abrdn UK Mid-Cap Equity Fund P AccRegister to Unlock Ratings |
Performance History | 31/03/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | - | - | - | - | 1.2 | |
+/-Cat | - | - | - | - | -0.5 | |
+/-B’mrk | - | - | - | - | -1.8 | |
Category: UK Mid-Cap Equity | ||||||
Category Benchmark: Morningstar UK SMID Cap TME... |
Key Stats | ||
NAV 30/04/2024 | GBP 1.88 | |
Day Change | 1.01% | |
Morningstar Category™ | UK Mid-Cap Equity | |
IA (formerly IMA) Sector | UK All Companies | |
ISIN | GB00BPBR9K79 | |
Fund Size (Mil) 29/04/2024 | GBP 133.13 | |
Share Class Size (Mil) 30/04/2024 | GBP 39.66 | |
Max Initial Charge | - | |
Ongoing Charge 15/02/2024 | 0.39% |
Investment Objective: abrdn UK Mid-Cap Equity Fund P Acc |
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 27/02/2023 |
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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 P Acc | 31/03/2024 |
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Top 5 Holdings | Sector | % |
Hill & Smith PLC | Industrials | 4.13 |
Jet2 PLC Ordinary Shares | Consumer Cyclical | 3.92 |
Cranswick PLC | Consumer Defensive | 3.77 |
JTC PLC Ordinary Shares | Financial Services | 3.65 |
Gamma Communications PLC | Communication Services | 3.52 |
Increase Decrease New since last portfolio | ||
abrdn UK Mid-Cap Equity Fund P Acc |