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Standard Life Inv UK Gilt

Ranked 15 out of 24 in - UK Gilt over 36 months
All calculations are in GBP unless stated

Managed by

Philip Laing

Philip Laing is investment director and head of nominal rates at Standard Life Investments. Philip joined the firm in 2001 and is responsible for leading the management of the government rates team and coordinating strategic decisions across a range of bond portfolios. Prior to this, he was an investment manager at Scottish Life Assurance Company. Philip qualified as an Associate of UKSIP in 1993 and graduated from Heriot Watt University with a First Class (Hons) degree in Mathematics.

Liam O'Donnell

Objective

The fund aims to provide income by investing in mainly UK Government securities. The fund is actively managed by our investment teams who may also invest a proportion of assets in other bonds (e.g. government backed securities, overseas government bonds, index-linked gilts, corporate bonds and floating rate notes (FRNs) and/ or money market instruments in order to take advantage of opportunities they have identified.

Showing fund performance in United Kingdom View performance globally

Performance

UK Gilt over : 30/04/2016 - 30/04/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 3.3%
2018 -0.3% 0.2% 0.2% -2.4% 1.8%
2017 0.4% 1.2% -1.5% -1.2% 1.9%
2016 9.6% 4.2% 6.1% 3.6% -4.4%
2015 -0.5% 2.9% -4.2% 3.2% -2.1%
2014 11.4% 1.9% 0.8% 2.9% 5.3%
2013 -4.9% 0.6% -4.1% 0.2% -1.6%
2012 1.6% -2.0% 4.1% 0.1% -0.6%
2011 14.9% -0.2% 2.6% 6.5% 5.4%
2010 6.6% 1.6% 3.9% 4.2% -3.1%
2009 -0.5% 0.7% -1.2% 2.8% -2.6%
2008 12.0% 1.3% -3.2% 4.5% 9.2%
2007 4.9% -0.1% -2.6% 3.6% 4.1%
2006 0.0% -0.3% -1.7% 3.2% -1.2%
2005 7.0% -0.1% 4.1% 0.9% 1.9%
2004 5.3% 1.6% -1.6% 3.2% 2.1%
2003 0.5% 0.7% 1.3% -0.9% -0.5%
2002 7.8% -0.7% 2.9% 4.7% 0.7%
2001 1.7% 1.0% -3.4% 4.1% 0.1%
2000 8.2% 2.1% 1.7% 0.3% 3.9%
1999 -2.0% -0.6% -2.6% -2.3% 3.6%
1998 18.5% 3.1% 2.1% 7.8% 4.5%
1997 14.6% 1.1% 6.1% 4.6% 2.2%
1996 5.0% -3.6% 3.7% 6.6% -1.4%
1995 19.0% 8.4% -1.7% 3.7% 7.7%
1994 -10.4% -5.9% -6.6% 1.9% 0.0%
1993 26.1% 6.6% 0.9% 11.6% 5.1%
1992 15.5% 3.9% 3.0% 4.6% 3.1%
1991 18.3% 5.0% 0.0% 14.8% -1.8%
1990 5.1% -10.4% 8.8% 0.1% 7.6%
1989 6.8% 6.2% -3.2% 1.1% 2.8%
1988 9.7% 6.9% -1.8% 6.3% -1.6%
1987 21.0% 15.4% 2.3% -2.6% 5.2%
1986 -4.0% 8.8%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/03/2019

Top 10 Holdings

Stock Size
United Kingdom 1.750% 22-Jul-2019 10.74%
United Kingdom 2.750% 07-Sep-2024 6.13%
United Kingdom 4.250% 07-Dec-2049 4.76%
United Kingdom 3.500% 22-Jul-2068 4.23%
United Kingdom 1.500% 22-Jul-2026 3.95%
United Kingdom 4.750% 07-Dec-2030 3.72%
United Kingdom 2.500% 22-Jul-2065 3.65%
United Kingdom 4.250% 07-Jun-2032 3.42%
United Kingdom 4.500% 07-Sep-2034 3.20%
United Kingdom 5.000% 07-Mar-2025 3.11%
31/03/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date01/05/1986
  • Share Class size36Mn
  • Base currencyGBP
  • ISIN GB0004331129

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment50

Charges

  • Annual management1.00%
  • Initial investment3.00%

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