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Standard Life Inv American Equity Unconst

Ranked 575 out of 889 in - US over 12 months
All calculations are in USD unless stated

Managed by

Jeff Morris

Objective

The fund aims to provide long term growth by investing in US or Canadian equites (including a limited exposure to Latin and Central America). The fund typically holds a concentrated portfolio of stocks and is actively managed by our investment team, who will select stocks, without reference to index weight or size, to try to take advantage of opportunities they have identified. Due to the unconstrained nature of the fund investors must be willing to accept a relatively high degree of stock specific risk.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

US over : 31/12/2016 - 31/12/2017

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 17.8% 5.4% 3.8% 3.0% 4.5%
2016 7.4% -1.8% 1.6% 6.0% 1.6%
2015 0.5% 1.0% -0.1% -7.1% 7.2%
2014 15.7% 2.4% 6.7% -0.4% 6.3%
2013 33.4% 10.2% 3.0% 9.9% 6.9%
2012 13.9% 16.7% -8.7% 6.4% 0.5%
2011 -7.2% 2.2% 0.5% -16.0% 7.5%
2010 15.2% 4.2% -12.0% 8.9% 15.4%
2009 39.9% -5.8% 19.4% 17.3% 5.9%
2008 -43.8% -11.7% 2.3% -22.5% -19.7%
2007 7.4% 2.8% 5.7% 2.8% -3.9%
2006 14.9% 3.8% 0.2% 4.0% 6.3%
2005 2.2% -0.5% -0.1% 1.9% 0.9%
2004 9.0% 1.5% -0.3% -0.8% 8.6%
2003 28.0% -0.2% 11.3% 4.9% 9.8%
2002 -21.9% -1.2% -13.3% -15.2% 7.5%
2001 -11.5% -14.3% 8.2% -17.9% 16.2%
2000 -6.3% 1.0% -2.5% 0.5% -5.4%
1999 8.1% 1.7% 5.6% -7.8% 9.1%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/07/2017

Top 10 Holdings

Stock Size
UnitedHealth Group Inc ORD 4.24
First Republic Bank ORD 4.16
American Tower Corp ORD 4.14
Allegion PLC ORD 4.04
McDonald's Corp ORD 3.98
Kraft Heinz Co ORD 3.85
Comcast Corp ORD 3.80
Newell Brands Inc ORD 3.49
Facebook Inc ORD 3.46
Mastercard Inc ORD 3.31
31/07/2017

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date16/11/1998
  • Share Class size201Mn
  • Base currencyGBP
  • ISIN GB0004483326

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment50

Charges

  • Annual management1.50%
  • Initial investment4

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