abrdn Global Balanced Growth Institutional Inc GBP
abrdn Global Balanced Growth Institutional Inc GBP
ISIN:
GB0004331566
Risk level:
FE fundinfo Rating:
2 of 5
IA Sector:
IA Mixed Investment 40-85% Shares
Income type:
Income
Price:
130.1000GBX
16 September 2024
Last change:
0.00%
1 year change:
icon-up-small 10.38%
5 year annualised return:
3.59%
12 month yield:
2.11%
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 Institutional Inc 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. Performance Target: To exceed the return of the following basket of assets per annum over rolling five year periods (after charges). This basket of assets represents the fund's long term strategic asset allocation. This basket is composed of global equities (70%) and global bonds (25%) and money markets (5%) ("basket of assets"). The underlying indices are the following: 20% FTSE All-Share Index, 26% S&P 500, 9% MSCI Europe ex UK, 8% MSCI Japan, 4% MSCI AC Asia Pacific Ex Japan, 3% MSCI Global Emerging Markets, 6% JP Morgan GBI Global Index, 4% FTSE Actuaries UK Conventional Gilts All Stocks, 6% Markit iBoxx Sterling Collateralized & Corporates Index, 5% Bloomberg Global High Yield Corporate Index 2% Issuer Cap, 4% JP Morgan EMBI Global Diversified Index, 5% SONIA. There is no certainty or promise that the performance target will be achieved. Performance Comparator: IA Mixed Investment 40%-85% Shares sector (the "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.
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:
2 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: 617,200,000.00 GBX
Chart not available
Chart date: September 16, 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)
6.9
MSCI ESG Quality Score - Peer Percentile (0-100)
37%
MSCI ESG Quality Score - Global Percentile (0-100)
69%
Fund Environmental Impact Involvement (%)
15%
Fund Social Score Impact Involvement (%)
5%
Fund Severe Governance Controversies Involvement (%)
7%