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Standard Life Inv North America

Ranked 416 out of 867 in - US over 12 months
All calculations are in USD unless stated

Managed by

Jaime Ramos-Martin

Jaime Ramos-Martin graduated from the London Business School. He joined Standard life Investments in 2005 where he currently works as an investment director and is also a fund manager of European portfolios. Prior to this he spent four years at Mercer Investment Consulting’s Madrid office and began his career in 1999 in the Central Bank of Spain where he worked in the Foreigh Reserves department.

Objective

The fund aims to provide long term growth and is designed for investors who are looking for broad based exposure to the North American equity markets. The fund invests predominantly in the shares of companies listed on the US stock markets and is actively managed by our investment team, who will select stocks to try to take advantage of opportunities they have identified. The fund may use derivatives to reduce risk or cost or to generate additional capital or income at low risk, or to meet its investment objective.

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

Performance

US over : 31/08/2016 - 31/08/2017
  • Rank 416/867 Total Return
  • Rank 252/867 Standard Deviation
  • Rank 208/867 Max Drawdown
Fund Name Currency Return
416 Standard Life Inv North America Acc USD

13.9%

416 DWS US Growth USD

13.9%

418 Principal USA LP3 USD

13.9%

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 6.2% 3.4%
2016 7.6% -2.3% 1.0% 5.3% 3.6%
2015 1.2% 1.7% 0.3% -8.0% 7.8%
2014 15.3% 2.0% 7.0% -0.2% 5.9%
2013 32.8% 9.8% 3.0% 8.9% 7.9%
2012 12.9% 13.9% -6.5% 7.4% -1.3%
2011 -5.2% 2.7% -1.3% -14.4% 9.2%
2010 15.6% 4.5% -12.7% 10.1% 15.1%
2009 36.9% -6.1% 18.7% 16.3% 5.6%
2008 -40.8% -11.2% 2.2% -19.6% -18.8%
2007 8.6% 3.3% 6.1% 3.1% -3.9%
2006 15.6% 4.0% 0.3% 4.0% 6.6%
2005 3.2% -0.1% -0.1% 2.4% 1.0%
2004 9.1% 1.3% 1.3% -1.7% 8.2%
2003 26.5% -0.7% 11.3% 3.0% 11.0%
2002 -23.3% -1.9% -13.6% -15.3% 6.7%
2001 -11.3% -14.7% 7.7% -16.4% 15.5%
2000 -7.9% 2.2% -3.5% 0.0% -6.7%
1999 10.2% 1.5% 5.4% -5.4% 9.0%
1998 19.6% 11.7% 0.3% -8.7% 16.9%
1997 23.1% 4.5% 9.6% 9.1% -1.5%
1996 18.3% 6.7% 1.9% 2.5% 6.1%
1995 1.9%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/07/2017

Top 10 Holdings

Stock Size
Apple Inc ORD 4.15
Microsoft Corp ORD 3.16
Facebook Inc ORD 3.09
UnitedHealth Group Inc ORD 2.70
Comcast Corp ORD 2.56
Celgene Corp ORD 2.44
American Tower Corp ORD 2.28
Alphabet Inc ORD 2.24
McDonald's Corp ORD 2.20
PepsiCo Inc ORD 2.01
31/07/2017

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date16/05/1986
  • Share Class size643Mn
  • Base currencyGBP
  • ISIN GB0008396680

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment0

Charges

  • Annual management0.75%

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