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Standard Life Inv Myfolio MultiMngr Inc II Rtl Acc

Ranked 90 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 total return 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 immoveable property. The fund may also invest in transferable securities, money-market instruments, deposits and cash. Typically, the Fund will have a preference towards 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 4.1%
2018 -5.0% -2.5% 1.3% 0.5% -4.3%
2017 4.8% 2.1% 0.7% 0.0% 1.9%
2016 7.9% 0.7% 1.3% 4.3% 1.4%
2015 0.1% 3.0% -2.6% -2.9% 2.6%
2014 6.1% 0.5% 1.8% 1.2% 2.5%
2013 4.7% 4.3% -2.0% 1.1% 1.4%
2012 9.9% 3.4% 0.4% 3.7% 2.0%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
Royal London Global Index Linked Inc Z 6.45%
PIMCO GIS Glo Invt Grd Crdt Inst GBP Hgd Inc 6.09%
Robeco Global Credits IBH GBP 6.09%
Royal London Short Duration Global Idx Lnk Z Inc 4.88%
Nomura Funds Ireland-US High Yield Bond ID GBPH 4.34%
Robeco Global Credits Short Maturity IBH GBP 4.13%
Invesco European Equity Income (UK) Z Inc 4.11%
T. Rowe Dynamic Global Bond C Inc 10 GBP 3.24%
Vontobel Fund TwentyFour Abs Ret Credit Fund G 3.23%
Royal London Short Duration Credit Z Inc 3.18%
28/02/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date14/12/2011
  • Share Class size23Mn
  • Base currencyGBX
  • ISIN GB00B7068P76

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).