abrdn UK Ethical Equity Fund Institutional IncomeRegister to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | -8.4 | 15.2 | -21.6 | 10.9 | 13.1 |
![]() | +/-Cat | -5.5 | 0.4 | 0.6 | 5.0 | 1.0 |
![]() | +/-B’mrk | - | - | - | -5.7 | 3.7 |
Category: UK Mid-Cap Equity | ||||||
Category Benchmark: Morningstar UK SMID Cap TME... |
Key Stats | ||
NAV 14/08/2024 | GBX 68.18 | |
Day Change | 0.90% | |
Morningstar Category™ | UK Mid-Cap Equity | |
IA (formerly IMA) Sector | UK All Companies | |
ISIN | GB00BVFNS519 | |
Fund Size (Mil) 14/08/2024 | GBP 182.51 | |
Share Class Size (Mil) 14/08/2024 | GBP 6.20 | |
Max Initial Charge | - | |
Ongoing Charge 19/07/2024 | 0.84% |
Morningstar Research |
Analyst Report | 30/06/2024 Morningstar Manager Research, Morningstar, Inc |
Abrdn has announced that long-term lead manager Lesley Duncan will be standing down as portfolio manager of Abrdn UK Ethical Equity in September 2022. Current deputy portfolio manager Rebecca Maclean will be promoted to lead manager. The... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
---|---|
People | 23 |
Parent | 23 |
Process | 24 |
Performance | |
Price |
Investment Objective: abrdn UK Ethical Equity Fund Institutional Income |
To generate growth over the long term (5 years or more) by investing in UK equities (company shares) which adhere to the abrdn UK Ethical Equity Investment Approach. The fund will invest at least 70% in 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 | ||||||||||||||||
|
Management | ||
Manager Name Start Date | ||
Ian Hewett 01/10/2022 | ||
Rebecca Maclean 01/02/2018 | ||
Inception Date 18/02/2015 |
Advertisement |
Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
FTSE AllSh TR GBP | Morningstar UK SMID Cap TME NR GBP |
Target Market | ||||||||||||||||||||
|
Portfolio Profile for abrdn UK Ethical Equity Fund Institutional Income | 31/07/2024 |
|
|
Top 5 Holdings | Sector | % |
![]() | ![]() | 4.58 |
![]() | ![]() | 3.72 |
![]() | ![]() | 3.50 |
![]() | ![]() | 3.35 |
![]() | ![]() | 3.33 |
![]() | ||
![]() ![]() ![]() | ||
abrdn UK Ethical Equity Fund Institutional Income |