abrdn UK Ethical Equity Fund Retail AccumulationRegister to Unlock Ratings |
Performance History | 29/02/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | -8.8 | 14.7 | -22.0 | 10.5 | -1.7 | |
+/-Cat | -5.9 | -0.1 | 0.2 | 4.5 | 0.4 | |
+/-B’mrk | - | - | - | -6.1 | 0.1 | |
Category: UK Mid-Cap Equity | ||||||
Category Benchmark: Morningstar UK SMID Cap TME... |
Key Stats | ||
NAV 27/03/2024 | GBX 183.60 | |
Day Change | 0.66% | |
Morningstar Category™ | UK Mid-Cap Equity | |
IA (formerly IMA) Sector | UK All Companies | |
ISIN | GB0004331012 | |
Fund Size (Mil) 27/03/2024 | GBP 178.04 | |
Share Class Size (Mil) 27/03/2024 | GBP 44.77 | |
Max Initial Charge | 4.00% | |
Ongoing Charge 15/02/2024 | 1.31% |
Morningstar Research |
Analyst Report | 16/08/2023 Jack Fletcher-Price, Associate Analyst 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 | |
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People | 23 |
Parent | 23 |
Process | 24 |
Performance | |
Price |
Investment Objective: abrdn UK Ethical Equity Fund Retail Accumulation |
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 | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Ian Hewett 01/10/2022 | ||
Rebecca Maclean 01/02/2018 | ||
Inception Date 13/02/1998 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
FTSE AllSh TR GBP | Morningstar UK SMID Cap TME NR GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for abrdn UK Ethical Equity Fund Retail Accumulation | 29/02/2024 |
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Top 5 Holdings | Sector | % |
RELX PLC | Industrials | 5.01 |
Kainos Group PLC | Technology | 3.54 |
Intermediate Capital Group PLC | Financial Services | 3.35 |
NatWest Group PLC | Financial Services | 3.27 |
Ashtead Group PLC | Industrials | 3.22 |
Increase Decrease New since last portfolio | ||
abrdn UK Ethical Equity Fund Retail Accumulation |