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Aberdeen Diversified-Core Conservative R Acc

Ranked 96 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 will take a conservative approach in seeking long term total return. The Portfolio will primarily be exposed to cash and bonds, with some exposure to equities and property. It 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. The Fund may also invest in transferable securities, money market instruments, cash equivalents and deposits. It 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 1.5%
2018 -0.8% -0.6% 0.8% -0.1% -1.0%
2017 1.1% 0.8% -0.1% -0.2% 0.6%
2016 2.1% 0.1% 0.7% 1.3% -0.1%
2015 -0.5% 0.3%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
Aberdeen Std Liq (Lux) ShrtDur Sterlg Z2 Acc 31.19%
Aberdeen Sterling Money Market Z Acc Gross 17.80%
Aberdeen Target Return Bond Z Acc 13.27%
Aberdeen Sterling Short Term Government Bond Fund Z Acc 12.05%
Aberdeen Sterling Opportunistic Crp Bd Z Acc 10.06%
Aberdeen Sterling Government Bond Z Ac 8.05%
Aberdeen UK All Share Tracker X Net Acc 6.70%
Aberdeen UK Property Z Net Acc 0.95%
GBP Cash -0.06%
28/02/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date01/04/2015
  • Share Class size01Mn
  • Base currencyGBP
  • ISIN GB00BVTW2T69

Purchase Info

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

Charges

  • Annual management0.40%
  • 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).