Name Sector % of portfolio Asset information last updated. Standard Life Cautious Managed Managed Cautious Aug 2014
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1 Dear Client Please find below... Portfolio Details Client Name Portfolio Name Prepared By A Client Recommended Portfolio A An Adviser Date Prepared 30 September 2014 Benchmark Composite Period of analysis (in months) 60 Portfolio Composition Name Sector % of portfolio Asset information last updated Standard Life Cautious Managed Managed Cautious Aug 2014 Standard Life Property Property Jul 2014 Total %
2 Asset Split Fixed Interest 35.14% Equities 20.37% Property 30.40% Money Market 14.09% Geographical Split International 35.14% Other UK Regions 6.24% UK 11.10% Europe ex UK 3.64% North America 9.66% Pacific Basin 2.17% Not Specified 7.84% Others 2.59% South East UK 7.53% Money Market 14.09% Sector Split Fixed Interest 41.51% Retail - Property 3.39% Equities 20.37% Industrial - Property 3.00% Offices - Property 11.46% Shop - Property 0.21% Property 8.68% Money Market 6.88% Warehouse - Property 4.50%
3 Cumulative Performance (%) Cumulative Performance Chart % Return Oct 09 Jan 10 Apr Jul Oct Jan 11 Apr Jul Oct Jan 12 Apr Jul Oct Jan 13 Apr Jul Oct Jan 14 Apr Jul 29 Sep Sep 2014 Cumulative Performance (%) Performance data as at 29 Sep 2014 Name YTD 1m 3m 6m 1yr 3yrs 5yrs 7yrs Since launch Portfolio Benchmark Standard Life Cautious Managed Standard Life Property
4 Discrete Performance (%) Discrete performance chart % Return yr 2yrs 3yrs 4yrs 5yrs 29 Aug Aug 2014 Discrete annual performance Discrete performance as at 29 Aug 2014 Name 0-12m 12-24m 24-36m 36-48m 48-60m Portfolio Benchmark Standard Life Cautious Managed Standard Life Property
5 Risk Measures Portfolio risk analysis : 5 years data as at 29 aug Portfolio % Return Benchmark Volatility Risk Statistics Name Volatility % Portfolio 4.20 Benchmark 3.52 Standard Life Cautious Managed 4.94 Standard Life Property 5.26
6 Top Holdings Holding name % of Portfolio GERMANY(FEDERAL REPUBLIC) 1.75% BDS 04/07/22 EUR Standard Life Cautious Managed 2.31 SPAIN(KINGDOM OF) 4.6% BDS 30/07/19 EUR Standard Life Cautious Managed 2.31 GERMANY(FEDERAL REPUBLIC) 3.5% BDS 04/07/19 EUR Standard Life Cautious Managed 2.17 ITALY(REPUBLIC OF) 4.75% BDS 01/09/21 EUR Standard Life Cautious Managed 2.10 SLOUGH, SLOUGH RETAIL PARK 2.01 Standard Life Property 2.01 GERMANY(FEDERAL REPUBLIC) 3.75% BDS 04/01/19 EUR Standard Life Cautious Managed 1.54 IRELAND(REPUBLIC OF) 5.4% TREASURY BDS 13/03/25 EUR Standard Life Cautious Managed 1.47 FRANCE(GOVT OF) 3.75% BDS 25/04/21 EUR Standard Life Cautious Managed 1.40 BIRMINGHAM 45 CHURCH STREET 1.35 Standard Life Property 1.35 SPAIN(KINGDOM OF) 4.8% BDS 31/01/24 EUR Standard Life Cautious Managed 1.26 Your decision to invest should not be based on the information in this document. Standard Life Assurance Limited is authorised by the Prudential Regulation Authority in the UK and is regulated by the Central Bank of Ireland for conduct of business rules. Standard Life Assurance Limited is registered in Dublin, Ireland (905495) at 90 St Stephens Green, Dublin 2 and Edinburgh, Scotland (SC286833) at Standard Life House, 30 Lothian Road, Edinburgh EH1 2DH. Copyright 2014 Standard Life, images reproduced under licence. PortRpt V
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