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UK Opportunities Fund celebrates seventh anniversary

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Standard Life Investments is celebrating the seventh anniversary of its GBP294m UK Opportunities Fund.

Managed by Caspar Trenchard since August 2007, the fund has produced top decile performance over all time periods except three years where it is top quartile.

Since its launch in 2002, it has returned 165 per cent to investors versus its sector average of 60.5 per cent.

The fund sets out to beat its benchmark, the FTSE All Share ex FTSE 100 and investment trusts, every calendar year.

Claire Marshall, investment director – mutual funds, Standard Life Investments, says: “Over the last seven years, our UK Opportunities Fund has proven a popular option for investors looking to achieve capital growth over the longer term by investing in a mix of small and mid cap stocks. The robust stock selection process employed by our award-winning UK Smaller Companies team coupled with their highly developed analytical capability leaves us well positioned to take advantage of individual stock opportunities as they arise.”

Trenchard adds: “The fund currently holds a spread of at least 60 stocks and employs a ‘core & satellite’ approach which incorporates longer term strategic holdings and shorter term, more tactical investment opportunities. While both strands add return, the satellite has been enjoying an especially rich vein of opportunity as well as performing its ancillary role of market volatility compression. Investors are looking to the future and we believe our approach will generate superior risk-adjusted returns for investors.”

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