Standard Life Assurance MyFolio Managed III Series 3 Pension FundRegister to Unlock Ratings |
Performance History | 29/02/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 3.3 | 9.4 | -12.5 | 6.3 | 0.1 | |
+/-Sector | - | - | - | - | - | |
Sector: Unclassified (Pen) |
Key Stats | ||
NAV 28/03/2024 | GBX 192.10 | |
Day Change | 0.10% | |
ABI Sector | Unclassified (Pen) | |
ISIN | GB00B43XBP53 | |
Fund Size (Mil) 28/03/2024 | GBP 2764.15 | |
Share Class Size (Mil) 28/03/2024 | GBP 2362.11 | |
Stakeholder | No | |
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This rating and report were issued for the underlying fund and not the insurance product. Fees of insurance products may be higher, which can negatively impact returns. Insurance products may also hold cash outside the underlying fund, which can strongly affect performance. |
Investment Objective: Standard Life Assurance MyFolio Managed III Series 3 Pension Fund |
To generate growth over the long term (5 years or more) while being managed to a defined level of risk. The fund is part of the abrdn MyFolio Managed range, which offers five funds with different expected combinations of investment risk and return. The fund is risk level III, which aims to be the middle risk fund in this range. The fund will invest at least 60% in actively managed abrdn funds to obtain broad exposure to a range of diversified investments. It may invest up to 40% in passively managed funds (including those managed by abrdn). |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Katie Trowsdale 01/04/2019 | ||
Rob Bowie 01/04/2019 | ||
Inception Date 06/10/2010 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
30% MSCI World ex UK NR GBP , 55% SONIA , 15% FTSE AllSh TR GBP | Morningstar UK Mod Tgt Alloc NR GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Standard Life Assurance MyFolio Managed III Series 3 Pension Fund | 29/02/2024 |
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