Standard Life Inv Myfolio Multi Mngr III Ret Acc

Ranked 324 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 a total return from a combination of income and capital appreciation over the longer term, investing mainly in a range of collective investment schemes from selected managers to achieve a broad exposure to 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 take a balanced view on lower and higher risk assets.

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 -6.1% -3.0% 2.6% 0.9% -6.5%
2017 8.0% 2.7% 1.4% 0.4% 3.3%
2016 9.7% -0.3% 1.2% 5.9% 2.6%
2015 2.4% 4.3% -1.9% -4.0% 4.1%
2014 5.8% 0.1% 1.3% 1.7% 2.7%
2013 10.6% 6.0% -1.3% 3.1% 2.6%
2012 10.1% 5.3% -1.8% 4.3% 2.1%
2011 0.8% 0.4% 0.3% -3.8% 4.1%
2010 2.1%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/01/2019

Top 10 Holdings

Stock Size
JOHCM UK Dynamic Y Acc 5.21%
Investec UK Alpha I Acc 4.89%
Neuberger Berman EM Debt Loc Curr GBP I4 Acc Unhdg 4.39%
TM Fulcrum Diversified Core Absolute Rtn C Acc GBP 3.95%
Majedie UK Equity X Acc 3.79%
Schroder ISF Multi-Asset TotalReturn GBP Hgd X Acc 3.71%
Janus Henderson UK Property PAIF I Acc 3.60%
Invesco Global Targeted Returns (UK) Z Acc 3.58%
Brookfield Gl Listed R Est UCITS Hdg Z 3.43%
AQR Systematic Total Return UCITS C2 Acc GBP 3.43%
31/01/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date30/09/2010
  • Share Class size860Mn
  • Base currencyGBX
  • ISIN GB00B4ZWVK55

Purchase Info

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

Charges

  • Annual management1.00%
  • 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).