abrdn MyFolio Index V Fund PlatForm P Fixed Accumulation

Category GBP Allocation 80%+ Equity

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

Last buy/sell price

£0.7732

arrow-up£0.002 (+0.26%)

Fund Code

SLIVA

BHZCR31

GB00BHZCR313

Prices updated as at 17 Sep 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. This fund is risk level V, which aims to be the 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). Typically, at least 80% of the fund will be invested in assets traditionally viewed as being higher risk such as such as equities (company shares), 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 18 Sep 2024, 01:09

10Y

Annual performance (%)

Year	This fund	GBP Allocation 80%+ Equity
30 Jun 13 - 30 Jun 14	-	-
30 Jun 14 - 30 Jun 15	-	-
30 Jun 15 - 30 Jun 16	-	-
30 Jun 16 - 30 Jun 17	-	-
30 Jun 17 - 30 Jun 18	-	-
30 Jun 18 - 30 Jun 19	-	-
30 Jun 19 - 30 Jun 20	-1.39	-0.47
30 Jun 20 - 30 Jun 21	20.77	21.81
30 Jun 21 - 30 Jun 22	-3.20	-7.51
30 Jun 22 - 30 Jun 23	8.09	5.51
30 Jun 23 - 30 Jun 24	16.85	13.64

Trailing returns (%)

Year	This fund	GBP Allocation 80%+ Equity
1 Day	-	0.17
1 Month	-0.71	0.05
3 Months	0.65	1.06
6 Months	5.31	3.79
1 Year	12.47	11.51
3 Years annualised	6.02	2.63
5 Years annualised	7.20	5.57

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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