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Aberdeen Multi-Manager Diversity A Acc

Ranked 355 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

The Fund aims to achieve long-term capital growth in excess of inflation through investment in a portfolio which gives exposure to a wide range of asset classes and geographic regions.The Fund will predominantly invest in collective investment schemes, but where appropriate it may also invest directly or indirectly in transferable securities (including closed end funds), depositary receipts, money market instruments, cash, near cash, deposits, derivatives and other regulated vehicles.

Performance

Balanced GBP over : 31/10/2016 - 31/10/2017
  • Rank 355/399 Total Return
  • Rank 144/399 Standard Deviation
  • Rank 171/399 Max Drawdown

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 2.1% 0.5% -0.8%
2016 7.0% -0.1% 1.4% 4.1% 1.5%
2015 1.4% 3.0% -1.5% -2.7% 2.7%
2014 3.0% 0.1% 1.0% -0.1% 2.0%
2013 9.3% 5.9% -0.7% 1.6% 2.4%
2012 4.7% 3.0% -2.6% 3.5% 0.9%
2011 -5.5% 0.5% -0.6% -7.1% 1.8%
2010 9.2% 2.7% -3.4% 5.1% 4.6%
2009 17.2% 0.6% 5.6% 8.4% 1.8%
2008 -13.1% -3.0% 2.3% -5.2% -7.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date20/12/2007
  • Share Class size28Mn
  • Base currencyGBP
  • ISIN GB00B2941F80

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment1,000

Charges

  • Annual management1.25%
  • Initial investment5

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