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Aberdeen Multi Manager Ethical R Acc

Ranked 1563 out of 3325 in - Global over 12 months
All calculations are in USD 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 investing in companies in any geographic area or sector which have an ethical, socially responsible or environmental consideration in their stock selection process. The Portfolio may also invest in other collective investment schemes and directly in transferable securities, money market instruments, near cash, cash and deposits.

Performance

Global over : 31/08/2017 - 31/08/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -3.1% -0.7%
2017 22.3% 5.9% 5.0% 3.8% 6.0%
2016 3.5% -0.3% -3.1% 8.6% -1.4%
2015 -2.4% 2.5% 1.6% -11.5% 6.0%
2014 -0.5% 1.2% 3.7% -4.7% -0.6%
2013 22.9% 4.9% -1.9% 12.9% 5.9%
2012 16.5% 14.1% -9.8% 8.7% 4.2%
2011 -15.8% 2.2% -1.6% -16.9% 0.7%
2010 14.1% -0.8% -6.9% 12.2% 10.0%
2009 37.6% -7.6% 26.0% 14.4% 3.4%
2008 -46.1% -8.5% 0.1% -18.5% -27.8%
2007 6.3% 4.0% 5.3% -0.4% -2.5%
2006 31.4% 11.3% -1.1% 5.3% 13.4%
2005 4.2% -0.2% -3.2% 5.6% 2.1%
2004 20.1% 5.7% -0.2% -0.6% 14.4%
2003 31.0% -6.1% 17.0% 6.3% 12.2%
2002 -7.0% -14.0% 0.4%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/07/2018

Top 10 Holdings

Stock Size
Sparinvest-Ethical Global Value GBP R 16.15%
Allianz Global Sustainability - A - EUR 8.22%
Impax Environmental Markets GBP A 8.07%
Pictet - Global Environmental Opportunities-I EUR 8.05%
Stewart Investors Asia Pacific Sustnbl B GBP Acc 8.02%
Stewart Investors Wldwd Sustainability B Acc 7.97%
Jupiter Ecology 7.91%
FP WHEB Sustainability C Acc 7.90%
Kames Capital Ethical Equity B Acc 7.90%
RobecoSAM Smart Materials Fund C 6.09%
31/07/2018

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date12/02/2002
  • Share Class size16Mn
  • Base currencyGBX
  • ISIN GB00B0LNTT93

Purchase Info

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

Charges

  • Annual management1.50%
  • 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).