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Standard Life Wealth Strategy Bridge

Ranked 201 out of 243 in - Aggressive GBP over 12 months
All calculations are in GBP unless stated

Managed by

Ben Ward

London-born Ben Ward works at Standard Life Wealth where he runs mixed asset strategies with a top down, growth and fundamental investment style. He also runs equity funds with a growth approach to investing. Ben graduated from the University of Leicester with a degree in economics and is also a CFA charterholder and ACMA and CGMA qualified. Currently based in London, his interests outside fund management include tennis, rugby and football.

Objective

The objective of the fund is to achieve capital growth together with an element of income through investment primarily in international equities and fixed interest securities. Although this fund will normally be invested in securities, the Investment Manager may elect to hold cash or near cash from time to time. There will be no limits on the proportion of the class fund invested in bonds or equities or in any one geographic region.

Showing fund performance in United Kingdom View performance globally

Performance

Aggressive GBP over : 30/11/2016 - 30/11/2017
  • Rank 201/243 Total Return
  • Rank 207/243 Standard Deviation
  • Rank 213/243 Max Drawdown

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 3.9% 1.6% 0.2%
2016 12.0% -1.3% 3.7% 8.0% 1.2%
2015 6.6% 8.1% -3.9% -4.2% 7.1%
2014 3.9% -1.4% 1.0% 1.5% 2.8%
2013 15.5% 12.2% -1.1% 1.0% 3.0%
2012 9.7% 5.8% -1.3% 5.7% -0.6%
2011 -7.1% 1.4% -0.7% -10.5% 3.0%
2010 15.7% 5.5% -6.7% 8.1% 8.7%
2009 20.8% -4.6% 5.2% 15.5% 4.2%
2008 -25.9% -7.6% 2.5% -13.3% -9.7%
2007 13.7% 2.7% 5.4% 1.6% 3.4%
2006 12.1% 8.5% -3.8% 2.2% 5.0%
2005 23.7% 4.0% 5.0% 8.4% 4.5%
2004 9.5% 0.1% 1.5% 2.6% 5.2%
2003 18.2% -3.2% 10.1% 3.9% 6.7%
2002 -19.8% 6.7% -12.7% -17.6% 4.5%
2001 -12.5% -6.7% 2.6% -15.9% 8.8%
2000 -5.9% 0.9% 1.2% -0.9% -6.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date17/11/1999
  • Share Class size30Mn
  • Base currencyGBP
  • ISIN GB0006851959

Purchase Info

  • Min. initial investment5,000
  • Min. regular additional investment0

Charges

  • Annual management1.00%
  • Initial investment5

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