abrdn Global Sustainable and Responsible Investment Equity I Inc
abrdn Global Sustainable and Responsible Investment Equity I Inc
ISIN:
GB0006833825
Risk level:
FE fundinfo Rating:
1 of 5
IA Sector:
IA Global
Income type:
Income
Price:
300.5300GBX
14 May 2024
Last change:
icon-down-small -0.32%
1 year change:
icon-up-small 14.82%
5 year annualised return:
8.55%
12 month yield:
0.60%
At a glance performance and information
Eligibility:
The value of investments, and income from them, can rise and fall so you may get back less than you invest. If you are unsure about investing, seek independent advice
Add to chart:
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abrdn Global Sustainable and Responsible Investment Equity I Inc
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IA Global
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MSCI ACWI
Discrete calendar year performance
Trailing returns
(*annualised)
Fund Objective: To generate growth over the long term (5 years or more) by investing in global equities (company shares) which adhere to the abrdn Sustainable and Responsible Investment Equity Approach. Performance Target: To achieve the return of the MSCI AC World Index plus 3% per annum over rolling three year periods (before charges). The Performance Target is the level of performance that the management team hopes to achieve for the fund. There is however no certainty or promise that they will achieve the Performance Target. The ACD believes this is an appropriate target for the fund based on the investment policy of the fund and the constituents of the index.
Manager name:
abrdn Fund Managers Limited
Manager start date:
02 February 2018
Investment style:
Growth
Region (geographical):
Global
Manager Biography:
Dominic is Head of the Global Equities and he is co-portfolio manager of the SLI Global Equity Impact SICAV at Aberdeen Standard Investments. Dominic joined the Company in 2000 as part of our UK Equity Team. In December 2008, he joined the Global Equity Team and has managed a range of global equity strategies. In 2018, Dominic was appointed Deputy Head of Global Equity at Aberdeen Standard Investments, becoming Head in March 2020. Dominic graduated with a MEng in Engineering Science and is a CFA charterholder. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
Benchmark:
MSCI ACWI
Sector:
IA Global
FE fundinfo Rating:
1 of 5
Fees and Charges
Asset Allocation
Fund size: 155,226,594.85 GBX
Chart date: May 14, 2024
Top 10 Holdings
Sectors
World regions
What is ESG?
ESG stands for Environmental, Social and Governance and is an approach for evaluating to what extent a company works towards social goals. For investors this can be used in order to understand how their funds and the assets they are made up of work towards these goals and use that information to help make sustainable investment choices.
ESG Metric
Score
MSCI ESG Quality Score (0-10)
7.5
MSCI ESG Quality Score - Peer Percentile (0-100)
85%
MSCI ESG Quality Score - Global Percentile (0-100)
90%
Fund Environmental Impact Involvement (%)
17%
Fund Social Score Impact Involvement (%)
5%
Fund Severe Governance Controversies Involvement (%)
2%