abrdn UK Ethical Equity Fund Institutional AccumulationRegister to Unlock Ratings |
Performance History | 31/07/2022 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | -14.4 | 33.1 | -8.4 | 15.2 | -17.6 |
![]() | +/-Cat | -2.2 | 9.3 | -3.4 | -1.1 | -7.4 |
![]() | +/-B’mrk | -4.9 | 13.9 | 1.4 | -3.1 | -17.2 |
Category: UK Flex-Cap Equity | ||||||
Category Benchmark: FTSE AllSh TR GBP |
Key Stats | ||
NAV 15/08/2022 | GBX 204.70 | |
Day Change | 0.29% | |
Morningstar Category™ | UK Flex-Cap Equity | |
IA (formerly IMA) Sector | UK All Companies | |
ISIN | GB0004333059 | |
Fund Size (Mil) 29/07/2022 | GBP 263.95 | |
Share Class Size (Mil) 15/08/2022 | GBP 54.26 | |
Max Initial Charge | - | |
Ongoing Charge 23/10/2021 | 0.85% |
Morningstar Research |
Analyst Report |
Abrdn has announced that long-term lead manager Lesley Duncan will be standing down as portfolio manager of Abrdn UK Ethical Equity in September 2022. Current deputy portfolio manager Rebecca Maclean will be promoted to lead manager. This change... |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | |
Parent | Average |
Process | |
Performance | |
Price |
Investment Objective: abrdn UK Ethical Equity Fund Institutional Accumulation |
To generate growth over the long term (5 years or more) by investing in UK equities (company shares) which meet the ethical criteria set out in the investment manager's Ethical Investment Policy. The fund will invest at least 70% in 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 | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Lesley Duncan 01/06/2004 | ||
Rebecca Maclean 01/04/2018 | ||
Inception Date 20/09/1998 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
FTSE AllSh TR GBP | FTSE AllSh TR GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for abrdn UK Ethical Equity Fund Institutional Accumulation | 31/07/2022 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 3.40 |
![]() | ![]() | 3.26 |
![]() | ![]() | 3.26 |
![]() | ![]() | 2.71 |
![]() | ![]() | 2.63 |
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abrdn UK Ethical Equity Fund Institutional Accumulation |