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Standard Life Inv UK Equity

Ranked 52 out of 105 in - UK Equity Income over 12 months
All calculations are in GBP

Managed by

Thomas Moore

Thomas Moore was born in Kent in 1975 and graduated from Exeter University with a BA in economics and politics. He is currently an investment director on the UK desk at StandardLife Investments. He began his career in 1998 at Schroder Investment Management as an assistant fund manager working on UK equities. He was subsequently appointed investment analyst in emerging markets. In 2002 he joined Standard Life Investments as an investment analyst and then joined the emerging markets equity team, managing EMEA portfolios with a focus on the South African market a year later. Thomas joined the UK equities team in 2006 and in 2009 he became responsible for the Income Unconstrained Fund. He has eight years of investment experience at Standard Life Investments with 13 years' experience in the industry. He is an associate member of the CFA. Outside of fund management he enjoys music and the cinema and theatre.

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 bonds to supplement the income of the fund. The fund 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 Equity Income over : 31/10/2013 - 31/10/2014

Total Return

Quarterly Performance

to 31/10/2014 Annual Q1 Q2 Q3 Q4
2014 0.8% 3.3% -1.2% -0.1% -1.2%
2013 37.8% 14.6% 1.1% 10.5% 7.7%
2012 24.2% 10.5% -5.4% 11.7% 6.3%
2011 -9.5% 0.9% 3.6% -15.9% 3.0%
2010 24.0% 8.2% -11.2% 16.4% 11.0%
2009 43.2% -7.8% 21.5% 25.5% 1.8%
2008 -44.5% -8.6% -8.9% -15.1% -21.5%
2007 -12.2% 2.8% 1.3% -6.8% -9.5%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/08/2014

Top 10 Holdings

Stock Size
BT Group PLC ORD 4.34
HSBC Holdings PLC ORD 2.81
Legal & General Group PLC ORD 2.76
Reed Elsevier PLC ORD 2.60
Britvic PLC ORD 2.52
BP PLC ORD 2.48
Close Brothers Group PLC ORD 2.45
Prudential PLC ORD 2.43
National Grid PLC ORD 2.41
Rio Tinto PLC ORD 2.37
31/08/2014

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date22/02/2007
  • Share Class size680Mn
  • Base currencyGBP
  • ISIN GB00B1LBSR16

Purchase Info

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

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).