Standard Life Inv Myfolio Multi Mngr IV Ret Acc

Ranked 230 out of 262 in - Aggressive 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 have a preference to those assets providing potential for growth, such as equities.

Showing fund performance in United Kingdom View performance globally

Performance

Aggressive GBP over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 5.1%
2018 -7.3% -3.6% 3.6% 1.1% -8.1%
2017 10.0% 3.4% 1.7% 0.5% 4.1%
2016 11.5% -0.8% 1.3% 7.0% 3.7%
2015 3.2% 5.0% -1.8% -5.1% 5.4%
2014 6.4% -0.1% 1.3% 2.2% 2.9%
2013 14.5% 7.8% -1.2% 3.8% 3.7%
2012 11.5% 6.8% -2.9% 4.9% 2.5%
2011 -2.1% 0.3% -0.3% -6.0% 4.1%
2010 4.2%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
JOHCM UK Dynamic Y Acc 6.90%
Investec UK Alpha I Acc 6.51%
TM Fulcrum Diversified Core Absolute Rtn C Acc GBP 5.09%
Majedie UK Equity X Acc 5.00%
Vanguard US Equity Index Inst Plus GBP Acc 4.62%
Invesco Global Targeted Returns (UK) Z Acc 4.58%
Janus Henderson UK Property PAIF I Acc 4.58%
AQR Systematic Total Return UCITS C2 Acc GBP 4.22%
Schroder ISF Multi-Asset TotalReturn GBP Hgd X Acc 4.12%
No name available 3.96%
28/02/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date30/09/2010
  • Share Class size418Mn
  • Base currencyGBX
  • ISIN GB00B55QRR32

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).