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Standard Life Wealth Phoenix (AAM15)-ACC B UNITS

Ranked 9 out of 57 in - Absolute Return GBP over 12 months
All calculations are in GBP unless stated

Managed by

Ben Ward

London-born Ben Ward works at Standard Life Wealth where he runs mixed asset strategies with a top down, growth and fundamental investment style. He also runs equity funds with a growth approach to investing. Ben graduated from the University of Leicester with a degree in economics and is also a CFA charterholder and ACMA and CGMA qualified. Currently based in London, his interests outside fund management include tennis, rugby and football.

Objective

The objective of the fund is to provide investors with long-term capital growth in excess of cash (cash being the London Inter-Bank Offered Rate (LIBOR)) returns from a balanced portfolio diversified across a range of assets. It may also invest in equities, fixed interest securities,collective investment schemes, warrants, deposits and approved money market instruments. The fund aims to deliver a performance of cash (1 month £ LIBOR) + 2% p.a. over 5 years. By investing in the fund, capital is at risk. The objective of the fund is to provide investors with long-term capital growth in excess of cash (cash being the London Inter-Bank Offered Rate (LIBOR)) returns from a balanced portfolio diversified across a range of assets. It may also invest in equities, fixed interest securities,collective investment schemes, warrants, deposits and approved money market instruments.

Showing fund performance in United Kingdom View performance globally

Performance

Absolute Return GBP over : 28/02/2018 - 28/02/2019

Total Return

Quarterly Performance

to 01/01/2019 Annual Q1 Q2 Q3 Q4
2018 -2.5% -2.9% 4.4% 1.1% -4.8%
2017 7.6% 3.8% 2.0% 0.1% 1.6%
2016 6.9% 0.1% 2.1% 6.3% -1.5%
2015 4.6% 5.1% -2.1% -1.6% 3.2%
2014 5.1% 0.4% 1.8% 0.9% 2.0%
2013 5.3% 6.9% -3.7% 1.1% 1.2%
2012 8.4% 3.6% -0.2% 4.9% 0.0%
2011 -1.2% 0.7% 1.4% -5.3% 2.2%
2010 13.0% 4.8% -2.1% 5.7% 4.1%
2009 20.8% -0.1% 5.4% 10.9% 3.5%
2008 -22.7% -4.1% 0.4% -7.8% -12.9%
2007 5.4% 2.2% 1.9% 0.9% 0.4%
2006 -2.8% 1.3% 3.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date14/03/2006
  • Share Class size143Mn
  • Base currencyGBP
  • ISIN GB00B0Z86F58

Purchase Info

  • Min. initial investment500,000
  • Min. regular additional investment0

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).