Register to get unlimited access to our investor forum and all editorial content, including our e-zine and weekly email. Registration is free and only takes a minute.

AS SICAV I - Diversified Growth I Acc EUR

Ranked 49 out of 58 in - Balanced EUR over 12 months
All calculations are in GBP unless stated

Managed by

Mike Brooks

Mike Brooks is head of multi asset growth strategies within investment solutions and is the co-lead manager of the Diversified Growth fund. Mike joined Aberdeen in 2015 from Baillie Gifford where he was an investment manager in the Diversified Growth team. He co-founded the Diversified Growth strategy at Baillie Gifford in 2008, playing a leading role in the development of the philosophy and process, in the ongoing management of the fund and in the successful expansion of the client base. Mike joined Baillie Gifford in 2000 as head of investment risk. Prior to this he was head of quantitative research at Aegon Asset Management and is a qualified actuary.

Objective

The Funds investment objective is to achieve capital growth combined with income by actively managing allocation in investments in worldwide transferable securities including: equity and equity-related securities, Investment Grade and Sub-Investment Grade Debt and Debt-Related Securities issued by governments, government-related bodies, corporations or multilateral development banks, cash, deposits and money market instruments directly or indirectly through the use of UCITS or other UCIs.

Showing fund performance in Investment Trust Insider View performance globally

Performance

Balanced EUR over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 -1.3%
2018 -3.9% -2.7% 1.1% 2.4% -4.6%
2017 13.5% 3.9% 5.2% 1.3% 2.5%
2016 8.5% -0.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Finland
  4. France
  5. Germany
  6. Ireland
  7. Italy
  8. Luxembourg
  9. Netherlands
  10. Spain
  11. Sweden
  12. Switzerland
  13. United Kingdom

Fund Info

  • Launch date13/06/2016
  • Share Class size196Mn
  • Base currencyUSD
  • ISIN LU1402171661

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0

Charges

  • Annual management0.60%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).