abrdn Global Smaller Companies Fund Platform 1 Accumulation

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Performance History31/07/2022
Growth of 1,000 (GBP) Advanced Graph
abrdn Global Smaller Companies Fund Platform 1 Accumulation
Fund-5.118.332.619.4-27.8
+/-Cat5.5-0.619.22.8-17.8
+/-B’mrk3.3-2.220.52.0-21.1
 
Key Stats
NAV
17/08/2022
 GBX 173.40
Day Change -0.40%
Morningstar Category™ Global Small/Mid-Cap Equity
IA (formerly IMA) Sector Global
ISIN GB00B7KVX245
Fund Size (Mil)
29/07/2022
 GBP 1248.47
Share Class Size (Mil)
17/08/2022
 GBP 247.22
Max Initial Charge -
Ongoing Charge
01/03/2022
  1.05%
Morningstar Research
Analyst Report

The strategy lost its long-term manager Alan Rowsell and analyst Imogen Harris in 2020, but new lead manager Kirsty Desson has taken the reins well with the help of small-cap stalwart Harry Nimmo. While this represented a significant change we...

Click here to read this analyst report on the underlying fund.
Morningstar Pillars
PeopleAverage
ParentAverage
ProcessAbove Average
Performance
Price
Investment Objective: abrdn Global Smaller Companies Fund Platform 1 Accumulation
To generate growth over the long term (5 years or more) by investing in Global small-capitalisation equities (company shares). The fund will invest at least 70% in small-capitalisation equities and equity related securities of companies listed on global stock exchanges.
Returns
Trailing Returns (GBP)17/08/2022
YTD-23.38
3 Years Annualised6.54
5 Years Annualised6.76
10 Years Annualised12.76
12 Month Yield 0.00
Management
Manager Name
Start Date
Kirsty Desson
25/02/2020
Harry Nimmo
25/06/2020
Inception Date
14/05/2012
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Category Benchmark
Fund BenchmarkMorningstar Benchmark
MSCI ACWI Small Cap NR LCLMSCI ACWI SMID NR USD
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 Global Smaller Companies Fund Platform 1 Accumulation31/07/2022
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock97.010.0097.01
Bond0.110.000.11
Property0.000.000.00
Cash3.340.462.89
Other0.000.000.00
Top 5 Regions%
United States47.12
Eurozone21.44
United Kingdom7.48
Australasia7.19
Japan6.22
Top 5 Sectors%
Industrials29.05
Technology24.96
Consumer Cyclical11.66
Communication Services9.78
Financial Services7.04
Top 5 HoldingsSector%
Paylocity Holding CorpTechnologyTechnology3.96
Perficient IncTechnologyTechnology3.50
Generac Holdings IncIndustrialsIndustrials3.40
Pool CorpIndustrialsIndustrials3.25
SiteOne Landscape Supply IncIndustrialsIndustrials3.17
abrdn Global Smaller Companies Fund Platform 1 Accumulation

Related

* This share class has performance data calculated prior to the inception date, 2012-05-14. This is based upon a simulated/extended track record, using the track record of abrdn Global Smaller Companies R Acc (ISIN: GB00B4KHN986), and is in accordance with Morningstar’s Extended Performance Methodology paper. To find out more about this, click here.
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)