abrdn MyFolio Index IV

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There is only one type of share class for this fund.

abrdn MyFolio Index IV Fund Institutional S Fixed Accumulation

Category GBP Allocation 60-80% Equity
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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

£0.7186

arrow-down£-0.014 (-1.98%)

Fund Code

SLFSA

BHZCR08

GB00BHZCR081

Prices updated as at 03 Apr 2025
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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. This fund is risk level IV, which aims to be the second highest 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 (%)

YearThis fundGBP Allocation 60-80% Equity
31 Mar 14 - 31 Mar 15--
31 Mar 15 - 31 Mar 16--
31 Mar 16 - 31 Mar 17--
31 Mar 17 - 31 Mar 18--
31 Mar 18 - 31 Mar 19--
31 Mar 19 - 31 Mar 20-8.29-8.04
31 Mar 20 - 31 Mar 2126.6826.61
31 Mar 21 - 31 Mar 227.515.02
31 Mar 22 - 31 Mar 23-1.97-4.73
31 Mar 23 - 31 Mar 2412.6010.39
31 Mar 24 - 31 Mar 255.153.06

Trailing returns (%)

YearThis fundGBP Allocation 60-80% Equity
1 Day-1.98-1.16
1 Month-5.04-4.39
3 Months-2.51-2.69
6 Months-1.45-1.54
1 Year4.052.46
3 Years annualised4.782.66
5 Years annualised9.827.91
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.


Important Information

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