Standard Life Inv Myfolio Multi Mngr V Ret Acc

Ranked 231 out of 262 in - Aggressive 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 Sub-fund aims to provide growth over the long term while being managed to a defined level of risk. The Sub-fund is one of the five Sub-funds in the MyFolio Multi-Manager range each of which offers a different level of expected investment risk and return. Each Sub-funds risk target is expressed as a percentage of the expected risk of global equities on a 10 year time horizon. This fund targets risk (volatility) in the range of 70-110% global equities and aims to optimise returns through investment in a portfolio of actively managed funds.

Showing fund performance in United Kingdom View performance globally

Performance

Aggressive GBP over : 31/05/2018 - 31/05/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 5.9%
2018 -8.9% -4.5% 4.6% 1.4% -10.1%
2017 11.3% 3.9% 1.9% 0.5% 4.7%
2016 13.9% -0.9% 1.6% 8.4% 4.4%
2015 3.3% 5.6% -2.2% -5.8% 6.3%
2014 6.5% -0.5% 1.2% 2.4% 3.3%
2013 17.5% 9.8% -1.1% 4.0% 4.0%
2012 11.9% 7.9% -4.1% 5.2% 2.8%
2011 -5.0% 0.0% -0.7% -8.4% 4.3%
2010 5.5%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/04/2019

Top 10 Holdings

Stock Size
JOHCM UK Dynamic Y Acc 8.85%
Investec UK Alpha I Acc 8.48%
Vanguard US Equity Index Inst Plus GBP Acc 7.39%
Majedie UK Equity X Acc 6.27%
TM Fulcrum Diversified Core Absolute Rtn C Acc GBP 5.25%
Invesco Global Targeted Returns (UK) Z Acc 4.94%
LF Morant Wright Nippon Yield B Acc 4.63%
AQR Systematic Total Return UCITS C2 Acc GBP 4.56%
Fidelity UK Smaller Companies W Acc 4.17%
Invesco European Equity Income (UK) Z Acc 3.95%
30/04/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date30/09/2010
  • Share Class size249Mn
  • Base currencyGBP
  • ISIN GB00B52RKW59

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment50

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).