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Standard Life Inv Myfolio MultiMngr Inc IV Rtl Acc

Ranked 293 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 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 to those assets providing potential for growth, such as equities.

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 5.3%
2018 -7.1% -3.8% 3.0% 1.3% -7.5%
2017 6.8% 2.7% 1.1% 0.0% 2.9%
2016 11.2% 0.8% 1.3% 5.8% 2.9%
2015 -0.1% 3.9% -3.1% -4.9% 4.3%
2014 5.7% -0.3% 2.6% 0.9% 2.4%
2013 9.9% 6.8% -1.5% 1.7% 2.6%
2012 12.4% 7.2% -1.8% 4.3% 2.4%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
Invesco European Equity Income (UK) Z Inc 7.67%
Artemis Income I Inc 6.45%
Threadneedle UK Equity Income Inst Net Inc GBX 6.32%
BNY Mellon US Equity Income GBP E Inc 6.21%
US Equity Income L Net Inc 5.70%
JPM US Equity Income B Inc 5.59%
Magna Emerging Markets Div B Dist GBP 5.13%
TM Fulcrum Income F GBP Inc 4.92%
Invesco Global Targeted Income (UK) Z Inc 4.90%
AQR Systematic Total Return UCITS C2 Acc GBP 4.81%
28/02/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date14/12/2011
  • Share Class size13Mn
  • Base currencyGBP
  • ISIN GB00B4Y32X90

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).