ASI MyFolio Mlt Mgr IncIV Plfm 1 Acc£UnH

Fund

Fund Info

  • Yield History2.66%
  • 3 Year sharpe0.82
  • 3 Year alpha-1.49
  • Distribution Typeaccumulation
  • BenchmarkNot Benchmarked
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF1.44%
  • SectorVolatility Managed
  • Manager GroupAberdeen Asset Management
  • DomicileUnited Kingdom
  • ISINGB00B4X43N09

Investment Strategy

The fund aims to provide an income-focused return with some capital appreciation over the longer term. The current policy of the fund is to invest mainly in a range of collective investment schemes to achieve a broad exposure to diversified investments, including equities, fixed and variable rate interest bearing securities and immoveable property. The fund may also invest in transferable securities, money-market instruments, deposits, cash, and near cash. Typically, the fund will have a preference to those assets providing potential for growth, such as equities.