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Aberdeen Multi Manager Balanced Managed R Acc

Ranked 184 out of 254 in - Aggressive GBP over 12 months
All calculations are in GBP unless stated

Managed by

Simon Wood

Simon Wood was born in 1963 in London, and studied maths, business studies and history at Langley Park Grammar School. He has more than seventeen years of experience as a fund manager. He began his career in 1986 at Standard Chartered Bank working as a fund manager and went on to join Axa Investment Management UK in 1995. Simon joined Cazenove in 2001, and then moved to Aberdeen along with Mark Harries, where they both now manage the Multi-Manager Diversity and Select Boutiques funds. He is a holder of the Investment Management Certificate. Simon enjoys tennis, soccer, music and golf when he is not working.

Objective

To achieve a balance between capital growth and reasonable income. Investment will be primarily in shares or units of collective investment schemes. Up to 85% of the fund will be invested in collective investment schemes which invest mainly in equities or which pursue a strategy mainly linked to equity investment. The fund may also invest in other collective investment schemes including those which invest in fixed income holdings. The fund may also invest directly in transferable securities, money market instruments, near cash, cash and deposits.

Performance

Aggressive GBP over : 31/10/2016 - 31/10/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 3.5% 1.9% -0.3%
2016 11.4% -0.7% 0.8% 7.7% 3.3%
2015 3.3% 6.0% -2.4% -6.1% 6.3%
2014 2.7% -0.2% 0.3% 0.3% 2.4%
2013 15.5% 8.1% -1.0% 4.1% 3.7%
2012 11.3% 7.8% -4.5% 4.3% 3.7%
2011 -9.1% -0.4% -1.4% -10.9% 3.8%
2010 13.1% 5.8% -7.1% 6.7% 7.8%
2009 23.0% -2.7% 8.5% 13.5% 2.6%
2008 -19.5% -7.5% 0.6% -9.4% -4.5%
2007 3.3% 2.5% 3.3% -1.5% -1.0%
2006 9.2% 6.5% -6.2% 3.5% 5.7%
2005 23.4% 3.4% 3.7% 8.6% 5.9%
2004 9.0% 3.0% -1.8% 0.2% 7.6%
2003 22.7% -1.9% 10.8% 6.2% 6.3%
2002 -7.9% -11.1% -1.4%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/07/2017

Top 10 Holdings

Stock Size
Findlay Park American USD 7.40
GBP Cash 6.34
Majedie UK Equity X Acc 6.16
JOHCM UK Dynamic Y Inc 6.13
Threadneedle UK Extended Alpha INA GBX 5.84
BGF Asian Growth Leaders A2RF USD 5.61
Rathbone Income Inst Inc 5.49
M&G Global Macro Bond Sterling I Income 5.30
Royal London Sterling Credit Z 5.09
Jupiter Strategic Bond I Inc GBP 4.93
31/07/2017

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date12/02/2002
  • Share Class size05Mn
  • Base currencyGBP
  • ISIN GB00B0LNTV16

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment10,000

Charges

  • Annual management1.50%
  • Initial investment0

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