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STANDARD LIFE AMERICAN EQUITY UNCONSTRAINED R - Fund overview

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Overview of STANDARD LIFE AMERICAN EQUITY UNCONSTRAINED R

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. STANDARD LIFE AMERICAN EQUITY UNCONSTRAINED R does not fall into either of these categories at present.

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Fund summary

Sector	North America
Product type	OEIC
Launched	November, 1998
Size	£51m
Yield	0.0%
Charging basis	Income
Dividends paid	Acc units only.
Bid price	60.11p

Fund Charges

Standard Initial charge	4.00%
Initial charge via Bestinvest	0.00%
Additional bid/offer spread	0.00%
Annual management charge	1.50%
Total expense ratio	1.63%
Reduction in yield (10yr)	1.63%

Bestinvest says

No information available.

Portfolio

standard life american equity unconstrained r asset allocation illustration

Allocation		Proportion

	Equity	98%
	High yield bonds	0%
	Quality bonds	0%
	Property	0%
	Commodities	0%
	Hedge	0%
	Fund cash	2%

standard life american equity unconstrained r equity geographic illustration

Allocation		Proportion

	UK	0%
	Europe	1%
	Nth America	96%
	Japan	0%
	Pacific	0%
	Other Equity	3%

standard life american equity unconstrained r equity capitalisation illustration

Allocation		Proportion

	Large Caps	62%
	Mid Caps	28%
	Small Caps	10%

View all performance data for STANDARD LIFE AMERICAN EQUITY UNCONSTRAINED R

Investment process

The fund aims to provide capital appreciation investing in a portfolio of mainly US equities. Holdings are concentrated in mid to large capitalisation companies and the number of stocks held currently ranges between 40-100.

The value of your investments and the income from them can go down as well as up, and you can get back less than you originally invested. Past performance or any yields quoted should not be considered reliable indicators of future returns. Before investing in funds please check the specific risk factors on the key features document or refer to our risk warning notice as some funds can be high risk or complex; they may also have risks relating to the geographical area, industry sector and/or underlying assets in which they invest. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

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