abrdn funds and investment trusts
Need some investment ideas?
Take a look at the abrdn funds and investment trusts available on the ii platform.
Important information: As investment values can go down as well as up, you may not get back all of the money you invest. If you're unsure about investing, please speak to an authorised financial adviser.
Popular abrdn funds on ii
Here are the most popular abrdn funds being held by ii customers in an ISA, SIPP or Trading Account.
This list is based on the top 10 abrdn funds by total GBP value invested on the ii platform during the previous quarter (01/10/2024 to 31/12/2024).
Source: interactive investor. Data taken 1 January 2025.
Popular abrdn investment trusts on ii
Here are the most popular abrdn investment trusts being held by ii customers in an ISA, SIPP or Trading Account.
This list is based on the top 10 abrdn investment trusts by total GBP value invested on the ii platform during the previous quarter (01/10/2024 to 31/12/2024).
Source: interactive investor. Data taken 1 January 2025.
Important information: These figures should not be taken as personal recommendations to buy or sell a particular investment, and are not intended as advice. Past performance is not a reliable indicator of future results.
Promoted funds & trusts
Interactive Investor is part of Abrdn PLC. Abrdn PLC will financially benefit from any investments you purchase in any Abrdn related products which are held within your Interactive Investor account. Fund charges may also apply - please review the funds relevant regulatory documents for further details.
abrdn Asian Income Fund Ord (LSE:AAIF)
Objective:
To provide investors with a total return primarily through investing in Asia Pacific securities, including those with an above average yield. The Company aims to grow its dividends over time.
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Asset group: Equities |
Fund manager: Yoojeong Oh, Eric Chan |
Risk category: 4 | |
Why consider this fund:
The Trust aims to provide steady income and capital growth by investing in Asian, dividend-paying companies, which are increasingly returning capital to shareholders. The Trust itself has a strong dividend cover, making it attractive for income-focused investors.
Managed by experienced teams based in Asia with deep local relationships, the Trust focuses on quality companies with strong balance sheets, attractive valuations and growing dividends.
The Trust offers diversification across various sectors and countries within the Asia-Pacific region, helping investors diversify their income-seeking portfolio away from more traditional income-paying regions. | |||
abrdn European Smaller Companies I Acc (B0XWN58)
Objective:
To generate growth over the longer term (5 years or more) by investing in European smaller capitalisation equities (company shares).
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Asset group: Equities |
Fund manager: Andrew Paisley |
Risk category: 6 | |
Why consider this fund:
Historically, European smaller companies have outperformed their larger peers by an average of 397% per annum since 2000. Small caps are sometime seen as risky, but the higher-risk accounts for the long-term return premium you might achieve.
In Europe, smaller companies make up just under 68% of all listed companies. Yet they're under-researched by analysts. This leads to market mis-pricing - and opportunities for active investors.
Small caps have the potential to grow faster than larger peers and they're often sheltered from macro uncertainty due to local market exposure. These factors can provide diversification benefits if you add small caps to your large cap equity portfolio. | |||
abrdn World Equity Enhanced Index N Acc (BNTBT96)
Objective:
To generate growth over the long term (5 years or more) by investing in global equities.
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Asset group: Equities |
Fund manager: abrdn Quantitative Investment Solutions Team |
Risk category: 5 | |
Why consider this fund:
Our disciplined, data-driven process removes emotional bias, ensuring consistent, cost-efficient active management with the potential to deliver strong value for investors.
The portfolio actively invests in stocks using proprietary measures of return premiums grounded in the solid investment rationale of Quality, Momentum and Valuation. The investment process combines these premia and applies them across all companies in the investment universe to take advantage of the breadth that brings.
By analysing all companies, every day, across regions, sectors, and industries, our World Equity Enhanced Index strategy delivers a globally diversified portfolio that aims to mitigates risk and capture diverse sources of return. | |||
Important information: As investment values can go down as well as up, you may not get back all of the money you invest. If you're unsure about investing, please speak to an authorised financial adviser.
abrdn MyFolio
abrdn MyFolio
The MyFolio Index Funds are designed to make investing quick and easy. You simply decide how much risk you are comfortable taking to select the appropriate fund. abrdn will then do the rest to manage it in line with your chosen level of risk.
The trust invests your chosen fund in a range of abrdn tracker funds which generally aim to replicate the performance of an index, such as the FTSE All Share or the S&P 500. When investing in these underlying funds, they combine defensive and growth asset classes. Defensive assets are usually seen as less risky, including funds that typically hold investments such as cash and bonds.
Meanwhile, growth assets are usually seen as more risky, including funds that typically hold investments such as company shares and property. By combining different types of investment, the trust believes it can achieve the best possible return for each risk level. As you move up the risk levels, you would typically expect to see a higher proportion invested in growth assets and less in defensive assets.
There are some additional costs associated with investing in funds, but you can feel reassured by the fact an expert is taking care of your money.
Annual Management Charge - 0.20%
What's available?
abrdn MyFolio Index I Inst B Fixed Acc (BHZCQK1)
Designed for investors with a conservative approach to investing and who prefer to take a small amount of risk with the aim of achieving modest or relatively stable returns. They accept some short-term periods of fluctuation in value.
abrdn MyFolio Index II Inst B Fixed Acc (BHZCQP6)
Designed for relatively cautious investors who want to achieve a reasonable return and are prepared to accept risk in doing so. Typically, these portfolios will exhibit relatively modest yet frequent fluctuations in value.
abrdn MyFolio Index III Inst B Fixed Acc (BHZCQT0)
Designed for investors with a balanced attitude to risk – those who do not seek risky investments but do not avoid them either. These types of investors are prepared to accept fluctuations in the value of their investments.
abrdn MyFolio Index IV Inst B Fixed Acc (BHZCQY5)
Designed for investors who are very comfortable with investment risk, aim for high long-term investment returns and do not overly worry about periods of poorer performance in the short-to-medium term.
abrdn MyFolio Index V Inst B Fixed Acc (BHZCR20)
Designed for investors who are very comfortable with investment risk, aim for high long-term investment returns and do not overly worry about periods of poorer performance in the short-to-medium term. Ordinarily, these portfolios can be subject to the full extent and frequency of stock market fluctuations.
How to buy abrdn investments with ii
You can trade a number of abrdn funds and investment trusts in your ii Trading Account, ISA or Self-Invested Personal Pension (SIPP). Trading online or with our app is quick and easy, it's like trading any other investment. For any that aren't available online, you can deal over the phone by calling us on 0345 607 6001.
Want to learn more and get started?
We have a number of available accounts for you to choose from if you’re looking to invest. With our plans starting from just £4.99 a month, access to one of the widest choices of investments in the market, and trading fees from just £3.99, your favourite funds are just a few clicks away.
Funds
Passive, active, income and accumulation - the full spectrum of fund types are here for your choosing. Explore the range, see our expert picks and learn more about this type of investment.
Investment trusts
Our selection of investment trusts includes many of the most popular and top-traded choices by investors. Get insights from our experts to help you choose the right trusts for your portfolio.
