abrdn MyFolio Core III Fund Institutional Income
Category GBP Allocation 40-60% Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
£0.4936
£0.003 (+0.59%)
Fund Code
SLDII
BHZCRH5
GB00BHZCRH51
Prices updated as at 14 Apr 2025
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 core 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 its assets in actively and passively managed funds, including those managed by abrdn, to obtain broad exposure to a range of diversified investments. Typically, at least 25% of the assets will be those traditionally viewed as lower risk, such as cash, money market instruments, government bonds and investment grade corporate bonds.
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
Fund status | Open |
Fund type | Open Ended Investment Company |
Fund manager | Katie Trowsdale, Rob Bowie |
0.54 | |
0.48 | |
Fund comparative index | Morningstar Alloc 40-60% equ cat TR GBP |
Volatility Managed | |
- | |
0.76 | |
0.19 | |
0.00 | |
GBP Allocation 40-60% Equity | |
No | |
Fund provider | abrdn Fund Managers Limited |
Share class launch date | 16 Apr 2019 |
£2.46b | |
- | |
2.60 | |
- | |
Quarterly |
Please note that some funds may have small additional incidental charges that are not shown here. Where these charges do exist they are included within the variable ongoing costs in the Pre-sale Illustration.