abrdn UK Mid-Cap Equity Fund I IncRegister to Unlock Ratings |
Performance History | 30/06/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 4.7 | 19.0 | -36.7 | -1.5 | 5.2 |
![]() | +/-Cat | 7.7 | 4.2 | -14.5 | -7.4 | -1.0 |
![]() | +/-B’mrk | - | - | - | -18.1 | 1.2 |
Category: UK Mid-Cap Equity | ||||||
Category Benchmark: Morningstar UK SMID Cap TME... |
Key Stats | ||
NAV 15/07/2024 | GBX 170.07 | |
Day Change | 0.29% | |
Morningstar Category™ | UK Mid-Cap Equity | |
IA (formerly IMA) Sector | UK All Companies | |
ISIN | GB00B0XWNS12 | |
Fund Size (Mil) 15/07/2024 | GBP 137.17 | |
Share Class Size (Mil) 15/07/2024 | GBP 8.03 | |
Max Initial Charge | - | |
Ongoing Charge 15/02/2024 | 0.84% |
Morningstar Research |
Analyst Report | 28/02/2024 Daniel Haydon, Analyst Morningstar, Inc |
The investment approach on Abrdn UK Mid-Cap Equity emanates from a tried-and-tested small-cap process that also has merit when applied to mid-caps. Coupled with a strong management team, there are several key positives here. The growth and... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 24 |
Parent | 23 |
Process | 25 |
Performance | |
Price |
Investment Objective: abrdn UK Mid-Cap Equity Fund I Inc |
To generate growth over the long term (5 years or more) by investing in UK mid-capitalisation equities (company shares). The fund will invest at least 60% in mid-capitalisation equities and equity related securities of companies listed, incorporated or domiciled in the UK or companies that derive a significant proportion of their revenues or profits from UK operations or have a significant proportion of their assets there. |
Returns | ||||||||||||||||
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Management | ||
Manager Name Start Date | ||
Abby Glennie 01/07/2018 | ||
Amanda Yeaman 20/05/2020 | ||
Inception Date 01/10/2012 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
FTSE 250 Ex Investment Trust+3% TR GBP | Morningstar UK SMID Cap TME NR GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for abrdn UK Mid-Cap Equity Fund I Inc | 30/06/2024 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 4.59 |
![]() | ![]() | 4.25 |
![]() | ![]() | 3.98 |
![]() | ![]() | 3.97 |
![]() | ![]() | 3.80 |
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abrdn UK Mid-Cap Equity Fund I Inc |