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Aberdeen Diversified-Core Cautious R Acc

Ranked 127 out of 129 in - Conservative GBP 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

To achieve long term total return. The Fund aims to achieve long term total return through a portfolio typically consisting of a higher exposure to lower risk assets, such as fixed interest securities. The majority of the Fund will be exposed to bonds, with the remainder exposed to equities, property and cash. The Fund will be exposed to these asset classes indirectly through investment in collective investment schemes, including but not limited to collective investment schemes managed by the Investment Manager and/or its associated group companies, and investment in ETFs, and directly through investment in the asset classes themselves. It may also invest in transferable securities, money market instruments, cash equivalents and deposits. The Fund may also invest in derivatives for efficient portfolio management, including hedging.

Showing fund performance in United Kingdom View performance globally

Performance

Conservative GBP over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 2.1%
2018 -4.8% -0.3% -2.6% -0.9% -1.2%
2017 5.2% 2.3% 1.2% 0.5% 1.1%
2016 10.9% 1.7% 3.3% 6.3% -0.6%
2015 -1.5% 2.5%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
GBP Forward Contract 26.04%
Aberdeen Target Return Bond Z Acc 25.12%
AS SICAV I - EM LC Bond Z Acc USD 24.66%
Aberdeen World Opportunistic Bond Z Acc GBP Gross 19.92%
Aberdeen Sterling Money Market Z Acc Gross 16.86%
Aberdeen World Equity Enhanced Index B Acc 5.08%
Aberdeen Alternative Risk Premia Enhanced M GBP H 4.97%
GBP Cash 2.04%
USD Cash 0.23%
JPY Forward Contract -0.47%
28/02/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date01/04/2015
  • Share Class size01Mn
  • Base currencyGBP
  • ISIN GB00BVTW3044

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment100

Charges

  • Annual management0.80%
  • Initial investment0.00%

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