abrdn MyFolio Managed I Fund Platform 1 Accumulation
Category GBP Allocation 0-20% Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
70.86p
0.10p (+0.14%)
Fund Code
SLMAM
B62FNJ4
GB00B62FNJ48
Prices updated as at 14 Oct 2024
Prices in GBX
Investment objective
To generate growth over the long term (5 years or more) while being managed to a defined level of risk. The fund is part of the abrdn MyFolio Managed range, which offers five funds with different expected combinations of investment risk and return. The fund is risk level I, which aims to be the lowest risk fund in this range. The fund will invest at least 60% in actively managed abrdn funds to obtain broad exposure to a range of diversified investments. It may invest up to 40% in passively managed funds (including those managed by abrdn). Typically, at least 50% of the assets will be those traditionally viewed as lower risk, such as cash, money market instruments, government bonds (loans to a government) and investment grade corporate bonds (loans to a company).
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
Growth of 1,000 as of 14 Oct 2024, 17:10
Trailing returns (%) as of 14 Oct 2024, 17:10
Annual performance (%)
Year | This fund | GBP Allocation 0-20% Equity |
---|---|---|
30 Sep 13 - 30 Sep 14 | 4.71 | 5.10 |
30 Sep 14 - 30 Sep 15 | 1.79 | 0.91 |
30 Sep 15 - 30 Sep 16 | 7.69 | 8.63 |
30 Sep 16 - 30 Sep 17 | 2.02 | 3.28 |
30 Sep 17 - 30 Sep 18 | 1.31 | 1.06 |
30 Sep 18 - 30 Sep 19 | 3.54 | 5.16 |
30 Sep 19 - 30 Sep 20 | 0.19 | 1.44 |
30 Sep 20 - 30 Sep 21 | 6.82 | 4.68 |
30 Sep 21 - 30 Sep 22 | -11.77 | -11.68 |
30 Sep 22 - 30 Sep 23 | 2.41 | 3.41 |
30 Sep 23 - 30 Sep 24 | 9.98 | 10.63 |
Trailing returns (%)
Year | This fund | GBP Allocation 0-20% Equity |
---|---|---|
1 Day | 0.04 | 0.02 |
1 Month | 0.17 | -0.29 |
3 Months | 1.59 | 1.67 |
6 Months | 3.47 | 3.52 |
1 Year | 9.52 | 9.69 |
3 Years annualised | -0.06 | 0.38 |
5 Years annualised | 1.29 | 1.42 |
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.