abrdn MyFolio Enhanced ESG V Fund Inst B Fixed Acc

Category GBP Allocation 80%+ Equity

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

Last buy/sell price

£0.6353

arrow-up£0.004 (+0.57%)

Fund Code

SIMBA

BN4R665

GB00BN4R6657

Prices updated as at 24 Dec 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 Sustainable range, which offers five funds with different expected combinations of investment risk and return that follow the abrdn MyFolio Sustainable Investment Approach. This fund is risk level V, which aims to be the highest risk fund in this range. The Funds primarily focus on investing in underlying funds with sustainability characteristics in accordance with each Fund’s asset allocation. The Funds seek to currently invest in underlying funds categorised as (i) “sustainable” - seeking improved environmental, social or governance (“ESG”) or sustainability related outcomes and/or (ii) “impact” - funds which aim to make a positive, measurable environmental and/or social impact alongside strong financial returns and (iii) “neutral” funds which do not have any specific ESG or sustainability criteria.

Important documents: Please ensure that you have read the Key Information Document/Technical Guide , SDR Consumer facing disclosure, 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.

Fund status	Open
Fund type	Open Ended Investment Company
Fund manager	Katie Trowsdale
	0.65
	0.56
Fund comparative index	Not Benchmarked
	Volatility Managed
	-
	0.60
	0.06
	0.00
	GBP Allocation 80%+ Equity
	No
Fund provider	abrdn Fund Managers Limited
Share class launch date	30 Nov 2020
	£72.80m
	-
	1.27
	-
	Annually

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.

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.

Any ESG-related information, methodologies, tools, ratings, data and opinions contained or reflected herein are not directed to or intended for use or distribution to India-based clients or users and their distribution to Indian resident individuals or entities is not permitted, and Morningstar accepts no responsibility or liability whatsoever for the actions of third parties in this respect.