abrdn MyFolio Managed I Fund Institutional AccumulationRegister to Unlock Ratings |
Performance History | 30/09/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 3.5 | 3.1 | -10.8 | 6.3 | 4.2 | |
+/-Cat | -0.3 | 0.7 | -0.6 | -0.9 | -0.1 | |
+/-B’mrk | -2.0 | 3.4 | 2.4 | 0.4 | 0.2 | |
Category: GBP Allocation 0-20% Equity | ||||||
Category Benchmark: Morningstar UK Cau Tgt Allo... |
Key Stats | ||
NAV 25/10/2024 | GBX 76.87 | |
Day Change | -0.10% | |
Morningstar Category™ | GBP Allocation 0-20% Equity | |
IA (formerly IMA) Sector | Volatility Managed | |
ISIN | GB00B51ZXG55 | |
Fund Size (Mil) 25/10/2024 | GBP 310.18 | |
Share Class Size (Mil) 25/10/2024 | GBP 52.05 | |
Max Initial Charge | - | |
Ongoing Charge 19/07/2024 | 0.64% |
Investment Objective: abrdn MyFolio Managed I 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 Managed range, which offers five funds with different expected combinations of investment risk and return. The fund is risk level I, which aims to be the lowest risk fund in this range. The fund will invest at least 60% in actively managed abrdn funds to obtain broad exposure to a range of diversified investments. It may invest up to 40% in passively managed funds (including those managed by abrdn). Typically, at least 50% of the assets will be those traditionally viewed as lower risk, such as cash, money market instruments, government bonds (loans to a government) and investment grade corporate bonds (loans to a company). |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Katie Trowsdale 01/04/2019 | ||
Rob Bowie 01/04/2019 | ||
Inception Date 22/09/2010 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
Not benchmark | Morningstar UK Cau Tgt Alloc NR GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for abrdn MyFolio Managed I Fund Institutional Accumulation | 30/09/2024 |
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