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Aberdeen Multi Manager Cautious Managed

Ranked 242 out of 399 in - Balanced 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 income and capital growth by the adoption of a cautious investment approach. Investment will be primarily in shares or units of collective investment schemes. Up to 60% 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

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

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 2.7% 1.4% -0.6%
2016 10.7% -0.1% 1.4% 6.4% 2.8%
2015 1.6% 4.8% -2.6% -4.1% 3.9%
2014 1.8% 0.1% 0.5% 0.0% 1.3%
2013 12.5% 5.7% -0.5% 4.0% 2.8%
2012 11.2% 6.1% -2.5% 4.0% 3.3%
2011 -5.1% 0.6% -0.2% -7.2% 1.9%
2010 11.3% 4.9% -4.0% 6.1% 4.2%
2009 20.4% -1.0% 7.6% 10.4% 2.4%
2008 -18.0% -6.5% 0.8% -7.0% -6.5%
2007 1.3% 1.6% 1.5% -1.2% -0.6%
2006 8.5% 4.8% -4.0% 3.6% 4.1%
2005 16.5% 1.7% 3.7% 5.8% 4.4%
2004 11.8% 2.6% 0.8% 1.9% 6.0%
2003 18.1% -1.2% 10.2% 4.3% 4.0%
2002 -8.5% 2.5% -3.8% -6.7% -0.5%
2001 7.6%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/07/2017

Top 10 Holdings

Stock Size
M&G Global Macro Bond Sterling I Income 9.90
Jupiter Strategic Bond I Inc GBP 9.58
Findlay Park American USD 8.94
Royal London Sterling Credit Z 7.53
Henderson European Focus I Acc 7.41
GBP Cash 6.04
JOHCM Continental European B GBP 5.49
New Capital Wealthy Nations Bond USD S Inc 5.43
Majedie UK Equity X Acc 4.75
JOHCM UK Dynamic Y Inc 4.73
31/07/2017

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date10/08/2001
  • Share Class size42Mn
  • Base currencyGBP
  • ISIN GB0030672512

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).