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STANDARD LIFE ALLIANZ BRIC STARS 2 LF - Fund overview

No Bestinvest rating


Overview of STANDARD LIFE ALLIANZ BRIC STARS 2 LF

A specialised emerging markets fund with at least two-thirds of its assets invested in equities of BRIC countries – Brazil, Russia, India and China. The fund combines a top-down country selection process and fundamental stock research. The fund is relatively concentrated and likely to have higher country weightings than a mainstream emerging markets fund and should therefore be regarded as higher risk.

Standard Initial Charge

No data available.

Fund summary

Sector  –
Product type  INSURANCE BOND
Launched  March, 2006
Size  £269m
Yield 0.0%
Charging basis  –
Dividends paid  –
Bid price 116.71p

Fund Charges

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

Bestinvest says


No information available.

Portfolio

standard life allianz bric stars 2 lf asset allocation illustration
Allocation Proportion
Equity 95%
High yield bonds
Quality bonds 0%
Property 0%
Commodities
Hedge
Fund cash 5%
standard life allianz bric stars 2 lf equity geographic illustration
Allocation Proportion
UK 0%
Europe 4%
Nth America 0%
Japan 2%
Pacific 22%
Other Equity 72%
standard life allianz bric stars 2 lf equity capitalisation illustration
Allocation Proportion
Large Caps 79%
Mid Caps 15%
Small Caps 6%

Investment process


The fund looks to achieve capital growth by investing at least two-thirds of its assets in equity markets of BRIC countries. Up to a third of the investments may be in companies in other countries including developed and other emerging markets that are linked to the BRIC countries. The fund’s investment process involves systematic country allocation and fundamental stock research. A country scoring model ranks the relative attractiveness of countries within the emerging markets universe while the fund’s stock research focuses on cash generative companies with strong management and positive margins. The fund favours mid cap companies and has a weighted benchmark strategy giving equal weight to each BRIC country.

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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