abrdn Ethical Corporate Bond Platform 1 Inc GBP
abrdn Ethical Corporate Bond Platform 1 Inc GBP
ISIN:
GB00B4LQ8T99
Risk level:
FE fundinfo Rating:
2 of 5
IA Sector:
IA Sterling Corporate Bond
Income type:
Income
Price:
50.8500GBX
17 April 2024
Last change:
icon-down-small -0.16%
1 year change:
icon-up-small 5.32%
5 year annualised return:
-0.72%
12 month yield:
3.99%
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 Ethical Corporate Bond Platform 1 Inc GBP
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IA Sterling Corporate Bond
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IA Sterling Corporate Bond
Discrete calendar year performance
Trailing returns
(*annualised)
Fund Objective: To generate income and some growth over the long term (5 years or more) by investing in sterling denominated investment grade corporate bonds which adhere to the abrdn Ethical Corporate Bond Investment Approach. Performance Target: To be top quartile within the fund's peer group; as measured by the Investment Association Sterling Corporate Bond Sector Average, over rolling three-year periods (after charges). There is no certainty or promise that the Performance Target will be achieved. The Investment Association Sterling Corporate Bond Sector (the "Sector") is a representative group of investment funds with a focus on sterling denominated investment grade bonds issued by companies.
Manager name:
abrdn Fund Managers Limited
Manager start date:
01 March 2014
Investment style:
Active
Region (geographical):
Global
Manager Biography:
Mark Munro joined Standard Life Investments as Investment Director in 2013. He is part of the Sterling investment grade team and is a portfolio manager running a number of retail and institutional funds. Mark is responsible for managing a number of institutional funds in the corporate bond team. Previously in his role as an analyst Mark was responsible for providing company research and trade ideas for the credit team. He has also worked as an analyst on the UK small cap equities team. Before joining SWIP, Mark spent four years working in the derivatives market, trading futures electronically on the Chicago Board of Trade. Mark is a CFA charterholder and has the Investment Management Certificate. He is a Bachelor of Law (LLB) from the University of Edinburgh.
Benchmark:
IA Sterling Corporate Bond
Sector:
IA Sterling Corporate Bond
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: 375,942,371.34 GBX
Chart date: April 17, 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)
7.3
MSCI ESG Quality Score - Peer Percentile (0-100)
57%
MSCI ESG Quality Score - Global Percentile (0-100)
84%
Fund Environmental Impact Involvement (%)
14%
Fund Social Score Impact Involvement (%)
5%
Fund Severe Governance Controversies Involvement (%)
25%