Standard Life Investments UK Equity

Quick Stats

Bid Price - Offer Price -
Mid Price GBX 238.00 Day Change GBX +2.50 (1.06%)
Price Date 2 Dec 2016 Crown Rating 1
Shares Class Inc. Yield 1.95 %
Total Expense Ratio 0.00 Fund Size 36,800,000.00
Launch Date 06/03/2009 Standard Initial Charge (%) 0.00
Currency GBX ISA Eligible No
Annual Management Charge (%) 0.00 Sector IMA UK Equity Income
Min Investment (£) 0.00 Total Expense Ratio (%) 0.00
ISIN GB00B99JKX38 Min TopUp (£) 0.00

Fund Objective

The fund aims to provide long term capital growth by investing in UK equities. The fund is primarily invested in the shares of 'recovery' large and medium sized companies listed on the UK stock market and is actively managed by our investment team who will select stocks to try to take advantage of the opportunities they have identified. 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.

Fund Managers

David Cumming
David began his career with Royal London Mutual before moving on to hold positions with Edinburgh Fund Managers, Manufacturers Life Insurance and Morgan Grenfell, where he was a Director. He joined us in 1998 as Investment Director responsible for corporate pooled pension funds, our UK equity portfolio and a number of segregated clients. David was appointed to our Board as Executive Director in June 2004. He holds an MA (Hons) degree in Economics and Accounting from the University of Edinburgh and is an Associate of the Society of Investment Analysts.