Standard Life Inv Dynamic Distribution

Ranked 288 out of 395 in - Balanced GBP over 12 months
All calculations are in GBP unless stated

Managed by

Katie Trowsdale

Katie Trowsdale joined Standard Life Investments in 2011 as a fund manager and analyst. Prior to this, she was an analyst for the Gartmore fund of fund team, which she joined in 2007. Previously, Trowsdale was involved with private client portfolio and fund of fund management at Kleinwort Benson Private bank and Heartwood Wealth, after joining as a graduate trainee in 2000. Trowsdale has a BSc in economics and management with German from Southampton University and was an Erasmus student at the Goethe Institut, Frankfurt. Trowsdale has five years’ investment experience at Standard Life Investments, with 18 years’ experience in the industry.

Objective

The fund aims to provide long term growth from a combination of income and capital growth by investing in a range of collective investment schemes managed or operated within the Standard Life Investments group. By investing in this way, the fund aims to achieve exposure to a diversified portfolio of predominantly sterling denominated assets. These assets can include equities, bonds, property, cash deposits and money market instruments. The fund may also invest in transferable securities and collective investment schemes managed or operated outside the Standard Life Investments group.

Showing fund performance in United Kingdom View performance globally

Performance

Balanced GBP over : 28/02/2018 - 28/02/2019

Total Return

Quarterly Performance

to 01/01/2019 Annual Q1 Q2 Q3 Q4
2018 -7.3% -3.5% 3.1% 0.6% -7.4%
2017 9.3% 3.2% 0.8% 1.6% 3.5%
2016 2.1% -1.3% -2.8% 5.7% 0.6%
2015 6.2% 4.9% 0.3% -3.1% 4.2%
2014 7.4% 3.5% 0.4% 0.6% 2.7%
2013 18.4% 6.5% 0.2% 5.5% 5.2%
2012 17.5% 8.0% -2.6% 7.1% 4.4%
2011 -5.3% 1.3% 1.0% -10.3% 3.1%
2010 14.3% 5.6% -6.5% 10.6% 4.7%
2009 21.6% -5.9% 10.5% 14.5% 2.2%
2008 -23.5% -5.8% -1.9% -9.2% -8.9%
2007 -1.3% 2.8% 1.3% -2.0% -3.2%
2006 -1.3% 3.7% 6.7%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/01/2019

Top 10 Holdings

Stock Size
Standard Life Inv UK Equity Inc Unconstr Inst Inc 13.97%
Standard Life Inv UK Eq High Inc Inst Inc 13.72%
Standard Life Inv UK Real Estate Ret Uhgd Inc 9.10%
Standard Life Strategic Bond Fund 8.97%
Standard Life Investment Grade Corporate Bond Fund 7.70%
SLI Glo SICAV Global High Yield Bond Z Inc GBP H 7.18%
SLI Glo SICAV EM Local Curr Debt Z Inc GBP 4.41%
GLOBAL REAL EST STD LIFE GBP INC 4.33%
SLI American Equity Income 4.21%
Standard Life Inv European Eq Inc Inst Inc Unhdg 4.15%
31/01/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date14/02/2006
  • Share Class size263Mn
  • Base currencyGBX
  • ISIN GB00B0WS5Y05

Purchase Info

  • Min. initial investment50,000
  • Min. regular additional investment5,000

Charges

  • Annual management1.20%
  • Initial investment4.00%

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