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Standard Life Inv UK Equity

Ranked 14 out of 109 in - UK Equity Income over 12 months
All calculations are in GBP unless stated

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.

Showing fund performance in United Kingdom View performance globally

Performance

UK Equity Income over : 31/05/2017 - 31/05/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -8.2%
2017 17.6% 5.0% 2.7% 2.8% 6.1%
2016 -4.6% -5.5% -9.7% 13.0% -1.1%
2015 12.2% 5.3% 3.0% -4.4% 8.3%
2014 7.2% 3.3% -1.2% -0.1% 5.1%
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 1.3% -6.8% -9.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date22/02/2007
  • Share Class size1,431Mn
  • Base currencyGBX
  • ISIN GB00B1LBSR16

Purchase Info

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

Charges

  • Annual management1.80%
  • Initial investment1.5

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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).