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Aberdeen Responsible UK Equity

Ranked 17 out of 255 in - UK (All Companies) over 12 months
All calculations are in GBP unless stated

Managed by

Ben Ritchie

Objective

The Fund seeks long term growth by investing in a diversified portfolio of UK companies. Equity selection will be undertaken on the basis of thorough fundamental company analysis but environment, social and governance criteria will also be taken into account. Where an invested company's practices are considered to be lacking or deficient with regard to these criteria, the manager will encourage the company to adopt more responsible practices.

Showing fund performance in United Kingdom View performance globally

Performance

UK (All Companies) over : 31/03/2018 - 31/03/2019
  • Rank 17/255 Total Return
  • Rank 155/255 Standard Deviation
  • Rank 58/255 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 9.7%
2018 -6.3% -5.1% 11.1% -0.3% -10.9%
2017 12.3% 3.1% 4.7% 0.4% 3.6%
2016 21.2% 2.1% 5.8% 8.9% 3.1%
2015 -3.2% 5.5% -1.0% -10.6% 3.6%
2014 -2.7% -1.0% 0.6% -2.0% -0.4%
2013 18.1% 11.9% -2.4% 4.3% 3.7%
2012 11.1% 5.3% -2.0% 6.3% 1.2%
2011 -3.5% 0.1% 1.6% -11.9% 7.7%
2010 18.8% 6.1% -9.7% 14.4% 8.5%
2009 30.9% -11.8% 13.3% 25.1% 4.7%
2008 -31.8% -11.0% -6.5% -8.7% -10.2%
2007 1.2% 3.2% 3.4% -3.6% -1.6%
2006 3.4% 8.0%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
Prudential PLC ORD 4.23%
Relx PLC ORD 4.20%
AVEVA Group PLC ORD 4.01%
Unilever PLC ORD 3.69%
Just Eat PLC ORD 3.34%
Croda International PLC ORD 3.11%
Aberdeen Std Liquidity (Lux) Sterling Z1 Inc 3.08%
Rentokil Initial PLC ORD 3.01%
London Stock Exchange Group PLC ORD 3.00%
Close Brothers Group PLC ORD 2.98%
28/02/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date09/05/2006
  • Share Class size19Mn
  • Base currencyGBP
  • ISIN GB00B131GB92

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment50

Charges

  • Annual management1.20%
  • 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).