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Standard Life Inv UK Opportunities

Ranked 235 out of 255 in - UK (All Companies) over 12 months
All calculations are in GBP unless stated

Managed by

Abby Glennie

Abby Glennie joined Standard Life Investments in February 2013 from Kames Capital. Glennie is responsible for the management of the UK Opportunities Fund, the Standard Life UK Smaller Companies Pension Fund and is joint manager of the Bothwell UK Equity Smaller Companies Fund. She joined Kames (previously Aegon Asset Management) in July 2007 as a graduate trainee investment manager, and worked in the UK equities team for five years. Her coverage over that period included a range of sectors such as technology hardware and software, food retail, small-cap healthcare, paper and packaging, and online gaming. Glennie joined the smaller companies team in January 2016. She has 10 years of experience in the industry, four of which are at Standard Life Investments. Her qualifications include an MA (Hons), CFA and IMC.

Objective

The Fund aims to provide long term growth by investing predominantly in the shares of small and medium sized companies listed on the UK stock market. The fund may also invest in larger UK 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 235/255 Total Return
  • Rank 252/255 Standard Deviation
  • Rank 251/255 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 13.7%
2018 -17.5% -2.3% 7.8% -0.5% -21.2%
2017 31.0% 9.7% 6.7% 5.4% 6.3%
2016 1.9% -6.1% -9.4% 15.6% 3.7%
2015 5.7% 7.7% 4.9% -6.9% 0.5%
2014 -2.8% 0.9% -6.0% 0.9% 1.5%
2013 38.2% 12.4% -0.1% 15.4% 6.6%
2012 27.1% 18.8% -8.9% 7.3% 9.4%
2011 -30.4% -3.3% -2.9% -19.3% -8.2%
2010 14.8% 2.1% -7.3% 8.9% 11.4%
2009 58.0% -1.3% 29.1% 25.2% -1.0%
2008 -36.8% -5.7% 0.1% -16.5% -19.8%
2007 -8.8% 4.2% -3.6% -4.9% -4.6%
2006 33.2% 11.1% -4.6% 7.7% 16.6%
2005 25.6% 3.5% 2.8% 9.0% 8.3%
2004 26.9% 10.4% 1.1% 2.0% 11.5%
2003 44.0% -2.0% 23.7% 15.3% 3.1%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
Dechra Pharmaceuticals PLC ORD 4.60%
JD Sports Fashion PLC ORD 4.49%
Cineworld Group PLC ORD 4.09%
Midwich Group PLC ORD 3.93%
RWS Holdings PLC ORD 3.72%
Fevertree Drinks PLC ORD 3.45%
Hilton Food Group PLC ORD 3.30%
NMC Health PLC ORD 3.13%
4imprint Group PLC ORD 2.94%
Auto Trader Group PLC ORD 2.90%
28/02/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date25/11/2002
  • Share Class size127Mn
  • Base currencyGBP
  • ISIN GB0032094392

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).