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Aberdeen Multi-Asset Fund

 

We aim to find the right variety to help you achieve healthy growth.

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Risk Warning

The value of investments and the income from them may go down as well as up and investors may get back less than the amount invested. Please refer to the Risk factors in the Simplified Prospectus for general and specific investment risks attaching to the individual funds.

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For more information on the Aberdeen Multi-Asset Fund.

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In today’s fast-moving and volatile environment, investors have developed an appetite for well-balanced investments that provide a healthy spread across a wide variety of asset classes and global markets.

Why invest in Aberdeen's Multi-Asset Fund?

  • Robust performance – the fund has achieved first quartile performance over the last 1, 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 – the team consists of 5 fund managers, 4 analysts 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 31 March 2012*

  6 mths 1 year 3 years 5 years
Aberdeen Multi-Asset Fund 10.4 3.5 18.0 3.0
IMA Mixed Investment 40-85% Shares Sector 10.2 0.0 13.0 1.5
Outperformance +0.2 +3.5 +5.0 +1.5
Quartile ranking 3 1 1 1

Discrete annual returns (%) - year to 31/12

  2011 2010 2009 2008 2007
Fund -0.42 14.59 24.17 -23.75 5.21

* Source: Lipper, Russell Mellon, as at 31 March 2012, Basis: Total Return, NAV, UK Income Reinvested. Share Class A Acc, IMA Mixed Investment 40-85% shares (Previously IMA Balanced Managed). Past performance is not a guide to future performance.

Learn more about the fund

Aberdeen Multi-Asset Fund
Benchmark: 40% FTSE ALL SHARE, 25% MSCI
World ex UK, 15% FTSE A Brit All
Stocks, 5% HFRI Offshore
Conservative, 5% FTSE Small
Sector: IMA Mixed Investment 40-85% Shares previously IMA Balanced Managed
Inception: June 2002
Fund Structure: OEIC
Fund Domicile: UK
Factsheet: pdf
 
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