abrdn Global Equity Fund A AccRegister to Unlock Ratings |
Performance History | 31/03/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 10.9 | 21.5 | -7.6 | 11.1 | 7.1 | |
+/-Cat | -12.8 | 6.9 | 10.5 | -5.0 | -2.1 | |
+/-B’mrk | - | 3.4 | 11.4 | -11.3 | -2.9 | |
Category: Global Large-Cap Growth Equity | ||||||
Category Benchmark: Morningstar Gbl Growth TME ... |
Key Stats | ||
NAV 24/04/2024 | GBX 405.69 | |
Day Change | 0.47% | |
Morningstar Category™ | Global Large-Cap Growth Equity | |
IA (formerly IMA) Sector | Global | |
ISIN | GB0031682403 | |
Fund Size (Mil) 23/04/2024 | GBP 224.91 | |
Share Class Size (Mil) 24/04/2024 | GBP 89.99 | |
Max Initial Charge | - | |
Ongoing Charge 15/02/2024 | 1.29% |
Morningstar Research |
Analyst Report | 29/02/2024 Morningstar Manager Research, Morningstar, Inc |
ASI Global Equity is a reasonable offering, but it comes with a few uncertainties. As a result, all of the strategy’s share classes continue to warrant Morningstar Analyst Ratings of Neutral.Effective 31 Dec 2020, this strategy’s nine-member... | |
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 Global Equity Fund A Acc |
To generate growth over the long term (5 years or more) by investing in equities (company shares) worldwide. The fund will invest at least 80% in equities and equity related securities of companies listed on global stock exchanges. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Martin Connaghan 19/03/2001 | ||
Samantha Fitzpatrick 01/03/2001 | ||
Inception Date 24/06/2002 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI ACWI+3% NR GBP | Morningstar Gbl Growth TME NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for abrdn Global Equity Fund A Acc | 31/03/2024 |
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Top 5 Holdings | Sector | % |
Microsoft Corp | Technology | 4.64 |
Taiwan Semiconductor Manufacturi... | Technology | 3.50 |
Boston Scientific Corp | Healthcare | 3.26 |
Amazon.com Inc | Consumer Cyclical | 3.12 |
AstraZeneca PLC | Healthcare | 3.08 |
Increase Decrease New since last portfolio | ||
abrdn Global Equity Fund A Acc |