abrdn Global Smaller Companies Fund Institutional AccumulationRegister to Unlock Ratings |
Performance History | 30/06/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 32.7 | 19.5 | -31.5 | 6.9 | 8.8 |
![]() | +/-Cat | 19.4 | 3.0 | -19.5 | -2.1 | 6.0 |
![]() | +/-B’mrk | 21.7 | 2.1 | -24.2 | -2.8 | 4.6 |
Category: Global Small/Mid-Cap Equity | ||||||
Category Benchmark: Morningstar Gbl SMID NR USD |
Key Stats | ||
NAV 15/07/2024 | GBX 191.90 | |
Day Change | 0.73% | |
Morningstar Category™ | Global Small/Mid-Cap Equity | |
IA (formerly IMA) Sector | Global | |
ISIN | GB00B777SP34 | |
Fund Size (Mil) 15/07/2024 | GBP 979.59 | |
Share Class Size (Mil) 15/07/2024 | GBP 74.25 | |
Max Initial Charge | - | |
Ongoing Charge 10/05/2024 | 0.94% |
Morningstar Research |
Analyst Report | 31/05/2024 Morningstar Manager Research, Morningstar, Inc |
The strategy has seen some turbulence with the loss of its long-term manager Alan Rowsell and analyst Imogen Harris in 2020 and heavy underperformance in 2022 but we still have conviction in the strategy and maintain a Morningstar Analyst Rating... | |
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 Global Smaller Companies Fund Institutional Accumulation |
To generate growth over the long term (5 years or more) by investing in Global small-capitalisation equities (company shares). The fund will invest at least 70% in small-capitalisation equities and equity related securities of companies listed on global stock exchanges. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Kirsty Desson 25/02/2020 | ||
Inception Date 19/01/2012 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI ACWI Small Cap NR LCL | Morningstar Gbl SMID NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for abrdn Global Smaller Companies Fund Institutional Accumulation | 30/06/2024 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 4.37 |
![]() | ![]() | 4.32 |
![]() | ![]() | 4.09 |
![]() | ![]() | 4.07 |
![]() | ![]() | 3.96 |
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abrdn Global Smaller Companies Fund Institutional Accumulation |