Standard Life Investments

Global Equity Income Fund Institutional Founder Inc

Institutional Founder Income ISIN: GB00B77C6N26

Price
89.27
Daily change
Up 0.18p (0.20%)
Yield
2.55%
Change date
21/08/2018

Introduction

The fund aims to provide income and some capital growth over the longer term by investing predominantly in the shares of companies listed on global stock markets. The fund typically holds a concentrated portfolio of stocks and may also hold a proportion in government, corporate and other bonds to supplement the income of the fund. The fund is actively managed by our investment team, who will select stocks to try to take advantage of opportunities they have identified. 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.

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

Dominic Byrne

Dominic Byrne

Dominic joined Standard Life Investments in 2000 as an Investment Analyst, gaining the CFA Charter in 2004. Dominic was appointed Investment Director in 2004, taking on responsibility for managing the UK equity element of our Distribution Strategy. In December 2008, he joined the Global Equity Team. Dominic joined Aberdeen Standard Investments as a result of the merger between Aberdeen Asset Management and Standard Life in August 2017. He has 17 years’ experience at both a firm and industry level.

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 income and some capital growth over the longer term by investing predominantly in the shares of companies listed on global stock markets. The fund typically holds a concentrated portfolio of stocks and may also hold a proportion in government, corporate and other bonds to supplement the income of the fund. The fund is actively managed by our investment team, who will select stocks to try to take advantage of opportunities they have identified. 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

ManagerDominic Byrne
Launch date01 May 1986
IA sectorIA Global Equity Income Sector
BenchmarkIA Global Equity Income Sector
Share type availableIncome
Available as an ISA yes
Reporting dates28  Feb, 31  Aug
Distribution dates31  Jan, 30  Apr, 31  Jul, 31  Oct
Codes
ISIN:
GB00B77C6N26
Citicode:
0OB5
SEDOL:
B77C6N2
Mex ID:
STGOEM
Charges (%)
Initial charge:
0.00
Annual management charge:
0.500
Risk and Reward4
Min value of holdings
Min holding:
£50,000
Min initial investment:
£5,000,000
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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