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Standard Life Inv UK Equity Unconstrained

Ranked 222 out of 261 in - UK (All Companies) over 12 months
All calculations are in GBP

Managed by

Edward Legget

Edward Legget was born in Guildford in 1978. He attended the University of Cambridge where he gained a MEng in manufacturing engineering. Edward joined Standard Life Investments in 2002 and was appointed fund manager in 2006. At present he is an investment analyst and manager, and his investment process involves a bottom up stock picking approach. Edward has been managing funds for six years and is a CFA Charterholder. Outside of fund management he enjoys golf, tennis, sailing, walking and the cinema and theatre.

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.

Performance

UK (All Companies) over : 31/10/2013 - 31/10/2014

Total Return

Quarterly Performance

to 31/10/2014 Annual Q1 Q2 Q3 Q4
2014 -4.7% 2.5% -2.4% -3.4% -1.3%
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% 15.7%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/08/2014

Top 10 Holdings

Stock Size
Legal & General Group PLC ORD 4.40
HSBC Holdings PLC ORD 4.24
Bodycote PLC ORD 3.79
BT Group PLC ORD 3.53
DS Smith PLC ORD 3.41
Synthomer PLC ORD 3.33
Hellermanntyton Group PLC ORD 3.27
International Personal Finance PLC ORD 2.92
Fenner PLC ORD 2.90
Interserve PLC ORD 2.81
31/08/2014

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date28/09/2005
  • Share Class size1,105Mn
  • Base currencyGBP
  • ISIN GB00B0LD3B90

Purchase Info

  • Min. initial investment1,000
  • Min. additional investment100

Charges

  • Annual management1.8%
  • 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).