Standard Life Inv UK Equity Growth

Ranked 141 out of 255 in - UK (All Companies) over 12 months
All calculations are in GBP unless stated

Managed by

Andrew Millington

Objective

The fund aims to provide long term growth by investing in a concentrated portfolio of shares of companies listed on the UK stock market. 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

UK (All Companies) over : 31/03/2018 - 31/03/2019
  • Rank 141/255 Total Return
  • Rank 176/255 Standard Deviation
  • Rank 172/255 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 9.4%
2018 -11.8% -6.0% 9.1% -0.4% -13.7%
2017 13.3% 4.6% -0.8% 3.8% 5.3%
2016 4.8% -5.2% -6.4% 12.6% 4.9%
2015 5.1% 6.8% 0.6% -8.1% 6.4%
2014 -3.7% -1.4% -0.9% -1.3% -0.1%
2013 25.0% 9.3% 0.5% 7.4% 6.0%
2012 13.6% 8.6% -7.7% 8.2% 4.8%
2011 -13.4% -0.7% -1.1% -16.7% 6.0%
2010 14.5% 6.0% -14.7% 15.7% 9.5%
2009 29.2% -8.1% 12.6% 21.3% 2.9%
2008 -31.2% -8.2% -0.4% -15.2% -11.2%
2007 6.5% 3.4% 4.4% -1.2% -0.1%
2006 17.8% 9.8% -4.0% 4.0% 7.6%
2005 26.3% 3.3% 4.6% 9.7% 6.6%
2004 15.6% 2.0% 3.0% 3.4% 6.5%
2003 21.1% -2.0% 12.8% 4.4% 5.0%
2002 -26.5% 1.1% -15.0% -14.2% -0.4%
2001 -7.1% -2.6% 2.9% -16.5% 11.0%
2000 -7.7% -13.5% 2.4% -0.4% 4.6%
1999 20.1% 10.0% 4.9% -4.6% 9.1%
1998 17.5% 23.7% 1.2% -13.9% 9.0%
1997 14.2% 4.0% 1.7% 7.5% 0.5%
1996 31.6% 10.2% 6.1% 4.3% 7.9%
1995 30.6% 1.8% 7.7% 13.9% 4.5%
1994 -14.8% -4.9% -8.9% -1.1% -0.6%
1993 32.8% 2.6% 5.1% 7.3% 14.7%
1992 19.9% 4.4% 4.1% -2.5% 13.2%
1991 22.5% 16.6% 0.9% 8.9% -4.3%
1990 -7.8% -3.6% 3.0% -13.8% 7.7%
1989 37.4% 17.1% 7.8% 4.6% 4.1%
1988 7.3% 2.9% 6.7% -2.4% 0.0%
1987 13.4% 22.7% 16.5% 5.7% -24.9%
1986 -5.1% 7.5%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
BP PLC ORD 6.05%
HSBC Holdings PLC ORD 5.64%
Royal Dutch Shell PLC ORD 4.44%
British American Tobacco PLC ORD 3.89%
Prudential PLC ORD 3.52%
GlaxoSmithKline PLC ORD 3.32%
Reckitt Benckiser Group PLC ORD 3.04%
Royal Dutch Shell Plc B ORD 2.92%
AstraZeneca PLC ORD 2.85%
Relx PLC ORD 2.42%
28/02/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date01/05/1986
  • Share Class size217Mn
  • Base currencyGBP
  • ISIN GB0004330717

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment50

Charges

  • Annual management1.30%
  • Initial investment4.00%

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).