Standard Life North American Equity
Equity North America
Last Updated
May 12, 2026
Status
Open
Fund Size
€ 605.50 Million
Start Date
April 1, 2005
€ 810.00
Offer (May 12, 2026)
-0.83%
€ 670.30
€ 810.00
52 Week Low/High
Fund Graph
3Y
56.10%
Details
Fund objective
The fund aims to provide long term growth and is designed for investors who are looking for exposure to the North American equity markets. The fund invests predominantly in the shares of companies listed on the US stock markets and is actively managed by our investment team, who will select stocks to try to take advantage of opportunities they have identified.
Fund strategy
Through investment in an actively managed portfolio of North American equities.
Comments
Mary is Senior Vice President and Director of SLI and is responsible for US equity portfolios. She researches the US consumer sector. She joined Standard Life Investments in 2001 and has 21 years investment experience. Mary has a Degree in Business Administration. 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.
External Factsheet URL
https://documents.feprecisionplus.com/factsheet/slif/fs/v948_en-gb_standard-life.pdfHead office address
90 St. Stephens Green, Dublin 2, Ireland
Telephone
+353 1 639 7000
Fax
+353 1 639 7752
marketing@standardlife.ie
Website
No. 1 Fund benchmark
S&P Composite 500
No. 1 Fund benchmark %
100.00%
MICROSOFT 8.2
ALPHABET 6.5
APPLE 6.1
AMAZON 5.2
META PLATFORMS CLASS A 2.9
MASTERCARD 2.5
ABBVIE 2.5
CHARLES SCHWAB 2.3
UNITED HEALTHCARE 2.2
BANK OF AMERICA 2.1
Asset Split
- Other
- Health Care
- Information Technology
- Energy
- Utilities
- Consumer Discretionary
- Consumer Staples
- Financials
- Industrials
- Communication Services
Performance Over Time
Overview
Period
Value
Quartile
1 Day
+0.83%
Top 25%
1 Week
+2.09%
Top 75%
1 Month
+8.14%
Top 75%
QTD
+14.33%
Top 25%
3 Month
+7.30%
Top 50%
6 Month
+4.71%
Top 100%
9 Month
+13.51%
Top 100%
YTD
+7.06%
Top 75%
1 Year
+20.84%
Top 75%
2 Year
+22.26%
Top 75%
3 Year
+56.86%
Top 75%
4 Year
+53.82%
Top 75%
5 Year
+62.78%
Top 75%
6 Year
+106.05%
Top 100%
7 Year
+130.18%
Top 75%
8 Year
+152.81%
Top 75%
9 Year
+151.94%
Top 75%
10 Year
+204.97%
Top 75%
15 Year
+530.84%
Top 75%
20 Year
+539.31%
Top 50%
Launch
+614.29%
Top 25%
Chart View
Risk
Details
Risk in the table below refers to the fund’s volatility. The standard deviation shows how much the fund’s returns fluctuate. Higher SD values mean more ups and downs. The Sharpe ratio tells us how much return the fund delivers for each unit of risk taken. Ideally, we want to see a positive Sharpe ratio, indicating we're being rewarded for the risk. Whether a low or high standard deviation is preferable depends on your investment horizon and risk tolerance, younger investors may be more comfortable with higher volatility in pursuit of higher returns.
Standard Life North American Equity
Equity North America
€ 605.50 Million