Standard Life Cautious Managed
€325.3000
-0.52% today€204.10M
1 Apr 2005
19 May 2026
Fund objective
What this fund aims to achieve and how it is classified.
The fund aims to provide long term growth by investing in a diversified portfolio of assets (including bonds, equities and property) in order to reduce the risk associated with being solely invested in any one asset class. The fund may also invest in collective investment schemes, transferable securities, money-market instruments, deposits and cash. Typically, the fund will have a preference towards lower risk assets, such as bonds.
Fund chart
3 Year Performance: 22.80%
3 Year
Fund details
Key information from the provider including fund specifics, charges, and asset allocation.
Fund strategy
From an actively managed portfolio of assets. A substantial part of the fund is invested in fixed interest securities. The remainder of the fund is invested in equities, property and cash. The asset mix of the fund is rebalanced quarterly.
Comments
Paul is an Investment Director for Ireland and is responsible for the day to day management of the Irish funds. He joined Standard Life Investments in 2000. He has 6 years investment experience and a Degree in Economics. Standard Life Investments are a leading investment company, managing worldwide assets of €152.2 billion (at 20 July 2005). Our investment philosophy is research intensive and is built around "Focus on Change" - the early identification of changes in the key drivers affecting markets. Unlike other fund management groups, we do not have a bias for growth or value stocks, giving us the opportunity to outperform throughout the investment cycle.
Head office address
90 St. Stephens Green, Dublin 2, Ireland
Telephone
+353 1 639 7000
Fax
+353 1 639 7752
marketing@standardlife.ie
Website
MICROSOFT 1.0
ALPHABET 0.9
AMAZON 0.7
APPLE 0.7
ASML 0.6
BRAZIL (GOVT OF) 10% 2027 0.5
FACEBOOK 0.5
NESTLE 0.5
SAMSUNG ELECTRONICS 0.5
TAIWAN SEMICONDUCTOR MANUFACTURING 0.5
Cumulative performance
Returns over multiple time horizons. Quartile rank shows how this fund compares to its peers for each period.
| Period | Return | Quartile rank |
|---|---|---|
1 Day | -0.52% | Top 100% |
1 Week | -0.73% | Top 100% |
1 Month | +1.09% | Top 25% |
QTD | +4.63% | Top 25% |
3 Month | 0.49% | Top 50% |
6 Month | +4.40% | Top 50% |
9 Month | +6.59% | Top 50% |
YTD | +3.07% | Top 50% |
1 Year | +9.12% | Top 25% |
2 Year | +13.86% | Top 25% |
3 Year | +22.99% | Top 50% |
4 Year | +19.11% | Top 50% |
5 Year | +13.50% | Top 50% |
6 Year | +31.59% | Top 50% |
7 Year | +26.18% | Top 50% |
8 Year | +27.72% | Top 50% |
9 Year | +30.17% | Top 50% |
10 Year | +40.88% | Top 50% |
15 Year | +120.54% | Top 50% |
20 Year | +151.20% | Top 25% |
Launch | +184.85% | Top 25% |
Chart view
Risk metrics
Standard deviation measures how much returns fluctuate — higher values mean more volatility. The Sharpe ratio shows return earned per unit of risk; a positive figure means the fund is rewarding investors for the risk taken.
Frequently asked questions
Common questions about Standard Life Cautious Managed.
Over the past year, Standard Life Cautious Managed has returned +9.12%, placing it in the top quartile (top 25%) of funds within its category. Whether this is a "good" fund depends on your personal investment goals, risk tolerance, and time horizon. Always speak with a regulated pension advisor before making changes to your retirement savings.
The fund aims to provide long term growth by investing in a diversified portfolio of assets (including bonds, equities and property) in order to reduce the risk associated with being solely invested in any one asset class. The fund may also invest in collective investment schemes, transferable securities, money-market instruments, deposits and cash. Typically, the fund will have a preference towards lower risk assets, such as bonds.
Standard Life Cautious Managed
Managed Defensive (<35% Equity)
€ 204.10 Million