abrdn UK Mid-Cap Equity Fund A IncRegister to Unlock Ratings |
Performance History | 30/09/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 4.3 | 18.5 | -36.9 | -2.0 | 7.2 | |
+/-Cat | 7.2 | 3.7 | -14.8 | -7.9 | -2.6 | |
+/-B’mrk | - | - | - | -18.6 | -1.5 | |
Category: UK Mid-Cap Equity | ||||||
Category Benchmark: Morningstar UK SMID Cap TME... |
Key Stats | ||
NAV 03/10/2024 | GBX 187.89 | |
Day Change | -0.32% | |
Morningstar Category™ | UK Mid-Cap Equity | |
IA (formerly IMA) Sector | UK All Companies | |
ISIN | GB00B0XWNQ97 | |
Fund Size (Mil) 02/10/2024 | GBP 128.58 | |
Share Class Size (Mil) 03/10/2024 | GBP 2.32 | |
Max Initial Charge | - | |
Ongoing Charge 19/07/2024 | 1.29% |
Morningstar Research |
Analyst Report | 28/02/2024 Daniel Haydon, Analyst Morningstar, Inc |
The investment approach on Abrdn 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. The growth and... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
---|---|
People | 24 |
Parent | 23 |
Process | 25 |
Performance | |
Price |
Investment Objective: abrdn UK Mid-Cap Equity Fund A Inc |
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. |
Returns | ||||||||||||||||
|
Management | ||
Manager Name Start Date | ||
Abby Glennie 01/07/2018 | ||
Amanda Yeaman 20/05/2020 | ||
Inception Date 18/02/1982 |
Advertisement |
Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
FTSE 250 Ex Investment Trust+3% TR GBP | Morningstar UK SMID Cap TME NR GBP |
Target Market | ||||||||||||||||||||
|
Portfolio Profile for abrdn UK Mid-Cap Equity Fund A Inc | 31/08/2024 |
|
|
Top 5 Holdings | Sector | % |
JTC PLC Ordinary Shares | Financial Services | 4.60 |
Hill & Smith PLC | Industrials | 4.24 |
Diploma PLC | Industrials | 4.19 |
Cranswick PLC | Consumer Defensive | 4.03 |
Intermediate Capital Group PLC | Financial Services | 3.79 |
Increase Decrease New since last portfolio | ||
abrdn UK Mid-Cap Equity Fund A Inc |