UK Ethical Fund Platform 1 Acc

Platform 1 Accumulation ISIN: GB00B6Y80X40

Price
113.70
Daily change
Down -0.20p (-0.18%)
Yield
1.82%
Change date
18/04/2019

Introduction

The fund aims to provide long term growth by investing in a diversified portfolio of UK equity assets that meet our strict ethical criteria. These criteria are agreed with the Standard Life Ethical Funds Advisory Group and may be amended from time to time if considered appropriate. The fund manager will exclude companies which fail to meet the ethical criteria whilst seeking to include companies whose business activities are regarded as making a positive contribution to society. 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 may use derivatives to reduce risk or cost, or to generate additional capital or income at low risk. 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.

Ratings

Rayner Spencer Mills rating

Risk and Reward Profile

Lower Risk

Typically lower rewards

Higher Risk

Typically higher rewards

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This indicator reflects the volatility of the fund's share price over the last five years, which in turn reflects the volatility of the underlying assets in which the fund invests. Historical data may not be a reliable indication for the future. Further information can be found in this fund's Key Investor Information Document.

Fund management

Lesley Duncan

In her role as Fund Manager on our UK equities desk, Lesley handles the UK media sector. In May 2004, she took over responsibility for managing our UK Ethical OEIC, as well as the Life and Pension Ethical Funds. She also manages two cautiously managed structured funds. Lesley worked at Bothwell Asset Management as Trainee Analyst before joining Standard Life in 1995 as Trainee Investment Analyst on the UK desk. She holds a BA (Hons) in Business Economics and Finance.

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
Sector performance
 1 month*6 months*1 year*3 years*5 years*
Fund performance
Sector 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 long term growth by investing in a diversified portfolio of UK equity assets that meet our strict ethical criteria. These criteria are agreed with the Standard Life Ethical Funds Advisory Group and may be amended from time to time if considered appropriate. The fund manager will exclude companies which fail to meet the ethical criteria whilst seeking to include companies whose business activities are regarded as making a positive contribution to society. 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 may use derivatives to reduce risk or cost, or to generate additional capital or income at low risk. 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

ManagerLesley Duncan
Launch date20 Sep 1998
IA sectorIA UK All Companies Sector
BenchmarkIA UK All Companies Ethical Subsector
Share type availableAccumulation
Available as an ISA yes
Reporting dates28  Feb, 31  Aug
Distribution dates30  Apr
Codes
ISIN:
GB00B6Y80X40
Citicode:
10G7
SEDOL:
B6Y80X4
Mex ID:
STPLAT
Charges (%)
Initial charge:
0.00
Annual management charge:
0.750
Risk and Reward5
Min value of holdings
Min holding:
£50,000
Min initial investment:
£2,000,000
Min withdrawal:
£5,000

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
Sector performance
 1 month*6 months*1 year*3 years*5 years*
Fund performance
Sector 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.

Fund price detailsDownload
DatePrice

The value of an investment can fall as well as rise and is not guaranteed - you may get back less than you put in. Past performance is not a guide to future performance.

These historic unit prices are provided by FE, and are for information purposes only. Standard Life Investments is not responsible for the accuracy or completeness of information supplied by FE.

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