Smaller Companies – Active Range
We have reduced the AMC of the Global and European Smaller Companies Funds to the same as that of the UK Smaller Companies Fund. Now, all three active smaller companies funds have the same AMC of 1.30%.
| Fund name | Old AMC | New AMC | AMC range |
|---|---|---|---|
| Global Smaller Companies Fund | 1.55% | 1.30% | 0.80% - 1.30% |
| Euro Smaller Companies Fund | 1.50% | 1.30% | 0.80% - 1.30% |
| UK Smaller Companies Fund | 1.30% | 1.30% | 0.80% - 1.30% |
Global Property Funds
We have also reduced the AMC on our two global property funds to 1.30% as follows:
| Fund name | Old AMC | New AMC | AMC range |
|---|---|---|---|
| Global Real Estate Fund | 1.50% | 1.30% | 0.80% - 1.30% |
| Global REIT | 1.45% | 1.30% | 0.80% - 1.30% |
Why have we made these changes?
- We have listened to adviser feedback to provide better value for customers on our specialist funds.
- These reductions simplify the pricing of our fund range, with the AMC on all five above funds the same at 1.30%.
When are these changes coming into effect?
- These changes came into effect on the 15 April 2025
- Existing customers are already benefiting from reduced AMC’s from the above date
We will be writing to existing customers in the coming weeks informing them of the reduction in the AMC of the fund(s) they are invested in.
If you have any questions, please contact your Standard Life Business Manager.
Investment Proposal Tool
Have you used our Investment Proposal Tool to generate customised reports for your clients?
See a sample report here using a core/satellite approach to customising portfolios incorporating the new AMCs.
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