Standard Life Investments

Overview

The Enhanced-Diversification Growth Fund from Standard Life Investments aims to connect clients to equity-like returns with only two-thirds of equity risk1. Developed by our renowned2 multi-asset team, the fund:

  • demonstrates superior diversification to limit volatility
  • has delivered superior risk-adjusted performance
  • utilises a broad array of proven investment strategies
  • is designed as a core component for DC investors over a lifetime
  • fits within current pension price caps.

Investment Insight

Value for money

While the requirement for a DC pension scheme to deliver ‘value for money’ (VFM) for its members has been enshrined in regulation, there is no statutory definition of what constitutes VFM or how to measure it. In this paper, we propose a framework for assessing VFM in an investment context that can be readily used by DC schemes Read more

PPI Research

Standard Life Investments and Standard Life sponsored research into ‘Value for Money in DC workplace pensions’ by the PPI. See the links below to read our paper, as well as the findings from the PPI research Read more

Fund performance (on a bid to bid basis):

Powered by data from FE

Annualised return % Annualised volatility % Risk reward ratio
EDGF 6.3 6.8 0.9
Global Equities 6.5 10.6 0.6

Source: Standard Life Investments, as at 31 July 2016. Fund launched 20 November 2013. Global Equities references MSCI ACWI Index.

Past performance is not guide to the future.

Footnotes

1.Over the market cycle, typically 5-7 years.

2. Pensions Expert PIPA 2016, ‘Multi-asset Funds (including DGFs)’; Professional Pensions Awards 2013 and 2015: DC Investment Provider of the Year; The FT Pension and Investment Provider Awards 2014 and 2015: Diversified Growth Funds Winner; Professional Pensions UK Pensions Awards 2013 and 2014: Multi-asset Manager of the Year; Financial News 2014 Awards for Excellence: Winner of the Multi-Asset Manager Award.