Quick Stats

Mid Price GBX 234.90 Day Change GBX -0.70 (-0.30%)
Price Date 28 Oct 2020 Crown Rating 5
Shares Class Acc. Yield 1.93 %
Last Ex-Dividend Date 03 August 2020 Dividend Frequency Semi-annually
Sector Mixed Investment 20-60% Shares Fund Size 154,700,000.00
Launch Date 14/03/2006 Standard Initial Charge 3.00%
Ongoing cost 1.17% Annual Management Charge 1.00%
ISIN GB00B0Z86F58 Sedol B0Z86F5

Fund Objective

To exceed the return of the 1 Month GBP LIBOR plus 2% per annum, evaluated over rolling three year periods (before charges). The Performance Target is the level of performance that the management team hopes to achieve for the fund. There is however no certainty or promise that they will achieve the Performance Target. The Manager believes this is an appropriate target for the fund since it reflects the risk and return profile that private clients expect and aligns with the investment policy of the fund.

Fund Managers

Ben Ward
Ben Ward moved to Standard Life Wealth following the acquisition of the Newton private client business in 2013. He manages portfolios for private clients, trusts and pensions and is the lead manager on the Bridge and Phoenix Funds. Ben has over eight years of investment experience building upon his five years as an accountant. Ben graduated from the University of Leicester, holds the Investment Management Certificate, is a Chartered Management Accountant, is an Associate of the Chartered Institute for Securities and Investments and is a CFA Charter holder.