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Aberdeen Multi Manager Multi-Asset Distr

Ranked 262 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 investment objective of the Fund is to generate income payable quarterly and long term capital growth. Investments will be mainly in shares or units of collective investment schemes investing (directly or indirectly) in equities or fixed interest securities or pursuing an absolute return objective in any geographical area or sector. The Fund may include an indirect exposure to property with any geographical or sector focus. The Fund may also invest in other collective investment schemes (including unregulated schemes) and directly in transferable securities, money market instruments, near cash, cash and deposits. The Fund may also invest in derivatives for the purpose of delivering its investment objective.

Performance

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

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 3.0% 0.9% -0.4%
2016 10.7% 0.6% 1.0% 6.4% 2.4%
2015 2.6% 5.0% -2.3% -4.0% 4.1%
2014 4.2% 1.0% 1.4% 0.1% 1.7%
2013 10.5% 6.1% -1.2% 3.0% 2.4%
2012 13.2% 6.0% -1.0% 4.6% 3.0%
2011 -3.9% 0.9% 0.3% -7.9% 3.1%
2010 12.7% 6.9% -4.6% 7.0% 3.3%
2009 22.5% -2.9% 9.5% 12.5% 2.5%
2008 -30.2% -8.1% -2.5% -7.6% -15.7%
2007 0.0% 0.9% 0.2% -0.1% -1.0%
2006 0.3% 0.1% -2.3% 1.9% 0.7%
2005 3.9% 0.0% 3.0% 1.2% -0.3%
2004 5.6% 0.7% -0.7% 2.8% 2.7%
2003 8.5% 1.6% 4.5% 0.5% 1.7%
2002 1.2% 1.0% 1.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date12/02/2002
  • Share Class size09Mn
  • Base currencyGBP
  • ISIN GB00B0LNRJ55

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).