Standard Life Investments

Enhanced-Diversification Multi Asset Fund A Acc EUR

Retail ISIN: LU1432322557

Price (EUR)
10.7544
Daily change
Up 0.01 (0.09%)
 
 
Change date
08/12/2017

Introduction

The fund aims to provide a long term total return through capital appreciation and income. It invests in a diversified portfolio of assets including equities, bonds, cash deposits and money-market instruments directly, via collective investment schemes and via derivatives. The fund is actively managed by our investment team and holds a portfolio of assets from both Europe and overseas, selected without reference to index weight or size, combined with strategies based on advanced derivative techniques designed to enhance portfolio diversification and thus lower volatility. The fund can take long and short positions in markets, securities and groups of securities through derivative contracts. Past performance is not a guide to future returns and future returns are not guaranteed. The price of assets and the income from them may go down as well as up and cannot be guaranteed; an investor may receive back less than their original investment. The fund will use derivatives extensively to reduce risk or cost, or to generate additional capital or income at low risk, or to meet its investment objective. Usage of derivatives is monitored to ensure that the fund is not exposed to excessive or unintended risks. The value of assets held within the fund may rise and fall as a result of exchange rate fluctuations.

Fund management

Multi Asset Investing Team

Our multi-asset investing team contains more than 40 highly talented and accomplished investment professionals with an average of over 15 years’ industry experience. Overall, the team incorporates three key areas. Strategic research is headed by Andrew Milligan, who has over 35 years’ industry experience. It is responsible for developing themes behind our strategies and seeks the investment rationale in which a strategy will perform. Multi-asset management is headed by Guy Stern, who has over 30 years’ industry experience and is responsible for identifying, developing and implementing strategies and manages the Fund on a day-to-day basis. Finally, risk analysis is headed by Brian Fleming, a multi-asset risk expert with over 10 years’ industry experience. Brian is responsible for risk and structuring within multi-asset investing and provides quantitative discipline to the qualitative fund management process. These three areas provide a critical combination of skill and experience, working together to ensure the best strategies are in place.

Performance

Fund performance (on a bid to bid basis)

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Fund performance & returns (figures updated on a quarterly basis)

(on a bid to bid basis)
Fund performance
 Last 1 month*Last 6 months*Last 1 year*Last 3 years*Last 5 years*
Fund performance

Past performance is not a guarantee of future returns. The value of investments may go down as well as up and you may receive back less than you invested. Your capital and income is not guaranteed.

* Values to -

** n/a indicates that fund performance information is not available for this period due to the date the fund was launched.

"FTSE" is a trademark jointly owned by the London Stock Exchange Plc and The Financial Times Limited and is used by FTSE International Limited ("FTSE") under licence. All rights in the FTSE indices vest in FTSE. FTSE does not sponsor, endorse, or promote this or any other financial product.

In depth

Investment objective

The fund aims to provide a long term total return through capital appreciation and income. It invests in a diversified portfolio of assets including equities, bonds, cash deposits and money-market instruments directly, via collective investment schemes and via derivatives. The fund is actively managed by our investment team and holds a portfolio of assets from both Europe and overseas, selected without reference to index weight or size, combined with strategies based on advanced derivative techniques designed to enhance portfolio diversification and thus lower volatility. The fund can take long and short positions in markets, securities and groups of securities through derivative contracts. Past performance is not a guide to future returns and future returns are not guaranteed. The price of assets and the income from them may go down as well as up and cannot be guaranteed; an investor may receive back less than their original investment. The fund will use derivatives extensively to reduce risk or cost, or to generate additional capital or income at low risk, or to meet its investment objective. Usage of derivatives is monitored to ensure that the fund is not exposed to excessive or unintended risks. The value of assets held within the fund may rise and fall as a result of exchange rate fluctuations.

Key information

ManagerMulti Asset Investing Team
Launch date20 Jul 2016
Fund currencyEUR
Codes
ISIN:
LU1432322557
Bloomberg:
SLEDARU LX
Citicode:
EABY
Charges (%)
Annual management charge:
1.400
Min value of holdings
Min holding:
€500
Min initial investment:
€1,000

Performance

Fund performance (on a bid to bid basis)

Powered by data from FE

Fund performance & returns (figures updated on a quarterly basis)

(on a bid to bid basis)
Fund performance
 Last 1 month*Last 6 months*Last 1 year*Last 3 years*Last 5 years*
Fund performance

Past performance is not a guarantee of future returns. The value of investments may go down as well as up and you may receive back less than you invested. Your capital and income is not guaranteed.

* Values to -

** n/a indicates that fund performance information is not available for this period due to the date the fund was launched.

"FTSE" is a trademark jointly owned by the London Stock Exchange Plc and The Financial Times Limited and is used by FTSE International Limited ("FTSE") under licence. All rights in the FTSE indices vest in FTSE. FTSE does not sponsor, endorse, or promote this or any other financial product.

Prospectus and reports

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