abrdn MyFolio Enhanced ESG V Fund Inst B Fixed Inc

Category GBP Allocation 80%+ Equity

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

Last buy/sell price

£3.11

arrow-up£0.011 (+0.35%)

Fund Code

SIMBI

BPBR9L8

GB00BPBR9L86

Prices updated as at 13 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.

Please note that past performance is not a reliable indicator of future returns. The Growth of 1,000 chart shows growth of the asset based on an initial investment of 1,000 over a set period, using the actual daily returns for the asset over that period. It is plotted in the base currency of the fund (for example GBP, Euros or Dollars) which is the same as the price currency at top of this page. If the price currency is anything other than pound sterling the performance return may increase/decrease because of currency fluctuations.

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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