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Aberdeen Active Index Income

Ranked 31 out of 71 in - Australian Dollar over 12 months
All calculations are in AUD unless stated

Managed by

Nick Bishop

Objective

To provide exposure to Australian fixed income securities, with a focus on generating income, with some capital growth. The Fund aims to outperform the Bloomberg AusBond Composite Bond Index over the suggested investment time frame, in order to deliver an index-like return after fees. To add value via individual security selection, focusing on robust credit quality and valuations. The portfolio does not seek to take active macro risks versus the benchmark.

Performance

Australian Dollar over : 31/01/2017 - 31/01/2018

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 3.7% 1.2% 1.0% -0.1% 1.5%
2016 2.7% 2.0% 2.7% 1.0% -2.9%
2015 2.4% 2.6% -2.0% 2.1% -0.3%
2014 9.6% 1.3% 3.1% 0.9% 4.0%
2013 1.8% 0.1% 0.4% 1.0% 0.4%
2012 7.5% 0.8% 4.5% 2.0% 0.2%
2011 11.7% 2.1% 2.3% 4.7% 2.2%
2010 7.7% 2.1% 4.2% 1.4% -0.2%
2009 7.2% -0.2% 1.5% 3.8% 1.8%
2008 11.2% 0.4% 0.6% 4.1% 5.7%
2007 2.5% 1.5% 0.2% 1.3% -0.6%
2006 3.0% 0.9% -0.1% 1.9% 0.3%
2005 6.0% 0.0% 3.2% 0.8% 1.8%
2004 7.6% 2.3% 0.4% 2.8% 1.9%
2003 3.2% 0.9% 2.2% -0.1% 0.3%
2002 9.0% -0.1% 2.5% 3.9% 2.5%
2001 -1.3% 4.4% -0.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Australia

Fund Info

  • Launch date17/01/2001
  • Share Class size84Mn
  • Base currencyAUD
  • ISIN AU60CSA01300

Purchase Info

  • Min. initial investment20,000
  • Min. regular additional investment0

Charges

  • Annual management0.20%
  • Initial investment0.2

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).