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Standard Life Investments UK Ethical Platform 1 Income

  • Fund Info & charges
  • Performance
  • Fund breakdown
  • Dividend History
Fund Provider Standard Life
Fund Summary 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.
SEDOL code BVFNS39
ISIN GB00BVFNS394
Fund code SLUKI
Managers Lesley Duncan
Manager Tenure 15 years
Morningstar Category UK Flex-Cap Equity
IMA Sector UK All Companies
Fund Size £311 million
Fund Type OEIC
Management Style Active
Total Expense Ratio (TER) 0.9%
Cavendish ongoing charge 0.05%
FundsNetwork Service Fee 0.20%
Minimum Initial Investment £25
Minimum Top Up £25
Minimum Monthly Investment £25
Sell Price £0.6546
Buy Price £0.6546
Price Change -0.2286%
Price Date 17th May 2019
Yield 1.86%
Dividend Frequency Yearly
ISA Eligible Yes
SIPP Eligible Yes
Inception Date 18th February 2015
Fund Status OPEN

3-year Mean Monthly Return: 0.931%

Annual Returns 2018 2017 2016 2015
Fund Performance -0.25% +10.56% +13.80% +4.45%
Benchmark Performance
(UK Flex-Cap Equity)
+2.03% +2.16% +24.13%
Time Period Cumulative Benchmark Performance
(UK Flex-Cap Equity)
Fund Compared to Benchmark
1 day -0.23% +0.15% -0.37%
1 week 0.15% +0.82% -0.67%
1 month -0.98% -0.93% -0.05%
3 months 8.90% +4.80% +4.10%
6 months 7.85% +6.61% +1.24%
1 year -3.57% -3.89% +0.32%
3 years 34.71% +27.65% +7.06%
5 years Currently unavailable +36.35% Currently unavailable
10 years Currently unavailable +187.78% Currently unavailable
YTD 17.54% +13.11% +4.43%
Since inception 39.95% Currently unavailable Currently unavailable

Top 10 shares for this fund

Share Name Country Value
Fevertree Drinks PLC GBR 3.62%
Bellway PLC GBR 3.32%
Boohoo Group PLC GBR 2.87%
Prudential PLC GBR 2.56%
NMC Health PLC ARE 2.54%
Polypipe Group PLC GBR 2.45%
Redrow PLC GBR 2.45%
Howden Joinery Group PLC GBR 2.44%
AVEVA Group PLC GBR 2.12%
Sanne Group PLC GBR 2.02%
Dividend Date Per share amount Reinvestment Price
1st March 2019 0.0115 £0.6159
1st March 2018 0.0089 £0.6456
1st March 2017 0.0095 £0.5678
1st March 2016 0.0092 £0.5129
27th February 2015 0.0001 £0.5116