Risk Warning: The value of investments and the income from them may go down as well as up and your clients may get back less than the amount invested
At Aberdeen, our Multi-Asset funds are actively managed and invest across equities, bonds, property, cash, commodities and other alternative assets. This ability to switch between a broader range of asset classes provides greater diversification and the potential for a better risk/return profile than a pure equity-based portfolio.
We have a bottom-up stock selection process and meet with company management before making an investment in their shares. This strong bottom-up investment approach complements our Multi-Asset team asset allocation skills in order to generate attractive risk-adjusted returns.
At Aberdeen, our rigorous process helps us to seek out strong, robust investments. For added resilience we developed a fund that combines our best global ideas across all the main asset classes - equities, fixed income and alternatives.
The result is the Aberdeen Multi-Asset Fund, fully diversified to offer maximised growth opportunity while, at the same time, aiming to control the risk.
|1 year||3 year||5 year|
|Aberdeen Multi-Asset Fund||13.57||8.27||12.91|
|IMA Mixed Investment 40-85% Shares Sector||16.70||7.36||11.06|
*Source: Lipper, Russel Mellon, Basis: Total Return, NAV to NAV, UK Net Income Reinvested, Share Class.
Past performance is not a guide to future performance.
|Sector:||IMA Mixed Investment 40-85% Shares (previously IMA Balanced Managed)|
|Benchmark**:||40% FTSE All Share, 25% MSCI World ex UK, 15% FTSE-A Brit Govt All Stocks, 5% 7 DAY GBP LIBOR 5% HFRI OFF CONS, 5% FTSE Small Cap, 2.5% Macquarie GBL INFR 100 GBP, 2.5% 14 DAY GBP LIBOR.|
|Yield:||1.20% (A Acc) as at 31 October 2013|
** This benchmark is used for internal management purposes only and may change from time to time at the discretion of the manager. The performance objective of the fund remains one of total return.