Equity Unconstrained Fund’s investment process combines allocation, stock selection, portfolio construction, risk management and dealing. It is research intensive and is built around a focus on changes in investment philosophy. Wesley is a Chartered Financial Analyst.

Objective

The fund aims to provide long term growth by investing in UK equities. The fund typically holds a concentrated portfolio of stocks and is actively managed by our investment team, who will select stocks, without reference to index weight or size, to try to take advantage of opportunities they have identified. Due to the unconstrained nature of the fund investors must be willing to accept a relatively high degree of stock specific risk.

Showing fund performance in United Kingdom View performance globally

Performance

UK (All Companies) over : 31/03/2015 - 31/03/2016
  • Rank 174/254 Total Return
  • Rank 247/254 Standard Deviation
  • Rank 224/254 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2016 Annual Q1 Q2 Q3 Q4
2016 -4.6%
2015 8.3% 9.1% 3.6% -7.7% 3.8%
2014 -0.2% 2.5% -2.4% -3.4% 3.3%
2013 43.4% 15.6% 2.5% 12.8% 7.3%
2012 44.3% 23.1% -12.8% 19.4% 12.5%
2011 -20.4% 2.4% 2.8% -25.0% 0.8%
2010 38.5% 9.5% -11.9% 24.3% 15.5%
2009 99.4% -2.6% 42.0% 41.3% 2.0%
2008 -40.9% -3.9% -4.6% -16.6% -22.7%
2007 -3.1% 7.4% 2.8% -5.1% -7.6%
2006 35.1% 14.3% -3.9% 5.9% 16.1%
2005 15.7%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/01/2016

Top 10 Holdings

Stock Size
Crest Nicholson Holdings PLC ORD 5.38
Sage Group PLC ORD 5.27
BT Group PLC ORD 4.62
RPC Group PLC ORD 4.61
DS Smith PLC ORD 4.07
International Consolidated Airlines Group SA ORD 3.85
Capital & Regional PLC 3.61
Capita PLC ORD 3.12
Bodycote PLC ORD 3.10
Legal & General Group PLC ORD 2.98
31/01/2016

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date29/09/2005
  • Share Class size1,078Mn
  • Base currencyGBP
  • ISIN GB00B0LD3B90

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment10,000

Charges

  • Annual management1.80%
  • 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).