Standard Life Wealth Balanced Bridge -INC UNITS

Ranked 54 out of 262 in - Aggressive GBP over 12 months
All calculations are in GBP unless stated

Objective

The objective of the fund is to provide a combination of income and growth through a portfolio of UK and international securities. The fund may also invest in warrants, deposits, approved money market instruments, collective investment schemes, derivative instruments and forward transactions. The fund will follow a mixed portfolio approach comprising company shares and similar investments and bonds and similar debt investments. It will invest in bonds, issued by governments and companies, with high and low credit ratings (i.e. investment grade and sub-investment grade bonds as rated by Standard and Poor's or similar agencies). Additionally the fund may invest in other mutual funds.

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 8.0%
2018 -6.0% -4.5% 5.9% 1.1% -8.1%
2017 8.9% 4.3% 1.5% 0.4% 2.5%
2016 12.3% -0.3% 4.4% 7.4% 0.5%
2015 5.2% 6.4% -3.6% -2.1% 4.7%
2014 5.8% 0.7% 1.3% 1.4% 2.2%
2013 10.1% 8.6% -1.9% 0.9% 2.4%
2012 8.9% 4.4% 0.1% 4.5% -0.3%
2011 -4.2% 1.1% 0.0% -8.5% 3.6%
2010 15.7% 4.6% -4.3% 9.1% 6.0%
2009 18.4% -5.1% 5.3% 13.9% 4.0%
2008 -23.0% -7.1% 2.4% -11.9% -8.2%
2007 11.8% 2.6% 4.6% 1.8% 2.4%
2006 11.7% 7.8% -3.5% 2.4% 4.9%
2005 20.6% 2.8% 4.4% 7.9% 4.1%
2004 11.9% 2.2% 0.6% 3.3% 5.3%
2003 18.1% -3.4% 10.5% 3.5% 6.9%
2002 -14.8% 1.3% -7.8% -12.7% 4.4%
2001 -7.8% -5.3% 3.1% -12.1% 7.4%
2000 2.1% -1.0% 2.6% 0.3% 0.2%
1999 25.3% 11.0% 3.1% -2.8% 12.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Australia
  2. United Kingdom

Fund Info

  • Launch date23/12/1998
  • Share Class size736Mn
  • Base currencyGBP
  • ISIN GB0004833660

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment0

Charges

  • Annual management1.00%
  • Initial investment6.00%

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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).