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Standard Life Inv Myfolio Managed Inc III Rtl Acc

Ranked 300 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 an income-focused total return 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 take a balanced view on lower and higher risk assets.

Showing fund performance in United Kingdom View performance globally

Performance

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

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 4.7%
2018 -6.0% -3.1% 1.9% 1.1% -5.9%
2017 7.3% 2.6% 0.8% 0.6% 3.2%
2016 7.4% -0.3% 0.1% 6.0% 1.4%
2015 2.3% 3.7% -1.9% -3.5% 4.2%
2014 6.8% 1.1% 1.4% 1.6% 2.7%
2013 9.2% 6.0% -1.5% 1.9% 2.7%
2012 11.2% 5.8% -1.4% 3.1% 3.4%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
SLI UK Real Estate Inst Acc 8.37%
Invesco Global Targeted Income (UK) Z Inc 4.21%
TM Fulcrum Income F GBP Inc 4.20%
BNY Mellon US Equity Income GBP E Inc 4.12%
Schroder Asian Income L Inc 3.23%
CC Japan Income & Growth GBP (unhedged) S Inc 2.27%
LF Morant Wright Nippon Yield B Inc 2.24%
Royal Dutch Shell PLC ORD 0.75%
BP PLC ORD 0.73%
HSBC Holdings PLC ORD 0.56%
28/02/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date14/12/2011
  • Share Class size85Mn
  • Base currencyGBX
  • ISIN GB00B78HGP80

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).