SLI MyFolio Market V Plat 1 Acc

Fund

Fund Info

  • Yield History1.82%
  • 3 Year sharpe1.10
  • 3 Year alpha-0.57
  • Distribution Typeaccumulation
  • BenchmarkNot Benchmarked
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.30%
  • SectorVolatility Managed
  • Manager GroupAberdeen Asset Management
  • DomicileUnited Kingdom
  • ISINGB00B3T5XZ20

Investment Strategy

The Fund aims to provide a total return from a combination of income and 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. Exposure to equities and fixed and variable rate interest bearing securities is achieved by investing mainly in passively managed collective investment schemes. Exposure to immoveable property is achieved by investing mainly in actively managed collective investment schemes. The Fund may also invest in transferable securities, money-market instruments, deposits, cash, and near cash. Typically, the Fund will have high exposure to assets providing potential for growth, such as equities.