abrdn MyFolio Index III Fund Institutional S Fixed Accumulation

Category GBP Allocation 40-60% Equity

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

Last buy/sell price

£0.68/£0.68

arrow-up£0.002 (+0.34%)

Fund Code

SLHSA

BHZCQW3

GB00BHZCQW38

Prices updated as at 14 Nov 2024

Prices in GBP

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 Index range, which offers five funds with different expected combinations of investment risk and return. The fund is risk level III, which aims to be the middle risk fund in this range. The fund will invest at least 80% in passively managed funds, including those managed by abrdn, to obtain broad exposure to a range of diversified investments. It may invest up to 20% in actively managed funds (including those managed by abrdn).

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 40-60% Equity
30 Sep 13 - 30 Sep 14	-	-
30 Sep 14 - 30 Sep 15	-	-
30 Sep 15 - 30 Sep 16	-	-
30 Sep 16 - 30 Sep 17	-	-
30 Sep 17 - 30 Sep 18	-	-
30 Sep 18 - 30 Sep 19	-	-
30 Sep 19 - 30 Sep 20	-1.94	-0.82
30 Sep 20 - 30 Sep 21	14.80	12.48
30 Sep 21 - 30 Sep 22	-9.22	-11.22
30 Sep 22 - 30 Sep 23	7.97	4.58
30 Sep 23 - 30 Sep 24	14.02	12.91

Trailing returns (%)

Year	This fund	GBP Allocation 40-60% Equity
1 Day	-0.21	-0.26
1 Month	-0.06	0.05
3 Months	2.85	2.20
6 Months	2.88	2.76
1 Year	14.08	12.49
3 Years annualised	2.92	0.75
5 Years annualised	4.88	3.19

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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