abrdn Global Balanced Growth Fund Retail CAT Standard Accumulation

Category GBP Allocation 60-80% Equity

Last buy/sell price

163.50p

arrow-down-0.10p (-0.06%)

Fund Code

0613527

GB0006135270

Prices updated as at 14 Mar 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.

Annual performance (%)

Year	This fund	GBP Allocation 60-80% Equity
31 Dec 14 - 31 Dec 15	3.30	2.31
31 Dec 15 - 31 Dec 16	14.22	13.23
31 Dec 16 - 31 Dec 17	12.19	10.00
31 Dec 17 - 31 Dec 18	-8.91	-6.37
31 Dec 18 - 31 Dec 19	16.65	15.67
31 Dec 19 - 31 Dec 20	8.59	5.25
31 Dec 20 - 31 Dec 21	7.59	11.14
31 Dec 21 - 31 Dec 22	-11.37	-10.08
31 Dec 22 - 31 Dec 23	6.24	8.37
31 Dec 23 - 31 Dec 24	8.52	9.00

Trailing returns (%)

Year	This fund	GBP Allocation 60-80% Equity
1 Day	-0.06	-0.15
1 Month	-5.71	-4.74
3 Months	-4.22	-2.89
6 Months	0.12	0.51
1 Year	2.38	4.59
3 Years annualised	2.98	4.35
5 Years annualised	6.00	7.44

Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.

Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

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