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STANDARD LIFE UK EQUITY HIGH ALPHA R - Fund overview

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Overview of STANDARD LIFE UK EQUITY HIGH ALPHA R

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

Standard Initial Charge

4.00% 0.00%

Invest via Bestinvest

to save 4.00%

Find out how to invest

Fund summary

Sector  UK All Companies
Product type  OEIC
Launched  February, 1992
Size  £53m
Yield 3.3%
Charging basis  Capital
Dividends paid  31/1, 30/4, 31/7, 31/10.
Bid price(inc) 58.54p
Bid price(acc) 106.30p

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 1.59%
Reduction in yield (10yr) 1.59%

Bestinvest says


No information available.

Portfolio

standard life uk equity high alpha r asset allocation illustration
Allocation Proportion
Equity 100%
High yield bonds 0%
Quality bonds 0%
Property 0%
Commodities 0%
Hedge 0%
Fund cash 0%
standard life uk equity high alpha r equity geographic illustration
Allocation Proportion
UK 100%
Europe 0%
Nth America 0%
Japan 0%
Pacific 0%
Other Equity 0%
standard life uk equity high alpha r equity capitalisation illustration
Allocation Proportion
Large Caps 41%
Mid Caps 27%
Small Caps 32%

View all performance data for STANDARD LIFE UK EQUITY HIGH ALPHA R

Investment process


The fund's strategy is based on providing a balance between capital growth and income. The stock selection process aims to identify improving situations which are not fully recognised by the market. The manager uses a number of indicators including company visits, earnings momentum and traditional valuation measures.

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.

Bestinvest (Brokers) Ltd & Bestinvest (Consultants) Ltd are authorised and regulated by the Financial Services Authority. This site is for UK Investors only

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