abrdn Global Balanced Growth Ret Acc GBP
abrdn Global Balanced Growth Ret Acc GBP
ISIN:
GB0004330261
Risk level:
FE fundinfo Rating:
3 of 5
IA Sector:
IA Mixed Investment 40-85% Shares
Income type:
Accumulation
Price:
224.5000GBX
14 July 2025
Last change:
0.00%
1 year change:
icon-up-small 2.65%
5 year annualised return:
4.06%
12 month yield:
1.26%
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 Balanced Growth Ret Acc GBP
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IA Mixed Investment 40-85% Shares
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IA Mixed Investment 40-85% Shares
Discrete calendar year performance
Trailing returns
(*annualised)
Fund Objective: To generate growth over the long term (5 years or more) by investing in a diversified portfolio of assets. Invested capital is however at risk and there is no guarantee that this will be attained over any time period. Performance Comparator: IA Mixed Investment 40%-85% Shares sector average. Funds in this Sector are required to have a different range of investments. However, they must have between 40%-85% in shares in companies. The ACD believes this is an appropriate comparator for the fund based on the investment policy of the fund and the constituents of the sector.
Manager name:
abrdn Fund Managers Limited
Manager start date:
01 November 2023
Investment style:
Aggressive
Region (geographical):
Global
Manager Biography:
N/A
Benchmark:
IA Mixed Investment 40-85% Shares
Sector:
IA Mixed Investment 40-85% Shares
FE fundinfo Rating:
3 of 5
Fees and Charges
*This is an indication based on the market average. The fund’s actual transaction cost will be shown before you place a trade.
Account charges are not included
Asset Allocation
Fund size: 591,997,594.62 GBX
Chart not available
Chart date: July 14, 2025
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.