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Standard Life Inv UK Equity High Alpha

Ranked 231 out of 255 in - UK (All Companies) over 12 months
All calculations are in GBP unless stated

Managed by

Frederik Nassauer

Objective

The Fund aims to provide a balance of long term growth with some income over the longer term by investing in a relatively concentrated portfolio of shares of companies listed on the UK stock market. The fund may also invest in UK smaller companies. The fund 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 231/255 Total Return
  • Rank 227/255 Standard Deviation
  • Rank 226/255 Max Drawdown
Fund Name Currency Return
229 SVM UK Growth A GBP

-2.9%

230 Premier Ethical C Inc GBP

-3.1%

231 Standard Life Inv UK Equity High Alpha Ret Inc GBP

-3.1%

232 Merian UK Equity A Inc GBP

-3.2%

233 Kames Ethical Equity B Acc GBP

-3.4%

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 7.9%
2018 -15.6% -6.0% 8.4% -1.5% -15.9%
2017 17.9% 4.8% -1.6% 6.1% 7.7%
2016 4.2% -3.6% -9.8% 13.1% 5.9%
2015 8.5% 6.5% 2.6% -8.0% 8.0%
2014 1.1% 1.8% -1.9% -0.4% 1.6%
2013 29.4% 10.7% 0.5% 10.8% 5.0%
2012 34.6% 17.6% -9.8% 15.2% 10.2%
2011 -17.7% 1.2% 1.3% -22.4% 3.5%
2010 32.8% 10.4% -13.8% 21.9% 14.5%
2009 74.9% -5.7% 35.1% 35.1% 1.6%
2008 -42.0% -5.3% -5.2% -17.5% -21.7%
2007 -1.2% 7.5% 3.4% -2.7% -8.6%
2006 24.8% 11.3% -2.9% 4.0% 11.0%
2005 30.0% 3.5% 4.4% 10.2% 9.2%
2004 11.5% 1.4% 1.3% 2.0% 6.5%
2003 21.7% -4.5% 13.8% 4.3% 7.3%
2002 -22.9% 1.8% -11.8% -13.8% -0.3%
2001 -9.8% -8.6% 3.4% -14.4% 11.5%
2000 -6.1% -6.8% -2.3% 3.1% 0.1%
1999 15.4% 5.2% 2.2% -5.0% 13.0%
1998 12.8% 16.9% -2.7% -11.7% 12.3%
1997 22.9% 6.5% 3.4% 14.0% -2.0%
1996 9.7% 0.3% 0.0% 5.4% 3.8%
1995 20.0% 1.8% 3.3% 6.7% 7.0%
1994 -8.0% -7.2% -5.5% 2.8% 2.2%
1993 29.1% 6.7% 1.1% 8.0% 10.8%
1992 8.7% 1.2% 13.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date30/01/1992
  • Share Class size198Mn
  • Base currencyGBP
  • ISIN GB0004330378

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment50

Charges

  • Annual management1.30%
  • Initial investment4.00%

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