ASI Diversified Core Adventurous I Acc


Fund Info

  • Yield History2.10%
  • 3 Year sharpe1.04
  • 3 Year alpha0.65
  • Distribution Typeaccumulation
  • BenchmarkGBP LIBOR 1M + 5.5%
  • Legal StructureUnit Trust
  • Fund Size (month end)Unit Trust
  • OCF0.45%
  • SectorUnclassified Sector
  • Manager GroupAberdeen Asset Management
  • DomicileUnited Kingdom

Investment Strategy

To achieve a long term combination of capital growth and income, targeting a return of cash (1 month LIBOR) + 5.5% per annum (before fees) over a rolling five year period. There is no guarantee that the Portfolio will achieve a positive return over any time period and any capital invested is at risk.   The majority of the Portfolio will be exposed to global equities. The remainder of the Portfolio may be exposed to global bonds, property, commodities, infrastructure, cash and cash equivalents. The Portfolio’s holdings may include exposure to emerging markets and non-investment grade securities. The Portfolio may not include exposure to all the stated asset classes at any point in time.   The Portfolio may also use derivatives for efficient portfolio management (including hedging) and for investment purposes

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