Standard Life Inv European

Ranked 75 out of 113 in - Europe Excluding UK over 36 months
All calculations are in GBP unless stated

Managed by

Susan Tarry

Objective

The investment objective is to provide capital growth through investment in Europe, mainly in equities. The current policy is to actively manage a portfolio consisting wholly or mainly of securities in European companies.

Showing fund performance in United Kingdom View performance globally

Performance

Europe Excluding UK over : 30/04/2016 - 30/04/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 7.7%
2018 -14.6% -4.8% 2.8% 2.2% -14.6%
2017 15.7% 5.7% 4.9% 3.0% 1.3%
2016 17.7% -0.7% 0.4% 13.2% 4.4%
2015 7.8% 11.5% -5.9% -6.3% 9.6%
2014 -3.2% 1.1% -1.8% -2.4% -0.2%
2013 24.8% 10.7% 1.4% 6.0% 5.0%
2012 23.2% 11.9% -8.4% 12.7% 6.6%
2011 -19.3% 1.8% 0.5% -22.0% 1.2%
2010 10.6% 2.8% -14.1% 14.2% 9.7%
2009 17.4% -18.0% 10.8% 27.5% 1.3%
2008 -22.0% -9.7% -2.0% -11.7% -0.2%
2007 16.9% 5.3% 6.8% 2.3% 1.6%
2006 18.7% 11.7% -6.9% 6.6% 7.1%
2005 25.8% 1.5% 3.5% 11.7% 7.2%
2004 12.2% -2.0% 3.7% 0.9% 9.5%
2003 25.5% -3.8% 13.7% 1.7% 12.9%
2002 -27.0% 0.7% -12.2% -19.6% 2.8%
2001 -20.7% -14.2% -1.3% -18.1% 14.2%
2000 1.1% 4.0% 1.7% -2.8% -1.7%
1999 19.5% -3.2% 3.3% -3.8% 24.3%
1998 31.5% 18.2% 11.4% -16.8% 20.0%
1997 14.4% 8.4% 6.6% 6.1% -6.7%
1996 4.7% 5.0% 3.4% 0.0% -3.6%
1995 13.7% 1.9% 8.6% 1.0% 1.7%
1994 0.4% 0.2% -0.2% 1.0% -0.6%
1993 32.8% 7.7% 1.0% 10.9% 10.1%
1992 10.8% 7.5% -3.1% 0.6% 5.7%
1991 13.9% 13.4% 3.6% -0.2% -2.8%
1990 -22.5% 3.4% 2.1% -26.4% -0.2%
1989 55.0% 9.0% 20.4% 10.2% 7.2%
1988 26.9% 4.4% 12.6% 1.7% 6.2%
1987 -33.6% -4.2% -3.1% 6.8% -33.0%
1986 16.3% 7.9%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/03/2019

Top 10 Holdings

Stock Size
Nestle SA ORD 4.38%
Roche Holding AG Par 3.32%
Total SA ORD 3.08%
Novo Nordisk A/S ORD 2.83%
Novartis AG ORD 2.68%
ASML Holding NV ORD 2.62%
Airbus SE ORD 2.60%
Enel SpA ORD 2.23%
SAP SE ORD 2.20%
AXA SA ORD 2.20%
31/03/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date16/05/1986
  • Share Class size383Mn
  • Base currencyGBP
  • ISIN GB0008395948

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment0

Charges

  • Annual management0.75%
  • Initial investment7.50%

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