abrdn UK Mid-Cap Equity Fund I AccRegister to Unlock Ratings |
| Performance History | 31/07/2022 |
| Growth of 1,000 (GBP) | Advanced Graph |
 | Fund | -8.4 | 39.6 | 4.7 | 19.0 | -30.4 |
| +/-Cat | 6.5 | 8.8 | 7.7 | 4.2 | -13.7 |
| +/-B’mrk | 6.7 | 8.8 | 13.2 | 0.7 | -17.0 |
| Category: UK Mid-Cap Equity | ||||||
| Category Benchmark: FTSE 250 Ex Investment Trus... | ||||||
| Key Stats | ||
| NAV 12/08/2022 | GBX 208.19 | |
| Day Change | -0.08% | |
| Morningstar Category™ | UK Mid-Cap Equity | |
| IA (formerly IMA) Sector | UK All Companies | |
| ISIN | GB00B0XWNT29 | |
| Fund Size (Mil) 29/07/2022 | GBP 213.07 | |
| Share Class Size (Mil) 29/07/2022 | GBP 91.16 | |
| Max Initial Charge | - | |
| Ongoing Charge 11/11/2021 | 0.85% | |
| Morningstar Research |
| Analyst Report |
The investment approach on ASI UK Mid-Cap Equity emanates from a tried-and-tested small-cap process that also has merit when applied to mid-caps. Coupled with a strong management team, there are several key positives here. We therefore initiate... |
| Click here to read this analyst report on the underlying fund. |
| Morningstar Pillars | |
|---|---|
| People | Above Average |
| Parent | Average |
| Process | High |
| Performance | |
| Price | |
| Investment Objective: abrdn UK Mid-Cap Equity Fund I Acc |
| To generate growth over the long term (5 years or more) by investing in UK mid-capitalisation equities (company shares). The fund will invest at least 60% in mid-capitalisation equities and equity related securities of companies listed, incorporated or domiciled in the UK or companies that derive a significant proportion of their revenues or profits from UK operations or have a significant proportion of their assets there. Mid capitalisation companies are defined as any stock included in the FTSE 250 (ex Investment Trusts) Index or, if not included within the index, any stock having a market capitalisation smaller than that of the stock with the largest market capitalisation in such index. |
| Returns | |||||||||||||
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| Management | ||
Manager Name Start Date | ||
Abby Glennie 01/07/2018 | ||
Amanda Yeaman 20/05/2020 | ||
Inception Date 01/10/2012 | ||
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| Category Benchmark | |
| Fund Benchmark | Morningstar Benchmark |
| FTSE 250 Ex Investment Trust+3% TR GBP | FTSE 250 Ex Investment Trust TR GBP |
| Target Market | ||||||||||||||||||||
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| Portfolio Profile for abrdn UK Mid-Cap Equity Fund I Acc | 31/07/2022 |
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| Top 5 Holdings | Sector | % |
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 Increase Decrease  New since last portfolio | ||
| abrdn UK Mid-Cap Equity Fund I Acc | ||
