Standard Life Inv Myfolio Managed Inc IV Rtl Acc

Ranked 340 out of 395 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 an income-focused return with some capital appreciation over long term. Investing mainly in a range of collective investment schemes from selected managers to achieve a broad exposure to a diversified investments including equities, absolute returns, fixed and variable rate interest bearing securities and immovable property. The fund may also invest in transferable securities, money market instruments, deposits and cash. Typically the fund will have a preference to those assets providing potential for growth, such as equities.

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 -7.7% -4.2% 3.0% 1.6% -8.0%
2017 8.1% 2.9% 0.8% 0.7% 3.4%
2016 8.2% -0.4% -0.2% 6.6% 2.1%
2015 2.8% 4.1% -1.7% -4.2% 4.9%
2014 7.3% 1.1% 1.4% 1.7% 3.0%
2013 11.9% 7.5% -1.5% 2.1% 3.5%
2012 12.0% 7.1% -2.4% 4.1% 3.0%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/01/2019

Top 10 Holdings

Stock Size
BNY Mellon US Equity Income GBP E Inc 6.59%
SLI UK Real Estate Inst Acc 5.28%
TM Fulcrum Income F GBP Inc 4.85%
Invesco Global Targeted Income (UK) Z Inc 4.81%
Schroder Asian Income L Inc 4.58%
CC Japan Income & Growth GBP (unhedged) S Inc 3.18%
LF Morant Wright Nippon Yield B Inc 3.09%
Royal Dutch Shell PLC ORD 1.06%
BP PLC ORD 1.00%
HSBC Holdings PLC ORD 0.87%
31/01/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date14/12/2011
  • Share Class size30Mn
  • Base currencyGBX
  • ISIN GB00B78HGR05

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).