LSE - Delayed Quote GBp

IFSL CAF UK Equity A Inc (0P0000SRQ9.L)

159.10
-0.58
(-0.36%)
As of June 30 at 9:00:00 PM GMT+1. Market Open.

Fund Summary

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IFSL CAF UK Equity A Inc

34th floor
617-720-7900

Fund Overview

Category --
Fund Family Standard Life Investments
Net Assets 16.19M
YTD Return 1.02%
Yield 2.68%
Morningstar Rating
Inception Date Sep 23, 2016

Fund Operations

Fees & Expenses

Expense 0P0000SRQ9.L Category Average
Annual Report Expense Ratio (net) 0.00% --
Prospectus Net Expense Ratio 0.00% --
Prospectus Gross Expense Ratio 0.00% --
Max 12b1 Fee -- --
Max Front End Sales Load -- --
Max Deferred Sales Load -- --
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Darren assumed responsibility for the day-to-day investment process within Standard Life Wealth (now Aberdeen Standard Capital) in 2009, after joining the company in 2007 as a Client Portfolio Manager. He has helped develop the fund selection and portfolio construction process that is used by the business. He has 20+ years’ investment experience, seven of which were spent managing discretionary mandates with ABN Amro Private Bank. Here, his role included the oversight of all investment funds used within mandates in London, Jersey and Gibraltar offices. He is an Chartered Member of the Chartered Institute for Securities and Investment and holds a BSc from the University of Hertfordshire.

Morningstar Style Box

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Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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