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Aberdeen Active Index Income

Ranked 25 out of 75 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 : 31/07/2017 - 31/07/2018
  • Rank 25/75 Total Return
  • Rank 54/75 Standard Deviation
  • Rank 45/75 Max Drawdown
Fund Name Currency Risk
54 Russell Investments Australian Bond A AUD

1.9

54 Aberdeen Active Index Income AUD

1.9

56 Advance Wholesale Aust Fixed Interest Multi-Blend

Currency exposure is hedged

Currency exposure is hedged

AUD

1.9

56 AMP Capital Wholesale Australian Bond AUD

1.9

56 CC JCB Active Bond AUD

1.9

56 Aberdeen Australian Fixed Income AUD

1.9

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 0.9% 0.8%
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 size68Mn
  • Base currencyAUD
  • ISIN AU60CSA01300

Purchase Info

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

Charges

  • Annual management0.20%
  • Initial investment0.00%

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