Standard Life Inv European Ethical Equity

Ranked 45 out of 113 in - Europe Excluding UK over 36 months
All calculations are in GBP unless stated

Managed by

Sarah Norris

Objective

The fund aims to provide long term growth by investing in a diversified portfolio of European, excluding UK, equity assets that meet our strict ethical criteria. These criteria are agreed with the Standard Life Ethical Committee and may be amended from time to time if considered appropriate. The fund manager will exclude companies which fail to meet the ethical criteria whilst seeking to include companies whose business activities are regarded as making a positive contribution to society. The fund may use derivatives for the purpose of efficient portfolio management.

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 6.2%
2018 -13.0% -4.0% 2.8% 2.3% -13.8%
2017 17.3% 5.0% 6.4% 3.5% 1.5%
2016 16.7% -1.8% 0.5% 14.2% 3.5%
2015 6.5% 9.1% -5.4% -5.5% 9.2%
2014 -3.2% 0.4% -0.7% -4.8% 1.9%
2013 28.3% 10.1% 1.9% 8.3% 5.6%
2012 21.6% 11.2% -10.1% 13.0% 7.6%
2011 -22.4% 2.8% -2.6% -22.2% -0.4%
2010 6.1% 1.7% -15.0% 13.6% 8.1%
2009 18.7% -16.5% 12.4% 27.4% -0.8%
2008 -32.0% -10.5% -5.2% -14.7% -6.0%
2007 1.2%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/03/2019

Top 10 Holdings

Stock Size
Wolters Kluwer NV ORD 3.32%
SAP SE ORD 2.99%
Ambu A/S ORD 2.82%
ASML Holding NV ORD 2.66%
Swiss Re AG ORD 2.58%
Partners Group Holding AG ORD 2.54%
Allianz SE ORD 2.44%
Enel SpA ORD 2.29%
Adidas AG ORD 2.26%
SEB SA ORD 2.25%
31/03/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date24/09/2007
  • Share Class size202Mn
  • Base currencyGBX
  • ISIN GB00B1ZB0M68

Purchase Info

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

Charges

  • Annual management1.30%
  • 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).