abrdn Balanced Bridge Fund IncomeRegister to Unlock Ratings |
Performance History | 31/03/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 8.0 | 10.4 | -8.7 | 8.8 | 3.0 | |
+/-Cat | 2.8 | -0.7 | 1.3 | 0.4 | -1.3 | |
+/-B’mrk | 3.5 | -1.9 | -1.5 | -1.9 | -2.1 | |
Category: GBP Allocation 60-80% Equity | ||||||
Category Benchmark: Morningstar UK Mod Adv Tgt ... |
Key Stats | ||
NAV 29/04/2024 | GBX 186.80 | |
Day Change | 0.54% | |
Morningstar Category™ | GBP Allocation 60-80% Equity | |
IA (formerly IMA) Sector | Mixed Investment 40-85% Shares | |
ISIN | GB0004833660 | |
Fund Size (Mil) 28/02/2023 | GBP 973.65 | |
Share Class Size (Mil) 29/04/2024 | GBP 28.99 | |
Max Initial Charge | 6.00% | |
Ongoing Charge 15/02/2024 | 1.08% |
Investment Objective: abrdn Balanced Bridge Fund Income |
To generate growth with some income over the long term (5 years or more) by investing in a diversified portfolio of equities (company shares) and bonds (loans to governments or companies). The fund invests at least 70% in global equities, corporate investment grade bonds and government bonds issued anywhere in the world. |
Returns | ||||||||||||||||
|
Management | ||
Manager Name Start Date | ||
Andrew Patrick 14/10/2020 | ||
Jonathan Allison 14/10/2020 | ||
Inception Date 28/12/1998 |
Advertisement |
Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
ARC Steady Growth PCI TR GBP | Morningstar UK Mod Adv Tgt Alloc NR GBP |
Target Market | ||||||||||||||||||||
|
Portfolio Profile for abrdn Balanced Bridge Fund Income | 31/03/2024 |
| ||||||||||||||||||||||||||||||||||||||||||
| ||||||||||||||||||||||||||||||||||||||||||
| ||||||||||||||||||||||||||||||||||||||||||
|