abrdn American Equity Enhanced Index Fund N Acc header image

abrdn American Equity Enhanced Index Fund N Acc

Fund

ISIN GB00BDFZ7545 / Valor 47079336

NAV (2025-02-07)
GBP 2.33-0.23%

abrdn American Equity Enhanced Index Fund N Acc
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General Objective

The fund aims to generate growth over the long term by investing in North American equities, with a performance target of exceeding the return of the S&P 500 Index by 0.75% per annum over rolling three year periods.

Fund Exposure

The fund will invest at least 70% in US equities that make up the S&P 500 Index, with the possibility of also investing in other funds, cash, and assets that can be quickly turned into cash. The management team uses active management techniques to select investments that align with the fund's objective, seeking to improve returns while maintaining a risk profile similar to that of the index.

Risks

Investors should be aware that there is no certainty or promise that the fund will achieve its performance target. Additionally, the use of derivatives in the fund's management process may lead to significant fluctuations in performance over limited periods of time. It is recommended that investors with a short-term investment horizon of less than five years may not find this fund suitable for their needs.

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Source

https://www.abrdn.com/en-gb/intermediary/investment-solutions/quantitative-investments

Tags:
us equities s&p 500 north american equities

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OTHER SHARE CLASSES OF THIS FUND

abrdn American Equity Enhanced Index Fund A Acc
abrdn American Equity Enhanced Index Fund A Acc abrdn American Equity Enhanced Index Fund A Acc Valor: 43955737
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Annual Return

-50%0%+50%

Risk level

110
-0.23%GBP 2.44
abrdn American Equity Enhanced Index Fund B Acc
abrdn American Equity Enhanced Index Fund B Acc abrdn American Equity Enhanced Index Fund B Acc Valor: 27504197
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Annual Return

-50%0%+50%

Risk level

110
-0.23%GBP 3.81
abrdn American Equity Enhanced Index Fund X Acc
abrdn American Equity Enhanced Index Fund X Acc abrdn American Equity Enhanced Index Fund X Acc Valor: 31181605
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Annual Return

-50%0%+50%

Risk level

110
-0.23%GBP 4.11