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Standard Life Inv UK Ethical

Ranked 210 out of 255 in - UK (All Companies) over 12 months
All calculations are in GBP unless stated

Managed by

Lesley Duncan

Lesley Duncan was born in 1968 and gained a BA (Hons) in Business Economics (Finance) and an MPhil in International Finance. She has eight years of experience as a fund manager. Lesley started her career in 1993 at Botwell Asset Management, working as a Trainee Analyst responsible for the fundamental research of several UK sectors. In 1995, she joined Standard Life Investments as a Trainee Investment Analyst on the UK desk. From 1999-2001, Lesley became investment manager with responsibility for a UK segregated pension fund. She was appointed manager of the Standard Life Investments UK Ethical Fund in 2004.

Objective

The fund aims to provide long term growth by investing in a diversified portfolio of UK equity assets that meet our strict ethical criteria. These criteria are agreed with the Standard Life Ethical Committee and may be amended from time to time if considered appropriate. The fund manager will exclude companies which fail to meet the ethical criteria whilst seeking to include companies whose business activities are regarded as making a positive contribution to society.

Showing fund performance in United Kingdom View performance globally

Performance

UK (All Companies) over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 11.7%
2018 -14.8% -4.3% 7.2% 1.0% -17.8%
2017 24.0% 7.8% 4.8% 5.6% 3.9%
2016 -0.5% -5.3% -10.1% 13.5% 3.0%
2015 14.9% 4.9% 5.0% -2.3% 6.8%
2014 -2.3% 0.1% -5.1% -1.5% 4.4%
2013 34.5% 13.4% 1.2% 7.9% 8.6%
2012 21.8% 12.0% -6.0% 10.4% 4.9%
2011 -5.5% 1.4% 2.2% -12.0% 3.6%
2010 24.5% 7.4% -8.9% 16.2% 9.5%
2009 39.9% -4.9% 18.5% 21.2% 2.6%
2008 -39.9% -8.6% -0.5% -16.9% -20.5%
2007 -7.4% 3.0% 0.8% -6.1% -5.0%
2006 27.1% 10.5% -3.7% 6.3% 12.4%
2005 21.7% 1.6% 3.9% 7.5% 7.3%
2004 15.2% 4.8% 1.6% -0.9% 9.2%
2003 26.9% -3.9% 17.2% 6.5% 5.8%
2002 -23.7% 1.7% -13.3% -13.4% -0.1%
2001 -10.6% -6.1% 1.0% -15.5% 11.6%
2000 -2.8% -0.1% -4.9% 3.5% -1.1%
1999 18.0% 8.6% 2.1% -3.2% 10.0%
1998 5.1% -12.4% 7.2%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
Bellway PLC ORD 3.40%
Fevertree Drinks PLC ORD 3.30%
NMC Health PLC ORD 3.10%
Boohoo Group PLC ORD 2.74%
Prudential PLC ORD 2.72%
Redrow PLC ORD 2.61%
Howden Joinery Group PLC ORD 2.55%
AVEVA Group PLC ORD 2.04%
Polypipe Group PLC ORD 2.03%
Clinigen Group PLC ORD 2.00%
28/02/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date16/02/1998
  • Share Class size312Mn
  • Base currencyGBP
  • ISIN GB0004331012

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment50

Charges

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

Related News

UK prospects turn on US woes, says Forsyth

The UK stockmarket is set fair for 2001 given the relative stability of the UK economy although much depends on the health of the US economy, according to Amanda Forsyth, a respected fund manager at Standard Life Investments.

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