abrdn Global Sustainable and Responsible Investment Equity Fund A AccRegister to Unlock Ratings |
Performance History | 31/10/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 14.1 | 21.1 | -17.6 | 10.7 | 4.7 | |
+/-Cat | -9.6 | 6.5 | 0.5 | -5.3 | -6.6 | |
+/-B’mrk | - | 3.0 | 1.4 | -11.6 | -12.2 | |
Category: Global Large-Cap Growth Equity | ||||||
Category Benchmark: Morningstar Gbl Growth TME ... |
Key Stats | ||
NAV 21/11/2024 | GBX 368.90 | |
Day Change | 0.13% | |
Morningstar Category™ | Global Large-Cap Growth Equity | |
IA (formerly IMA) Sector | Global | |
ISIN | GB0006833718 | |
Fund Size (Mil) 21/11/2024 | GBP 143.85 | |
Share Class Size (Mil) 21/11/2024 | GBP 36.42 | |
Max Initial Charge | - | |
Ongoing Charge 19/07/2024 | 1.29% |
Morningstar Research |
Analyst Report | 19/01/2024 Ronald van Genderen, Senior Analyst Morningstar, Inc |
The revamped approach of this strategy and a newly installed team in 2021 create significant uncertainties around abrdn Global Sustainable and Responsible Investment Equity. While the new sustainable mandate and team need time to prove their... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 22 |
Parent | 23 |
Process | 23 |
Performance | |
Price |
Investment Objective: abrdn Global Sustainable and Responsible Investment Equity Fund A Acc |
To generate growth over the long term (5 years or more) by investing in global equities (company shares) which adhere to the abrdn Sustainable and Responsible Investment Equity Approach. The fund will invest at least 70% in equities and equity related securities of companies listed on global stock exchanges. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Kurt Cruickshank 01/09/2024 | ||
Roseanna Ivory 01/09/2024 | ||
Click here to see others | ||
Inception Date 21/05/1999 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI ACWI+3% NR GBP | Morningstar Gbl Growth TME NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for abrdn Global Sustainable and Responsible Investment Equity Fund A Acc | 31/10/2024 |
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Top 5 Holdings | Sector | % |
Microsoft Corp | Technology | 6.30 |
NVIDIA Corp | Technology | 4.45 |
Eli Lilly and Co | Healthcare | 3.64 |
Mastercard Inc Class A | Financial Services | 3.55 |
Taiwan Semiconductor Manufacturi... | Technology | 3.48 |
Increase Decrease New since last portfolio | ||
abrdn Global Sustainable and Responsible Investment Equity Fund A Acc |