Standard Life Inv Myfolio Managed III Ret Acc

Ranked 312 out of 399 in - Balanced GBP over 12 months
All calculations are in GBP unless stated

Managed by

Bambos Hambi

Fund of fund manager Bambos Hambi graduated with a degree in Mathematics from the University of London and began his career in 1978 at Legal & General, in the actuarial department, before moving to their investment division. He joined Morgan Stanley Quilter in 1987 to manage pension and discretionary equity portfolios. He soon progressed to head up a team managing portfolios which focused exclusively on holding collective investments such as unit trusts. After brief stints at Friends Ivory Sime (1997-2001) and Rothschild (2001-2003) running fund of funds - heading up the latters fund of fund desk - he joined Gartmore in November 2003 as head of the groups multi-manager business. He then joined Standard Life Investments in 2011 where he is head of fund of funds management.

Objective

The fund aims to provide a total return from a combination of income and capital appreciation over the longer term. Investing mainly in a range of collective investment schemes managed or operated within the Standard Life group of companies, the fund achieves a broad exposure to diversified investments, including equities, absolute returns, fixed and variable rate interest bearing securities and immoveable property. The fund may also invest in transferable securities, money market instruments, deposits and cash. Typically the fund will take a balanced view on lower and higher risk assets.

Showing fund performance in United Kingdom View performance globally

Performance

Balanced GBP over : 30/04/2018 - 30/04/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 5.3%
2018 -6.8% -3.0% 2.6% 0.8% -7.1%
2017 8.8% 2.9% 1.0% 1.2% 3.5%
2016 7.2% -0.7% 0.2% 6.2% 1.4%
2015 3.7% 4.4% -1.5% -3.4% 4.4%
2014 6.7% 0.7% 1.2% 1.7% 2.9%
2013 12.1% 6.5% -0.7% 3.0% 2.9%
2012 11.0% 6.3% -2.2% 4.8% 1.9%
2011 -0.1% 1.4% 0.6% -6.1% 4.1%
2010 4.2%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
Inv Glo Abs Ret Strategies Inst Acc 10.88%
SLI Glo SICAV Global Corporate Bond S Acc GBP H 6.24%
SLI UK Real Estate Acc Feeder Inst Acc 6.17%
SLI Glo SICAV Abs Rtn Glo Bd Strategies D GBP 5.29%
Standard Life Inv UK Equity Inc Unconstr Inst Acc 4.90%
SLI Glo SICAV Global High Yield Bond DH GBP 4.29%
Standard Life Inv Global REIT A Acc 3.70%
Aberdeen Alternative Risk Premia E GBP H 3.56%
Standard Life Inv Gbl Em Mkts Equity Inc Inst Acc 3.50%
Standard Life Inv Pacific Basin Acc 3.39%
28/02/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date30/09/2010
  • Share Class size3,787Mn
  • Base currencyGBX
  • ISIN GB00B5333L24

Purchase Info

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

Charges

  • Annual management0.75%
  • 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).