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Standard Life Inv UK Equity General

Ranked 137 out of 255 in - UK (All Companies) over 12 months
All calculations are in GBP unless stated

Managed by

Guy Douthwaite

Objective

The fund aims to provide long term growth and is designed for investors who are looking for broad based exposure to the UK equity market by investing in a diversified portfolio of UK equity assets. The fund invests predominantly in the shares of large and medium sized companies listed on the UK stock markets and is actively managed by our investment team, who will select stocks to try to take advantage of opportunities they have identified.

Showing fund performance in United Kingdom View performance globally

Performance

UK (All Companies) over : 31/03/2018 - 31/03/2019
  • Rank 137/255 Total Return
  • Rank 158/255 Standard Deviation
  • Rank 125/255 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 8.8%
2018 -11.9% -6.8% 8.4% 0.3% -13.2%
2017 13.4% 4.7% 0.2% 2.5% 5.4%
2016 8.8% -3.0% -3.2% 11.1% 4.4%
2015 3.0% 6.0% -0.1% -8.8% 6.7%
2014 -1.9% -1.1% 0.1% -1.4% 0.5%
2013 22.6% 9.5% 0.3% 6.0% 5.4%
2012 14.3% 8.3% -5.3% 7.4% 3.9%
2011 -9.3% -0.1% -0.7% -14.5% 6.9%
2010 15.1% 7.2% -13.9% 15.5% 7.9%
2009 30.7% -11.0% 16.4% 21.3% 3.9%
2008 -32.3% -9.3% -2.1% -13.8% -11.5%
2007 5.0% 3.1% 3.4% -1.7% 0.1%
2006 19.0% 8.4% -3.1% 4.8% 8.1%
2005 23.8% 2.6% 4.9% 8.9% 5.6%
2004 15.0% 1.9% 2.5% 3.2% 6.7%
2003 20.7% -3.4% 11.7% 3.6% 7.9%
2002 -22.4% 1.4% -11.2% -13.7% -0.1%
2001 -10.9% -7.7% 2.8% -14.9% 10.4%
2000 -3.3% -4.9% -0.5% 2.4% -0.2%
1999 16.7% 6.7% 1.8% -4.4% 12.4%
1998 12.6% 16.1% -0.1% -13.9% 12.8%
1997 23.1% 4.7% 5.6% 12.0% -0.5%
1996 14.4% 2.3% 1.1% 6.2% 4.3%
1995 20.9% 2.2% 4.5% 7.0% 5.7%
1994 -8.2% -7.8% -5.4% 2.5% 2.6%
1993 23.7% 2.6% 0.8% 5.7% 13.1%
1992 21.6% 3.4% 4.8% 0.9% 11.2%
1991 15.5% 15.5% 0.2% 8.1% -7.7%
1990 -7.2% -4.7% 5.9% -15.0% 8.2%
1989 35.1% 15.5% 7.3% 4.6% 4.2%
1988 5.7% 2.0% 6.9% -2.3% -0.9%
1987 5.6% 20.0% 14.3% 5.0% -26.7%
1986 25.1% 22.4% 0.9% -4.7% 6.3%
1985 42.0% 8.0% 4.1% 14.9% 9.9%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
BP PLC ORD 5.97%
HSBC Holdings PLC ORD 5.41%
Royal Dutch Shell PLC ORD 3.99%
GlaxoSmithKline PLC ORD 3.60%
British American Tobacco PLC ORD 3.60%
Prudential PLC ORD 2.88%
Rio Tinto PLC ORD 2.83%
Glencore PLC ORD 2.69%
Royal Dutch Shell Plc B ORD 2.67%
Vodafone Group PLC ORD 2.40%
28/02/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date01/10/1982
  • Base currencyGBP
  • ISIN GB0008395831

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment0

Charges

  • Annual management0.75%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).