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Aberdeen Multi-Asset Fund

 
 

Risk Warning

The value of investments and the income from them can go down as well as up and your clients may get back less than the amount invested.

 
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For more information on the Aberdeen Multi-Asset Fund.

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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.

Reasons to invest

  • Robust performance – first quartile performance over the last 3 and 5 years*
  • Dynamic asset allocation - which can exploit market inefficiencies
  • Gains from Aberdeen's expertise in higher growth regions of the world such as Asia and emerging markets
  • An experienced team – with an average of 17 years’ experience, combining regional and asset class expertise.
  • A distinct, well-documented investment process that draws on high quality proprietary research to generate added value.
 
 

Performance as at 30 April 2013*

  1 year 3 year 5 year
Aberdeen Multi-Asset Fund 15.78 8.81 6.14
IMA Mixed Investment 40-85% Shares Sector 14.50 6.46 4.38
Outperformance 1.28 2.35 1.76
Quartile ranking 2 1 1
Performance graph

* Source: Lipper, Russell Mellon, Basis: Total Return, NAV to NAV, UK Net Income Reinvested, Share Class.

Past performance is not a guide to future performance.

Key facts

Fund Structure: OEIC
Inception: June 2002
Base Currency: GBP
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: 1.10% as at 30 April 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.

 
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Aberdeen Asset Managers Limited is authorised and regulated by the Financial Conduct Authority in the United Kingdom. Past performance is not a guide to the future. Market and exchange rate movements may cause the capital value of investments and the income from them to go down as well as up and the investor may not get back the amount originally invested. The information contained in this website does not constitute an offer of, or an invitation to apply for securities in any jurisdiction where such an offer or invitation is unlawful, or in which the person making such an offer is not qualified to do so. We accept no responsibility for the content of any external websites. This website is intended for professional investors only.