abrdn MyFolio Market III Fund Institutional AccumulationRegister to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 2.2 | 9.6 | -9.2 | 8.5 | 5.7 |
![]() | +/-Cat | -1.9 | 1.5 | 1.2 | 1.0 | 0.7 |
![]() | +/-B’mrk | -3.1 | 1.6 | 0.0 | -0.7 | -0.6 |
Category: GBP Allocation 40-60% Equity | ||||||
Category Benchmark: Morningstar UK Mod Tgt Allo... |
Key Stats | ||
NAV 14/08/2024 | GBX 112.50 | |
Day Change | 0.36% | |
Morningstar Category™ | GBP Allocation 40-60% Equity | |
IA (formerly IMA) Sector | Volatility Managed | |
ISIN | GB00B57ZS197 | |
Fund Size (Mil) 13/08/2024 | GBP 2223.22 | |
Share Class Size (Mil) 13/08/2024 | GBP 425.72 | |
Max Initial Charge | - | |
Ongoing Charge 19/07/2024 | 0.25% |
Morningstar Research |
Analyst Report | 09/10/2023 Tom Mills, Senior Analyst Morningstar, Inc |
A well-structured process with a sound asset-allocation framework continue to support a Morningstar Analyst Rating of Bronze for the clean share classes of Abrdn MyFolio Market III, while the more expensive one is rated Neutral.The multimanager... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 23 |
Parent | 23 |
Process | 24 |
Performance | |
Price |
Investment Objective: abrdn MyFolio Market III Fund Institutional Accumulation |
To generate growth over the long term (5 years or more) while being managed to a defined level of risk. The fund is part of the abrdn MyFolio Market range, which offers five funds with different expected combinations of investment risk and return. The fund is risk level III, which aims to be the middle risk fund in this range. The fund will invest at least 60% in passively managed funds, including those managed by abrdn, to obtain broad exposure to a range of diversified investments. It may invest up to 40% in actively managed funds (including those managed by abrdn). |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Daniel Reynolds 01/05/2021 | ||
Justin Jones 01/05/2021 | ||
Inception Date 09/09/2010 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
Not Benchmarked | Morningstar UK Mod Tgt Alloc NR GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for abrdn MyFolio Market III Fund Institutional Accumulation | 31/07/2024 |
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