abrdn MyFolio Multi-Manager IV Fund Institutional Accumulation

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Performance History31/03/2024
Growth of 1,000 (GBP) Advanced Graph
abrdn MyFolio Multi-Manager IV Fund Institutional Accumulation
Fund1.612.2-9.08.94.2
+/-Cat-3.61.01.00.6-0.1
+/-B’mrk-2.9-0.1-1.8-1.7-0.9
 
Key Stats
NAV
12/04/2024
 GBX 113.10
Day Change 0.00%
Morningstar Category™ GBP Allocation 60-80% Equity
IA (formerly IMA) Sector Volatility Managed
ISIN GB00B4WCRZ51
Fund Size (Mil)
12/04/2024
 GBP 230.16
Share Class Size (Mil)
12/04/2024
 GBP 30.34
Max Initial Charge -
Ongoing Charge
18/03/2024
  1.15%
Morningstar Research
Analyst Report09/10/2023
Tom Mills, Senior Analyst
Morningstar, Inc

The team on abrdn MyFolio Multi-Manager IV has been regrouping after a number of departures in recent years. While it does boast tenured senior members and benefits from the group’s wider resources, backed by a sound asset-allocation framework,...

Click here to read this analyst report on the underlying fund.
Morningstar Pillars
People23
Parent23
Process23
Performance
Price
Investment Objective: abrdn MyFolio Multi-Manager IV Fund Institutional Accumulation
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 Multi-Manager range, which offers five funds with different expected combinations of investment risk and return. This fund is risk level IV, which aims to be the second highest risk fund in this range. The fund will invest at least 60% in actively managed funds, including those managed by abrdn, 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). Typically, at least 60% of the fund will be invested in assets traditionally viewed as being higher risk such as such as equities (company shares), commercial property, alternative funds and emerging market bonds (loans to an emerging market government).
Returns
Trailing Returns (GBP)12/04/2024
YTD3.95
3 Years Annualised2.93
5 Years Annualised4.38
10 Years Annualised5.50
12 Month Yield 1.15
Management
Manager Name
Start Date
Katie Trowsdale
01/04/2019
Rob Bowie
01/04/2019
Inception Date
20/09/2010
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Category Benchmark
Fund BenchmarkMorningstar Benchmark
40% MSCI World ex UK NR GBP ,  40% SONIA ,  20% FTSE AllSh TR GBPMorningstar UK Mod Adv Tgt Alloc NR GBP
Target Market
Role In Portfolio
Standalone / CoreNot Specific
ComponentNot Specific
OtherNot Specific
Primary Objective
PreservationNo
GrowthYes
IncomeNot Specific
HedgingNot Specific
OtherNot Specific
Portfolio Profile for  abrdn MyFolio Multi-Manager IV Fund Institutional Accumulation31/03/2024
Morningstar Style Box®
Equity Style
Morningstar Style Box®
Fixed Income Style
Asset Allocation
  % Long% Short% Net Assets
Stock77.350.0477.31
Bond17.212.1015.12
Property2.090.002.09
Cash21.4318.153.28
Other1.140.041.10
Fixed Income
Effective Maturity8.74
Effective Duration6.14
Top 5 Regions%
United States38.95
United Kingdom24.20
Asia - Emerging9.46
Eurozone7.85
Asia - Developed7.23
Top 5 Sectors%
Financial Services16.15
Technology15.93
Industrials13.10
Consumer Cyclical10.07
Healthcare8.71
Top 5 HoldingsSector%
L&G UK Index C Acc8.40
Findlay Park American I GBP Dist7.61
WS Lindsell Train UK Equity Acc7.50
Dodge & Cox Worldwide US Stock A... 5.13
Vanguard U.S. Eq Idx Ins Pl £ Acc5.10
abrdn MyFolio Multi-Manager IV Fund Institutional Accumulation

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In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)
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