abrdn Europe ex UK Smaller Companies Platform 1 Acc GBP
abrdn Europe ex UK Smaller Companies Platform 1 Acc GBP
ISIN:
GB00BYMMJ932
Risk level:
FE fundinfo Rating:
2 of 5
IA Sector:
IA European Smaller Companies
Income type:
Accumulation
Price:
421.2000GBX
28 March 2024
Last change:
icon-down-small -0.21%
1 year change:
icon-up-small 7.20%
5 year annualised return:
7.01%
12 month yield:
1.25%
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 Europe ex UK Smaller Companies Platform 1 Acc GBP
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IA European Smaller Companies
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MSCI Europe ex UK Small Cap
Discrete calendar year performance
Trailing returns
(*annualised)
Fund Objective: To generate growth over the long term (5 years or more) by investing in European smaller capitalisation equities (company shares). Performance Target: To achieve the return of the MSCI Europe ex UK Small Cap Index, plus 3% per annum over rolling five 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:
25 August 2014
Investment style:
Growth
Region (geographical):
Europe Ex UK
Manager Biography:
Andrew Paisley is Head of Smaller Companies at abrdn. He is responsible for the management of the European Smaller Companies strategy which includes a Luxembourg SICAV fund, UK OEIC fund and a number of segregated mandates. As head of the team, he is responsible for the management of the UK, Europe and Global Small Cap Team and performance. Andrew began his career as a Chartered Accountant at Arthur Andersen, before becoming sector analyst for Sutherlands Stockbrokers. He joined Edinburgh Fund Managers in 1999, joining Kempen Capital Management in 2006. In 2011, he became co-manager of all UK smaller company mandates at Scottish Widows Investment Partnership, prior to joining abrdn in August 2014 as Deputy Head of Smaller Companies before being appointed Head of Smaller Companies in March 2020. Andrew has an LLB (Hons), CA, IMC. He has 28 years in the industry and 8 at the company.
Benchmark:
MSCI Europe ex UK Small Cap
Sector:
IA European Smaller Companies
FE fundinfo Rating:
2 of 5
Fees and Charges
Asset Allocation
Fund size: 37,600,000.00 GBX
Chart date: March 28, 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)
5.7
MSCI ESG Quality Score - Peer Percentile (0-100)
1%
MSCI ESG Quality Score - Global Percentile (0-100)
35%
Fund Environmental Impact Involvement (%)
29%
Fund Social Score Impact Involvement (%)
5%
Fund Severe Governance Controversies Involvement (%)
0%