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Aberdeen Multi Manager Equity Managed R Acc

Ranked 60 out of 141 in - Flexible 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 capital growth. Investment will be primarily in shares or units of collective investment schemes which invest mainly in equities or which pursue a strategy mainly linked to equity investment. The fund may also invest directly in transferable securities, money market instruments, near cash, cash and deposits.

Performance

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

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 4.7% 2.2% -0.2%
2016 14.4% -1.1% 1.4% 10.1% 3.7%
2015 2.8% 5.8% -2.6% -8.2% 8.7%
2014 4.8% -0.3% 1.0% 1.1% 2.9%
2013 17.1% 10.5% -2.3% 4.6% 3.8%
2012 12.5% 9.2% -6.3% 5.4% 4.4%
2011 -12.1% -0.9% -1.5% -13.5% 4.1%
2010 15.2% 6.9% -8.6% 7.2% 10.1%
2009 26.2% -2.2% 8.0% 16.2% 2.8%
2008 -25.0% -9.1% 0.3% -11.1% -7.5%
2007 4.8% 2.9% 4.3% -1.7% -0.7%
2006 10.4% 8.5% -7.9% 3.4% 6.7%
2005 27.6% 3.6% 4.3% 10.0% 7.4%
2004 12.1% 3.9% -0.6% 0.3% 8.2%
2003 27.5% -3.3% 13.8% 9.4% 6.0%
2002 -20.9% 3.1% -9.5% -14.1% -1.4%
2001 13.3%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/07/2017

Top 10 Holdings

Stock Size
Artemis US Extended Alpha I GBP 8.02
Findlay Park American USD 7.96
BGF Asian Growth Leaders A2RF USD 7.34
GBP Cash 5.53
BlackRock European Dynamic FA Acc 5.30
Majedie UK Equity X Acc 5.13
JOHCM UK Dynamic Y Inc 5.10
Man GLG Japan CoreAlpha Professional Acc C GBP 5.09
Henderson European Focus I Acc 5.05
CF Lindsell Train UK Equity Inc 5.02
31/07/2017

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date10/08/2001
  • Share Class size29Mn
  • Base currencyGBP
  • ISIN GB0030670912

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).