abrdn MyFolio Market IV Fund Platform 1 Accumulation

Category GBP Allocation 60-80% Equity

This fund can be held in an Investment ISA, SIPP and Investment Account

Last buy/sell price

123.50p

arrow-up0.20p (+0.16%)

Fund Code

SLMDF

B77CW01

GB00B77CW014

Prices updated as at 03 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 Market range, which offers five funds with different expected combinations of investment risk and return. This fund is risk level IV, which aims to be the second highest risk fund in this range. The fund will invest at least 60% in passively managed funds, including those managed by abrdn, to obtain broad exposure to a range of diversified investments. It may invest up to 40% in actively managed funds (including those managed by abrdn). Typically, at least 60% of the fund will be invested in assets traditionally viewed as being higher risk such as such as equities (company shares), commercial property and emerging market bonds (loans to an emerging market government).

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.

Growth of 1,000 as of 04 Oct 2024, 02:10

10Y

Annual performance (%)

Year	This fund	GBP Allocation 60-80% Equity
30 Sep 13 - 30 Sep 14	7.32	6.31
30 Sep 14 - 30 Sep 15	-1.33	0.07
30 Sep 15 - 30 Sep 16	21.43	15.70
30 Sep 16 - 30 Sep 17	10.08	9.07
30 Sep 17 - 30 Sep 18	8.55	5.10
30 Sep 18 - 30 Sep 19	4.48	3.86
30 Sep 19 - 30 Sep 20	-4.23	-0.10
30 Sep 20 - 30 Sep 21	18.72	16.49
30 Sep 21 - 30 Sep 22	-7.51	-10.24
30 Sep 22 - 30 Sep 23	6.52	5.13
30 Sep 23 - 30 Sep 24	15.83	14.18

Trailing returns (%)

Year	This fund	GBP Allocation 60-80% Equity
1 Day	0.33	-0.06
1 Month	1.31	0.49
3 Months	3.01	2.11
6 Months	5.20	3.34
1 Year	15.67	13.87
3 Years annualised	4.77	2.93
5 Years annualised	5.45	4.84

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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