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Standard Life Inv Myfolio Multi Mngr I Ret Acc

Ranked 101 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 a total return from a combination of income and capital appreciation over the longer term, investing mainly in a range of collective investment schemes from selected managers to achieve a broad exposure to diversified investments, including equities, absolute returns, fixed and variable rate interest bearing securities and immovable property. The fund may also invest in transferable securities, money-market instruments, deposits and cash. Typically, the Fund will have 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 3.1%
2018 -3.9% -1.7% 0.7% 0.2% -3.0%
2017 4.0% 1.5% 0.7% 0.1% 1.7%
2016 5.8% 0.6% 1.6% 3.6% 0.0%
2015 0.3% 2.6% -1.9% -1.7% 1.3%
2014 5.0% 0.8% 1.0% 1.1% 2.0%
2013 3.3% 2.8% -2.0% 1.5% 0.9%
2012 5.4% 1.4% 0.9% 1.6% 1.4%
2011 6.0% 0.4% 1.0% 1.0% 3.5%
2010 -1.8%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
T. Rowe Dynamic Global Bond C Acc 10 GBP 8.55%
Vontobel Fund TwentyFour Abs Ret Credit Fund G 8.23%
TwentyFour Corporate Bond I GBP Acc 5.70%
Payden Absolute Return Bond GBP Acc 5.70%
Fidelity Inst UK Corporate Bond Inc 5.64%
PIMCO GIS Glo Invt Grd Crdt Inst GBP Hgd Acc 4.64%
Robeco Global Credits IH GBP 4.63%
Royal London Short Duration Credit Z Inc 4.21%
Vanguard UK ShortTerm Invt Grd Bd Inst Plus Acc 4.13%
Royal London Short Duration Global Idx Lnk Z Inc 4.11%
28/02/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date30/09/2010
  • Share Class size72Mn
  • Base currencyGBX
  • ISIN GB00B5119S76

Purchase Info

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

Charges

  • Annual management1.00%
  • 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).