abrdn Global Balanced Growth Fund Retail Accumulation
Category GBP Allocation 60-80% Equity
Last buy/sell price
218.20p
-0.10p (-0.05%)
Fund Code
0433026
GB0004330261
Prices updated as at 27 May 2025
Prices in GBX
Investment objective
To generate growth over the long term (5 years or more) by investing in a diversified portfolio of assets. The fund will invest at least 70% in global equities, corporate investment grade bonds and government bonds issued anywhere in the world either directly or indirectly.
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Annual performance (%)
| Year | This fund | GBP Allocation 60-80% Equity |
|---|---|---|
| 31 Mar 14 - 31 Mar 15 | 10.73 | 10.85 |
| 31 Mar 15 - 31 Mar 16 | -4.63 | -2.93 |
| 31 Mar 16 - 31 Mar 17 | 20.32 | 17.37 |
| 31 Mar 17 - 31 Mar 18 | 2.08 | 1.40 |
| 31 Mar 18 - 31 Mar 19 | 2.76 | 3.97 |
| 31 Mar 19 - 31 Mar 20 | -6.53 | -8.04 |
| 31 Mar 20 - 31 Mar 21 | 26.90 | 26.61 |
| 31 Mar 21 - 31 Mar 22 | 2.41 | 5.02 |
| 31 Mar 22 - 31 Mar 23 | -6.20 | -4.73 |
| 31 Mar 23 - 31 Mar 24 | 10.29 | 10.39 |
| 31 Mar 24 - 31 Mar 25 | -0.09 | 3.05 |
Trailing returns (%)
| Year | This fund | GBP Allocation 60-80% Equity |
|---|---|---|
| 1 Day | -0.05 | 0.03 |
| 1 Month | 3.02 | 3.48 |
| 3 Months | -3.02 | -2.16 |
| 6 Months | -2.11 | -0.92 |
| 1 Year | 1.30 | 3.73 |
| 3 Years annualised | 3.00 | 4.92 |
| 5 Years annualised | 4.17 | 6.10 |
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.
