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STANDARD LIFE GLOBAL EQUITY INCOME R FOUNDER - Fund overview

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Overview of STANDARD LIFE GLOBAL EQUITY INCOME R FOUNDER

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

Standard Initial Charge

5.50% 0.00%

Fund summary

Sector	Flexible Investment
Product type	OEIC
Launched	May, 1986
Size	£89m
Yield	0.9%
Charging basis	Income
Dividends paid	Acc units only.
Bid price	131.10p

Fund Charges

Standard Initial charge	5.50%
Initial charge via Bestinvest	0.00%
Additional bid/offer spread	0.00%
Annual management charge	0.95%
Total expense ratio	1.06%
Reduction in yield (10yr)	1.06%

Bestinvest says

No information available.

Portfolio

standard life global equity income r founder asset allocation illustration

Allocation		Proportion

	Equity	92%
	High yield bonds	–
	Quality bonds	–
	Property	–
	Commodities	–
	Hedge	–
	Fund cash	8%

standard life global equity income r founder equity geographic illustration

Allocation		Proportion

	UK	44%
	Europe	22%
	Nth America	21%
	Japan	5%
	Pacific	8%
	Other Equity	0%

standard life global equity income r founder equity capitalisation illustration

Allocation		Proportion

	Large Caps	74%
	Mid Caps	19%
	Small Caps	7%

View all performance data for STANDARD LIFE GLOBAL EQUITY INCOME R FOUNDER

Investment process

The fund's objective is to provide capital appreciation, investing in an actively managed portfolio. The Fund invests in an actively managed, concentrated portfolio of investments. A substantial part of the portfolio will normally be held in UK equities with the remainder in overseas equities and where appropriate tactical positions will be taken in fixed interest. Aiming to add value through both asset allocation and stock selection, the investment manager will focus assets where the house view identifies the best relative opportunities, with stock selection delegated to a specialist regions.

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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