Standard Life Wealth Bridge NAV

IMA Sector:

Flexible Investment

ISIN:

GB0006441181

Fund Type:

Unit Trust

355.28p
   
  • PEP:
  • ISA:
  • CAT Std:
  • Date: 12-May-2025
  • Change: 1.51p
  • Change %: 0.43%
  • Currency: GBP
  • YTD change: -10.91p
  • YTD %: -2.98%

Holdings Breakdown

Holding Chart
Key % Net Assets
BP PLC 4.0%
HSBC HOLDINGS PLC 3.9%
VODAFONE GROUP PLC 3.4%
GLAXOSMITHKLINE PLC 3.3%
Other 85.4%

Top 10 Holdings

Name % Net Assets
BP PLC 4.0%
HSBC HOLDINGS PLC 3.9%
VODAFONE GROUP PLC 3.4%
GLAXOSMITHKLINE PLC 3.3%
BHP BILLITON PLC 2.2%
BARCLAYS PLC 2.0%
ROYAL DUTCH SHELL PLC 1.9%
STANDARD CHARTERED PLC 1.6%
PRUDENTIAL PLC 1.6%
UBS AG 1.5%

Asset Allocation

No asset data available.

 

Price Info

Date 12-May-2025
NAV 355.28p
Currency GBP
Change 1.51p
% 0.43%
YTD change -10.91p
YTD % -2.98%

Fund Facts

Fund Inception 16/02/1994
Fund Manager Caroline Lindsey
TER 1.69 (31-Mar-2012)

Fund Reports

Minimum Investment
Initial £250000
Additional n/a
Savings n/a
Charges
Initial 6.00%
Annual Mang't 0.80%
Exit n/a

Risks

Name %
Standard deviation 0.01
Sharpe ratio 0.10

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