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Standard Life Inv Myfolio Market III Ret Acc

Ranked 91 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 a total return from a combination of income and capital appreciation over the longer term, investing mainly in a range of collective investment schemes to achieve a broad exposure to diversified investments, including equities, fixed and variable rate interest bearing securities and immoveable property. Exposure to equities and fixed and variable interest bearing securities is achieved by investing mainly in passively managed collective investment schemes. Exposure to immoveable property is achieved by investing mainly in actively managed collective investment schemes.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 5.6%
2018 -4.2% -3.6% 4.0% 1.9% -6.2%
2017 8.8% 3.4% 1.0% 0.3% 4.0%
2016 14.0% 1.3% 2.8% 7.0% 2.4%
2015 1.6% 4.9% -3.1% -4.9% 5.1%
2014 6.5% 0.3% 1.9% 1.3% 2.9%
2013 11.0% 6.9% -1.5% 2.8% 2.4%
2012 9.2% 5.0% -2.1% 4.5% 1.7%
2011 -0.1% 0.3% 0.3% -5.3% 4.9%
2010 4.1%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
Vanguard FTSE UK AllShareIdx UnitTr InstPls GBP Ac 8.96%
Legal & General UK Index C Acc 8.93%
BCIF Continental European Equity Trackr L Acc 7.40%
Vanguard Global Corp Bd Idx Inst + GBP Hdg 7.37%
Legal & General EM Govt Bd (Loc Curr) Idx C Acc 7.05%
Vanguard US Equity Index Inst Plus GBP Acc 6.31%
BCIF Japan Equity Tracker L Acc 5.79%
SLI UK Real Estate Inst Acc 5.14%
Vanguard Emerging Mkts Stock Index Inst Plus A GBP 4.75%
BCIF Pacific Ex Japan Equity Tracker L Acc 4.27%
28/02/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date30/09/2010
  • Share Class size1,667Mn
  • Base currencyGBX
  • ISIN GB00B585DT13

Purchase Info

  • Min. initial investment50,000
  • Min. regular additional investment5,000

Charges

  • Annual management0.60%
  • 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).