abrdn MyFolio Market I Fund Platform 1 AccumulationRegister to Unlock Ratings |
Performance History | 31/03/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 3.2 | 3.7 | -10.2 | 7.0 | 1.2 | |
+/-Cat | -0.6 | 1.3 | 0.1 | -0.2 | 0.0 | |
+/-B’mrk | -2.4 | 4.0 | 3.1 | 1.0 | 0.6 | |
Category: GBP Allocation 0-20% Equity | ||||||
Category Benchmark: Morningstar UK Cau Tgt Allo... |
Key Stats | ||
NAV 22/04/2024 | GBX 72.59 | |
Day Change | -0.14% | |
Morningstar Category™ | GBP Allocation 0-20% Equity | |
IA (formerly IMA) Sector | Volatility Managed | |
ISIN | GB00B7KSN259 | |
Fund Size (Mil) 22/04/2024 | GBP 260.27 | |
Share Class Size (Mil) 22/04/2024 | GBP 75.70 | |
Max Initial Charge | - | |
Ongoing Charge 18/03/2024 | 0.26% |
Morningstar Research |
Analyst Report | 09/10/2023 Tom Mills, Senior Analyst Morningstar, Inc |
A well-structured process with a sound asset-allocation framework continue to support a Morningstar Analyst Rating of Bronze for the clean share classes of Abrdn MyFolio Market I, while the more expensive ones are rated Neutral.The multi-manager... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 23 |
Parent | 23 |
Process | 24 |
Performance | |
Price |
Investment Objective: abrdn MyFolio Market I Fund Platform 1 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 Market range, which offers five funds with different expected combinations of investment risk and return. The fund is risk level I, which aims to be the lowest risk fund in this range. The fund will invest at least 60% in passively managed funds, including those managed by abrdn, to obtain broad exposure to a range of diversified investments. It may invest up to 40% in actively managed funds (including those managed by abrdn). Typically, at least 50% of the assets will be those traditionally viewed as lower risk, such as cash, money market instruments, government bonds (loans to a government) and investment grade corporate bonds (loans to a company). |
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Management | ||
Manager Name Start Date | ||
Daniel Reynolds 01/05/2021 | ||
Justin Jones 01/05/2021 | ||
Inception Date 23/04/2012 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
15% MSCI World ex UK NR GBP , 80% SONIA , 5% FTSE AllSh TR GBP | Morningstar UK Cau Tgt Alloc NR GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for abrdn MyFolio Market I Fund Platform 1 Accumulation | 31/03/2024 |
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