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Standard Life Inv Myfolio MultiMngr Inc I Rtl Acc

Ranked 96 out of 148 in - Conservative GBP over 12 months
All calculations are in GBP unless stated

Managed by

Bambos Hambi

Fund of fund manager Bambos Hambi graduated with a degree in Mathematics from the University of London and began his career in 1978 at Legal & General, in the actuarial department, before moving to their investment division. He joined Morgan Stanley Quilter in 1987 to manage pension and discretionary equity portfolios. He soon progressed to head up a team managing portfolios which focused exclusively on holding collective investments such as unit trusts. After brief stints at Friends Ivory Sime (1997-2001) and Rothschild (2001-2003) running fund of funds - heading up the latters fund of fund desk - he joined Gartmore in November 2003 as head of the groups multi-manager business. He then joined Standard Life Investments in 2011 where he is head of fund of funds management.

Objective

The fund aims to provide an income-focused total return over the longer term, investing mainly in a range of collective investment schemes from selected managers to achieve a broad exposure to diversified investments, including equities, absolute returns, fixed and variable rate interest bearing securities and immoveable property. The fund may also invest in transferable securities, money-market instruments, deposits and cash. Typically, the Fund will have high exposure to lower risk assets, such as bonds.

Performance

Conservative GBP over : 30/09/2017 - 30/09/2018

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -1.7% 0.5% 0.2%
2017 3.7% 1.5% 0.6% 0.0% 1.5%
2016 6.6% 1.1% 1.9% 3.3% 0.2%
2015 -0.3% 2.4% -2.4% -1.5% 1.3%
2014 4.0% 0.7% 1.2% 0.4% 1.7%
2013 1.1% 2.3% -2.3% 0.6% 0.6%
2012 5.8% 1.4% 1.2% 1.7% 1.4%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/08/2018

Top 10 Holdings

Stock Size
Royal London Short Duration Credit Z Inc 7.74%
TwentyFour Corporate Bond I GBP Dis 7.06%
Fidelity Inst UK Corporate Bond Inc 7.04%
Royal London Global Index Linked Inc Z 6.05%
Robeco Global Credits IBH GBP 5.34%
PIMCO GIS Global Invt Grade Credit Inst GBP H Inc 5.33%
Royal London Short Duration Global Idx Lnk Z Inc 4.83%
T. Rowe Dynamic Global Bond C Inc 10 GBP 4.75%
Vontobel Fund TwentyFour Abs Ret Credit Fund G 4.70%
JPM US Equity Income B Inc 4.37%
31/08/2018

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date16/12/2011
  • Share Class size08Mn
  • Base currencyGBX
  • ISIN GB00B70G0060

Purchase Info

  • Min. initial investment50,000
  • Min. regular additional investment5,000

Charges

  • Annual management1.00%
  • Initial investment4.00%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).