ASI UK Sustainable and Responsible Investment Equity Fund Z IncRegister to Unlock Ratings |
Performance History | 30/04/2018 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | -1.4 | -1.9 | 23.1 | 14.0 | 1.4 |
![]() | +/-Cat | -1.6 | -8.8 | 12.8 | -2.1 | - |
![]() | +/-B’mrk | - | - | - | - | - |
Category: UK Flex-Cap Equity | ||||||
Category Benchmark: Morningstar UK All Cap TME ... |
Key Stats | ||
NAV 11/05/2018 | GBX 232.30 | |
Day Change | 0.51% | |
Morningstar Category™ | UK Flex-Cap Equity | |
IA (formerly IMA) Sector | UK All Companies | |
ISIN | GB00B131GL90 | |
Fund Size (Mil) 13/08/2024 | GBP 637.23 | |
Share Class Size (Mil) 29/03/2018 | GBP 0.00 | |
Max Initial Charge | - | |
Ongoing Charge 31/07/2023 | 0.09% |
Investment Objective: ASI UK Sustainable and Responsible Investment Equity Fund Z Inc |
To generate growth over the long term (5 years or more) by investing in UK 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, incorporated or domiciled in the UK or companies having significant operations and/or exposure to the UK. |
Returns | ||||||||||||||||
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Management | ||
Manager Name Start Date | ||
Ian Hewett 01/10/2022 | ||
Rebecca Maclean 10/09/2020 | ||
Inception Date 17/12/2008 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
FTSE AllSh +3% TR GBP | Morningstar UK All Cap TME NR GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for ASI UK Sustainable and Responsible Investment Equity Fund Z Inc | 31/07/2024 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 5.92 |
![]() | ![]() | 5.22 |
![]() | ![]() | 5.10 |
![]() | ![]() | 4.12 |
![]() | ![]() | 3.46 |
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ASI UK Sustainable and Responsible Investment Equity Fund Z Inc |