Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

Aberdeen Diversified Growth Z Acc

Ranked 36 out of 57 in - Absolute Return 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 with lower volatility than equities. The Portfolio will include investments in collective investment schemes, including schemes managed by the Investment Adviser and/or its associated group companies, investing directly or indirectly in a range of asset classes including equities, bonds, property, hedge funds, private equity, infrastructure, commodities and currency across global emerging markets and developed markets.

Showing fund performance in United Kingdom View performance globally

Performance

Absolute Return GBP over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 3.0%
2018 -3.0% -1.5% 1.0% 1.8% -4.2%
2017 8.6% 3.6% 2.7% 0.4% 1.6%
2016 7.9% 0.2% 0.9% 4.4% 2.3%
2015 3.6% 4.5% -0.8% -2.5% 2.6%
2014 8.7% 0.9% 2.8% 1.9% 2.9%
2013 2.1% 7.1% -3.8% -1.6% 0.7%
2012 6.9% 2.5% -0.6% 2.5% 2.3%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
GBP Forward Contract 45.28%
Aberdeen Std Liquidity (Lux) Sterling Z1 Inc 10.15%
Prytania Diversified Asset Backed Securities GBP 3.30%
MI TwentyFour Asset Backed Opptys I Gross Inc 3.12%
Alpha UCITS - Fair Oaks Dynamic Credit L2 GBP Dis 2.82%
HSBC Infrastructure Company Ltd 2.21%
International Public Partnerships Limited 2.13%
P2P Global Investments PLC ORD 2.11%
John Laing Group PLC ORD 1.94%
Neuberger Berman CLO Income GBP I2 Dis 1.93%
28/02/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date01/11/2011
  • Share Class size412Mn
  • Base currencyGBX
  • ISIN GB00B62J6F31

Purchase Info

  • Min. initial investment500Mn
  • Min. regular additional investment0

Charges

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

Related News

Scottish wealth firm unveils Standard Life Aberdeen and Tcam hires

Anderson Strathern Asset Management has hired a series of senior wealth managers.

Aberdeen: how we will revive BlackRock Income

Aberdeen fund managers Mike Brooks and Tony Foster discuss their plans to turn round BlackRock Income Strategies Trust (BIST).

Trust Insider: two trusts, two very different discount survival strategies

BH Macro has announced a particularly convoluted set of proposals designed to address its longstanding discount problem

Aberdeen hires Baillie Gifford's Brooks for multi-asset team

Brooks joins Aberdeen's Investment Solutions 60-strong team, which controls some £85 billion.

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