abrdn Diversified Growth and Income Fund Z AccRegister to Unlock Ratings |
Performance History | 31/08/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 1.6 | 11.2 | -8.5 | 9.0 | 5.0 | |
+/-Cat | -2.5 | 3.1 | 2.0 | 1.5 | -0.9 | |
+/-B’mrk | -3.7 | 3.2 | 0.8 | -0.3 | -2.0 | |
Category: GBP Allocation 40-60% Equity | ||||||
Category Benchmark: Morningstar UK Mod Tgt Allo... |
Key Stats | ||
NAV 27/09/2024 | GBX 286.37 | |
Day Change | 0.37% | |
Morningstar Category™ | GBP Allocation 40-60% Equity | |
IA (formerly IMA) Sector | Mixed Investment 20-60% Shares | |
ISIN | GB00B1C42993 | |
Fund Size (Mil) 26/09/2024 | GBP 582.85 | |
Share Class Size (Mil) 27/09/2024 | GBP 122.00 | |
Max Initial Charge | - | |
Ongoing Charge 05/08/2024 | 0.20% |
Investment Objective: abrdn Diversified Growth and Income Fund Z Acc |
To generate a positive return through capital growth and income over the long term (5 years or more) by investing in a globally diversified portfolio of assets whilst reducing the risk of losses. The fund invests globally in a range of asset classes, derivatives, money-market instruments and cash. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Sean Flanagan 31/12/2022 | ||
Inception Date 21/08/2013 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
SONIA | Morningstar UK Mod Tgt Alloc NR GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for abrdn Diversified Growth and Income Fund Z Acc | 31/08/2024 |
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