abrdn Gl...

Price: 94.0300GBX

Change: icon-down-small -0.01%

abrdn Global Balanced Growth Platform 1 Inc GBP

abrdn Global Balanced Growth Platform 1 Inc GBP



Risk level:


FE fundinfo Rating:

2 of 5

IA Sector:

IA Mixed Investment 40-85% Shares

Income type:




27 February 2024

Last change:

icon-down-small -0.01%

1 year change:

icon-up-small 6.08%

5 year annualised return:


12 month yield:


At a glance

At a glance performance and information


Share Dealing Account Yes

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:

  • abrdn Global Balanced Growth Platform 1 Inc GBP
  • IA Mixed Investment 40-85% Shares
  • Index

Discrete calendar year performance

Discrete calendar year performance
Investment 31/12/18 to 31/12/19 31/12/19 to 31/12/20 31/12/20 to 31/12/21 31/12/21 to 31/12/22 31/12/22 to 31/12/23
abrdn Global Balanced Growth Platform 1 Inc GBP 17.10% 8.92% 7.92% -11.03% 6.61%
IA Mixed Investment 40-85% Shares 15.78% 5.32% 10.94% -10.04% 8.08%
N/A N/A% N/A% N/A% N/A% N/A%

Trailing returns


Trailing returns
Investment 3 months 6 months 1 year 3 years* 5 years*
abrdn Global Balanced Growth Platform 1 Inc GBP 6.54% 8.68% 6.08% 1.91% 4.89%
IA Mixed Investment 40-85% Shares 5.81% 7.99% 5.94% 3.05% 4.91%
N/A N/A% N/A% N/A% N/A% N/A%

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% iBoxx Sterling Collateralized & Corporates Index, 5% Bloomberg Global High Yield Corporate Index 2% Issuer Cap, 4% JP Morgan EMBI Global Diversified Index, 5% SONIA. 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. Performance Comparator: IA Mixed Investment 40%-85% Shares sector average. The ACD believes this is an appropriate target/comparator for the fund based on the investment policy of the fund and the constituents of the indices/sector.

Manager name:

abrdn Fund Managers Limited

Manager start date:

01 January 2011

Investment style:


Region (geographical):


Manager Biography:

Our multi-asset investing team contains more than 40 highly talented and accomplished investment professionals with an average of over 15 years’ industry experience. Overall, the team incorporates three key areas. Strategic research is headed by Andrew Milligan, who has over 35 years’ industry experience. It is responsible for developing themes behind our strategies and seeks the investment rationale in which a strategy will perform. Multi-asset management is headed by Guy Stern, who has over 30 years’ industry experience and is responsible for identifying, developing and implementing strategies and manages the Fund on a day-to-day basis. Finally, risk analysis is headed by Brian Fleming, a multi-asset risk expert with over 10 years’ industry experience. Brian is responsible for risk and structuring within multi-asset investing and provides quantitative discipline to the qualitative fund management process. These three areas provide a critical combination of skill and experience, working together to ensure the best strategies are in place




IA Mixed Investment 40-85% Shares

FE fundinfo Rating:

2 of 5

Fees & charges

Fees and Charges

Fees and Charges
Charge Who receives this? What is it? Amount
Initial charge: The fund manager Charges applied by the fund management company for investing in their fund. Please note that Investment Managers may charge each time you buy new units or shares in a fund or trust. Where Investment Managers would have an entry charge, we will negotiate to have it waived so you will not be charged. 0.00%
Ongoing Charges: The fund manager The annual charge paid to a fund manager to cover the costs of running the fund. It is an estimate based on the actual amount charged in the previous year. 0.66%
Performance Fee: The fund manager A performance fee joins up the interest of the fund manager and their investors. A performance fee is taken when the fund beats pre-set conditions. 0%
Typical transaction cost: The fund manager The costs of dealing within a fund, which the Investment Manager must pay to continue managing the assets. This includes where the Manager decides to sell one stock and buy another. The costs will vary from one fund to another based on how often the Investment Manager trades and the costs applied when trading. 0.188%*
Dealing commission: iWeb The cost of buying or selling some or all of your investment. £5.00 (per online trade)

*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: 620,100,000.00 GBX

Chart date: February 27, 2024

Top 10 Holdings

Top 10 Holdings
Security Weight
Microsoft corporation 2.50%
Alphabet inc 1.80%
Shell plc 1.60%
Astrazeneca plc 1.60%
Amazon.com, inc. 1.60%
Apple inc. 1.40%
Hsbc holdings plc 1.30%
Unilever plc 1.00%
Boston scientific corporation 1.00%
Bp 1.00%


Sectors Weight
Others 26.80%
Financials 14.90%
Information Technology 11.30%
Health Care 9.70%
Industrials 8.90%
Consumer Discretionary 7.90%
Money Market 7.10%
Consumer Staples 5.00%
Energy 4.40%
Materials 4.00%

World regions

World regions
Country Weight
No results

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


MSCI ESG Quality Score (0-10)


MSCI ESG Quality Score - Peer Percentile (0-100)


MSCI ESG Quality Score - Global Percentile (0-100)


Fund Environmental Impact Involvement (%)


Fund Social Score Impact Involvement (%)


Fund Severe Governance Controversies Involvement (%)