abrdn MyFolio Managed IV Fund Standard Life AccumulationRegister to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 4.1 | 12.8 | -11.3 | 6.4 | 6.6 |
![]() | +/-Cat | -1.1 | 1.6 | -1.2 | -1.9 | 0.1 |
![]() | +/-B’mrk | -0.4 | 0.5 | -4.0 | -4.2 | -1.7 |
Category: GBP Allocation 60-80% Equity | ||||||
Category Benchmark: Morningstar UK Mod Adv Tgt ... |
Key Stats | ||
NAV 14/08/2024 | GBP 0.98 | |
Day Change | 0.71% | |
Morningstar Category™ | GBP Allocation 60-80% Equity | |
IA (formerly IMA) Sector | Volatility Managed | |
ISIN | GB00B84H4K00 | |
Fund Size (Mil) 14/08/2024 | GBP 869.16 | |
Share Class Size (Mil) 14/08/2024 | GBP 1.42 | |
Max Initial Charge | - | |
Ongoing Charge 19/07/2024 | 0.54% |
Investment Objective: abrdn MyFolio Managed IV Fund Standard Life 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. This fund is risk level IV, which aims to be the second highest 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 60% of the fund will be invested in assets traditionally viewed as being higher risk such as such as equities (company shares), commercial property, alternative funds and emerging market bonds (loans to an emerging market government). |
Returns | |||||||||||||
|
Management | ||
Manager Name Start Date | ||
Katie Trowsdale 01/04/2019 | ||
Rob Bowie 01/04/2019 | ||
Inception Date 16/01/2013 |
Advertisement |
Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
Not benchmark | Morningstar UK Mod Adv Tgt Alloc NR GBP |
Target Market | ||||||||||||||||||||
|
Portfolio Profile for abrdn MyFolio Managed IV Fund Standard Life Accumulation | 31/07/2024 |
| ||||||||||||||||||||||||||||||||||||||||||
![]() | ||||||||||||||||||||||||||||||||||||||||||
| ||||||||||||||||||||||||||||||||||||||||||
![]() | ||||||||||||||||||||||||||||||||||||||||||
| ||||||||||||||||||||||||||||||||||||||||||
![]() | ||||||||||||||||||||||||||||||||||||||||||
|