Standard Life Wealth Balanced Bridge Inc

 (MUTF_GB:STAN_LIFE_WEAL_DL3Y2T)   Watch this mutual fund  
Find more results for MUTF_GB:NEWT_BALA_BRID_U56Z4W

Performance

Trailing returns

1 day
   
-0.79%  
1 week
   
-0.79%  
4 week
   
-0.42%  
3 month   +3.18%
   
YTD   +6.93%
   
1 year   +17.51%
   
3 years*   +9.41%
   
5 years*   +8.96%
   
*annualized
Best 3 month return+13.85%  
Worst 3 month return-23.40%  

Morningstar statistics

Morningstar category: GBP Aggressive Allocation
  Return Risk Rating
3 years Below Average Low
5 years Below Average Below Average
10 years Average Below Average
Overall Average Below Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets366.50M 
Front load6.00%  
Deferred load-  
Expense ratio-  
Management fee0.80%  
Fund familyBNY Mellon Asset Management Ltd. 

Asset allocation

Cash8.35%  
Stocks61.00%  
Bonds23.67%  
Convertible0.01%  
Other6.97%  

Purchase information

Initial�100,000  
Additional�50,000  
1.64-0.01(-0.79%)
Jun 28, 1:00AM GMT+1 Overall Morningstar RatingTM

Description

The investment objective of the Fund is to provide a combination of income and growth through a portfolio of UK and international securities. The Fund may also invest in warrants, deposits, approved money market instruments, collective investment schemes, derivative instruments and forward transactions.
Fund filings (PDF) »
Asset manager:
Caroline Lindsey (Started: Dec 1, 2004)
Advisor Company:
Standard Life Investments Ltd.
Fund family reports on Morningstar »
BNY Mellon Asset Management International Limited, The Bank of New York Mellon Centre, 160 Queen Victoria Street
+44 (0) 20 7163 5063 (Fax)

Risk

  1 year 3 years 5 years 10 years  
Alpha* -2.39 -2.35 -0.27 -0.02
Beta* 0.85 0.85 0.81 0.86
Mean annual return 0.22 0.43 0.80 0.66
R-squared* 87.71 82.20 83.10 78.12
Standard deviation 7.43 7.75 8.38 10.68
Sharpe ratio 0.28 0.59 1.07 0.48
* Against standard index

Top 10 holdings

Security Net Assets  
United Kingdom (Government Of) 1.75% 3.35%  
Neuberger Berman Shrt Dur HY Bd �H I2Inc 2.99%  
Roche Holding AG (RHHVF) 2.65%  
BHP Billiton PLC (BHPBF) 2.10%  
GlaxoSmithKline PLC (GLAXF) 1.98%  
Royal Dutch Shell PLC Class B (RYDBF) 1.83%  
SSE PLC (SSEZF) 1.71%  
ETFS Physical Gold 1.68%  
Total SA (TTFNF) 1.61%  
United Kingdom (Government Of) 3.25% 1.60%