Standard Life Investments UK Equity
|Bid Price||-||Offer Price||-|
|Mid Price||GBX 51.72||Day Change||GBX -0.27 (-0.52%)|
|Price Date||27 Feb 2017||Crown Rating|
|Shares Class||Inc.||Yield||3.37 %|
|Total Expense Ratio||0.00||Fund Size||1,121,100,000.00|
|Launch Date||22/02/2007||Standard Initial Charge (%)||0.00|
|Annual Management Charge (%)||1.80||Sector||IMA UK Equity Income|
|Min Investment (£)||0.00||Total Expense Ratio (%)||0.00|
|ISIN||GB00BYY38Z35||Min TopUp (£)||0.00|
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. Past performance is not a guide to future returns and future returns are not guaranteed. The price of assets and the income from them may go down as well as up and cannot be guaranteed; an investor may receive back less than their original investment. The fund may use derivatives to reduce risk or cost, or to generate additional capital or income at low risk. Usage of derivatives is monitored to ensure that the fund is not exposed to excessive or unintended risks. The value of assets held within the fund may rise and fall as a result of exchange rate fluctuations.
Thomas is an Investment Director within the UK equities team. He began his career in 1998, joining Schroder Investment Management as Assistant Fund Manager, UK Equities. He joined Standard Life Investments in 2002 as an Investment Analyst. He then managed EMEA portfolios before moving to the UK equities team in 2006. His responsibilities include managing the UK Equity Income Unconstrained Fund, an institutional fund, the Standard Life UK Equity Income Trust and analysing the banks and financial services sectors. Thomas began managing the Standard Life Equity Income Trust in November 2011.