Standard Life Investments launches recovery fund
Jennifer Lowe | Latest investment news, 09 March 2009
Standard Life Investments has announced the launch of a UK Equity Recovery OEIC Fund.
Managed by David Cumming, the fund is specifically positioned to capitalise on a potential recovery in market sentiment and any improvement in the economic backdrop.
Jacqueline Kerr, head of mutual and life fund investments at Standard Life Investments, says, ‘Given that we are experiencing the worst fall of UK equity markets since 1974, there exists an outstanding opportunity for investors to capitalise on low stock valuations and negative investor sentiment.
‘Since the summer of 2007, equity markets have fallen dramatically, and we are keen that investors will benefit from a recovery as and when that happens. Our expectation is that this fund will provide investors, in particular the more sophisticated investor willing to take on a high degree of sector and stock risk, with the opportunity to do exactly that.’
According to Kerr, weightings in stocks and sectors will be biased towards recovery sectors such as general industrials, support services, general retailers, media, travel and leisure and financials. Conversely, it will be under-exposed to defensive stocks such as tobacco, pharmaceuticals, utilities and consumer staples.
For more information, visit http://uk.standardlifeinvestments.com
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