Standard Life Inv Global Equity Inc Rtl Fdr Acc

Ranked 56 out of 101 in - Global Equity Income over 12 months
All calculations are in GBP unless stated

Managed by

Dominic Byrne

Objective

The fund aims to provide income and some capital growth over the longer term by investing predominantly in the shares of companies listed on global stock markets. The fund typically holds a concentrated portfolio of stocks and may also hold a proportion in government, corporate and other bonds to supplement the income of the fund. The fund is actively managed by our investment team, who will select stocks to try to take advantage of opportunities they have identified.

Showing fund performance in United Kingdom View performance globally

Performance

Global Equity Income over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 7.0%
2018 -8.3% -7.9% 6.3% 2.2% -8.3%
2017 8.0% 4.4% 0.9% -0.9% 3.6%
2016 18.3% 0.4% 4.1% 8.0% 4.8%
2015 9.9% 8.7% -4.5% -2.5% 8.7%
2014 6.3% -0.9% 2.0% 2.9% 2.2%
2013 25.8% 14.3% 1.3% 2.4% 6.0%
2012 15.6% 10.2% -3.4% 6.0% 2.4%
2011 -8.2% 0.0% 0.1% -13.0% 5.5%
2010 15.4% 7.2% -12.2% 10.7% 10.8%
2009 26.6% -8.1% 10.8% 20.2% 3.5%
2008 -24.7% -9.7% -0.4% -11.5% -5.4%
2007 8.7% 3.8% 4.6% 1.0% -0.9%
2006 14.3% 7.3% -4.9% 4.7% 7.0%
2005 24.5% 2.9% 3.7% 10.0% 6.0%
2004 11.3% 1.9% 1.4% 0.6% 7.1%
2003 22.8% -0.8% 9.9% 5.8% 6.5%
2002 -24.4% 2.1% -13.2% -14.5% -0.2%
2001 -13.2% -7.9% 1.1% -16.7% 11.8%
2000 -6.5% 1.5% -3.5% -0.9% -3.6%
1999 22.4% 4.9% 3.5% -3.7% 17.1%
1998 15.1% 12.5% 1.4% -10.6% 12.8%
1997 8.9% 4.7% 4.7% 4.1% -4.5%
1996 11.6% 4.2% 1.0% 3.3% 2.7%
1995 19.4% 1.5% 5.3% 6.1% 5.4%
1994 -7.0% -5.1% -4.5% 1.8% 0.8%
1993 28.5% 4.1% 2.9% 6.7% 12.5%
1992 21.3% 3.3% 0.4% 2.7% 13.9%
1991 16.9% 16.6% 1.5% 4.4% -5.4%
1990 -16.1% -6.0% 3.1% -18.6% 6.3%
1989 34.1% 11.6% 8.4% 6.1% 4.5%
1988 12.0% 5.2% 6.0% -0.8% 1.3%
1987 -5.0% 14.0% 9.4% 3.2% -26.2%
1986 -3.6% 4.6%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
Microsoft Corp ORD 3.43%
Verizon Communications Inc ORD 3.14%
Johnson & Johnson ORD 2.96%
CMS Energy Corp ORD 2.91%
Pfizer Inc ORD 2.84%
Zurich Insurance Group AG ORD 2.72%
Cisco Systems Inc ORD 2.67%
Nextera Energy Inc ORD 2.64%
ASR Nederland NV ORD 2.51%
Enel SpA ORD 2.46%
28/02/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date01/05/1986
  • Share Class size124Mn
  • Base currencyGBP
  • ISIN GB0004330600

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment50

Charges

  • Annual management1.00%
  • Initial investment5.50%

Related News

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