Standard Life Investments Short Dur
|Bid Price||-||Offer Price||-|
|Mid Price||GBX 51.60||Day Change||GBX +0.02 (0.04%)|
|Price Date||22 Mar 2017||Crown Rating|
|Shares Class||Inc.||Yield||0.35 %|
|Total Expense Ratio||0.68||Fund Size||412,500,000.00|
|Launch Date||16/09/2014||Standard Initial Charge (%)||0.00|
|Annual Management Charge (%)||0.50||Sector||IMA UK Equity Income|
|Min Investment (£)||2,000,000.00||Total Expense Ratio (%)||0.68|
|ISIN||GB00BP25RB79||Min TopUp (£)||50,000.00|
The fund aims to provide long term growth from a combination of income and capital growth by investing predominantly in government and corporate inflation-linked bonds with a maturity of up to 10 years. The fund is actively managed by our investment team who may also invest a proportion of assets in other bonds (e.g. conventional government bonds, corporate bonds and floating rate notes (FRNs) and/ or money market instruments) in order to try to take advantage of opportunities they have identified. Non-sterling denominated assets will typically be hedged back to sterling. 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 will routinely 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.
Adam Skerry – Portfolio Manager, Working in the industry since 1998. Adam is responsible for the management of inflation-linked bond portfolios and idea generation across a range of inflation, nominal government bond and multi-asset funds. Adam joined Standard Life Investments as an Investment Director on the Real Returns team in March 2011. Adam began his career in 1998 at PricewaterhouseCoopers and then moved onto other investment management roles at Henderson Global Investors, Saxon Financial, and Baring Asset Management. Adam has three years investment experience at Standard Life Investments with 15 years’ experience in the industry. Professional qualifications include ASIP, IMC and a BA (Hons).