abrdn MyFolio Managed III Fund Institutional AccumulationRegister to Unlock Ratings |
Performance History | 29/02/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 3.5 | 9.8 | -11.9 | 6.1 | 0.1 | |
+/-Cat | -0.6 | 1.8 | -1.4 | -1.4 | -0.4 | |
+/-B’mrk | -1.8 | 1.8 | -2.6 | -3.2 | -1.1 | |
Category: GBP Allocation 40-60% Equity | ||||||
Category Benchmark: Morningstar UK Mod Tgt Allo... |
Key Stats | ||
NAV 28/03/2024 | GBX 98.36 | |
Day Change | 0.36% | |
Morningstar Category™ | GBP Allocation 40-60% Equity | |
IA (formerly IMA) Sector | Volatility Managed | |
ISIN | GB00B53X7B00 | |
Fund Size (Mil) 27/03/2024 | GBP 2756.43 | |
Share Class Size (Mil) 27/03/2024 | GBP 261.48 | |
Max Initial Charge | - | |
Ongoing Charge 18/03/2024 | 0.74% |
Morningstar Research |
Analyst Report | 29/02/2024 Morningstar Manager Research, Morningstar, Inc |
Bambos Hambi’s departure is a big loss of experience, creating a vacuum within the team and tempering our view on People. However, this is still an all-round seasoned team with ASI’s large resources at its disposal. The success here lies in its... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 23 |
Parent | 23 |
Process | 23 |
Performance | |
Price |
Investment Objective: abrdn MyFolio Managed III Fund Institutional 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. The fund is risk level III, which aims to be the middle 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). |
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Management | ||
Manager Name Start Date | ||
Katie Trowsdale 01/04/2019 | ||
Rob Bowie 01/04/2019 | ||
Inception Date 22/09/2010 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
30% MSCI World ex UK NR GBP , 55% SONIA , 15% FTSE AllSh TR GBP | Morningstar UK Mod Tgt Alloc NR GBP |
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Portfolio Profile for abrdn MyFolio Managed III Fund Institutional Accumulation | 29/02/2024 |
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