abrdn UK Sustainable and Responsible Investment Equity Fund ZC AccRegister to Unlock Ratings |
Performance History | 30/04/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | - | - | - | - | 1.2 | |
+/-Cat | - | - | - | - | -3.1 | |
+/-B’mrk | - | - | - | - | -4.9 | |
Category: UK Flex-Cap Equity | ||||||
Category Benchmark: Morningstar UK All Cap TME ... |
Key Stats | ||
NAV 10/05/2024 | GBP 1.07 | |
Day Change | 1.25% | |
Morningstar Category™ | UK Flex-Cap Equity | |
IA (formerly IMA) Sector | UK All Companies | |
ISIN | GB00BPBR9S55 | |
Fund Size (Mil) 10/05/2024 | GBP 640.34 | |
Share Class Size (Mil) 10/05/2024 | GBP 2.04 | |
Max Initial Charge | - | |
Ongoing Charge 15/02/2024 | 0.09% |
Investment Objective: abrdn UK Sustainable and Responsible Investment Equity Fund ZC Acc |
To generate growth over the long term (5 years or more) by investing in UK equities (company shares), which adhere to the abrdn Sustainable and Responsible Investment Equity Approach. The fund will invest at least 70% in equities and equity related securities of companies, incorporated or domiciled in the UK or companies having significant operations and/or exposure to the UK. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Ian Hewett 01/10/2022 | ||
Rebecca Maclean 10/09/2020 | ||
Inception Date 03/03/2023 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
FTSE AllSh +3% TR GBP | Morningstar UK All Cap TME NR GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for abrdn UK Sustainable and Responsible Investment Equity Fund ZC Acc | 30/04/2024 |
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Top 5 Holdings | Sector | % |
Unilever PLC | Consumer Defensive | 6.58 |
AstraZeneca PLC | Healthcare | 5.47 |
RELX PLC | Industrials | 5.15 |
London Stock Exchange Group PLC | Financial Services | 4.16 |
Telecom Plus PLC | Utilities | 3.61 |
Increase Decrease New since last portfolio | ||
abrdn UK Sustainable and Responsible Investment Equity Fund ZC Acc |