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Standard Life Inv Myfolio Managed Inc II Rtl Acc

Ranked 81 out of 129 in - Conservative 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 the longer term. Investing mainly in a range of collective investment schemes managed or operated within the Standard Life group of companies, the fund achieves a broad exposure to diversified investments, including equities, absolute returns, fixed and variable rate interest bearing securities and immoveable property. The fund may also invest in transferable securities, money-market instruments, deposits and cash. Typically, the fund will have a high exposure to lower risk assets, such as bonds.

Showing fund performance in United Kingdom View performance globally

Performance

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

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 4.4%
2018 -5.4% -2.8% 1.3% 0.7% -4.6%
2017 5.4% 2.2% 0.6% 0.4% 2.2%
2016 6.4% 0.0% 0.5% 5.3% 0.4%
2015 1.7% 3.3% -2.1% -2.3% 3.0%
2014 6.7% 1.1% 1.4% 1.4% 2.6%
2013 6.8% 4.8% -1.6% 1.5% 2.0%
2012 9.5% 4.3% 0.0% 3.1% 1.8%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
BNY Mellon US Equity Income GBP E Inc 3.35%
SLI UK Real Estate Inst Acc 2.87%
TM Fulcrum Income F GBP Inc 2.75%
Invesco Global Targeted Income (UK) Z Inc 2.71%
Schroder Asian Income L Inc 2.51%
CC Japan Income & Growth GBP (unhedged) S Inc 1.72%
LF Morant Wright Nippon Yield B Inc 1.68%
US Treasury 0.750% 15-Jul-2028 0.57%
Royal Dutch Shell PLC ORD 0.55%
BP PLC ORD 0.53%
28/02/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date14/12/2011
  • Share Class size61Mn
  • Base currencyGBX
  • ISIN GB00B78HG816

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).