abrdn Global Balanced Growth Fund Institutional Accumulation header image

abrdn Global Balanced Growth Fund Institutional Accumulation

Fund

ISIN GB0004331673 / Valor 821249

NAV (2026-07-21)
GBP 3.01+0.13%

abrdn Global Balanced Growth Fund Institutional Accumulation
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The abrdn Global Balanced Growth Fund aims to achieve long-term growth by investing a diversified portfolio composed of 70% global equities, 25% global bonds, and 5% money market instruments. Within the equities portion, the fund spreads its investments across major markets, including 20% in the FTSE All-Share Index, 26% in the S&P 500, 9% in MSCI Europe ex UK, 8% in MSCI Japan, 4% in MSCI AC Asia Pacific Ex Japan, and 3% in MSCI Global Emerging Markets. For the bond segment, investments are allocated to various global fixed-income indices such as the JP Morgan GBI Global Index and the Bloomberg Global High Yield Corporate Index. This balanced approach ensures exposure to both growth-oriented stocks and stable income-generating bonds from around the world.

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Tags:
global equities s&p 500 msci japan msci ac asia pacific ex japan jp morgan embi global diversified index global bonds ftse all-share index msci europe ex uk sonia bloomberg global high yield corporate index ftse actuaries uk conventional gilts all stocks msci global emerging markets jp morgan gbi global index markit iboxx sterling collateralized & corporates index

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OTHER SHARE CLASSES OF THIS FUND

abrdn Global Balanced Growth Fund Standard Life Accumulation
abrdn Global Balanced Growth Fund Standard Life Accumulation abrdn Global Balanced Growth Fund Standard Life Accumulation
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Annual Return

-50%0%+50%

Risk level

110
0.15%GBP 1.29
abrdn Global Balanced Growth Fund Retail Accumulation
abrdn Global Balanced Growth Fund Retail Accumulation abrdn Global Balanced Growth Fund Retail Accumulation Valor: 1579693
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Annual Return

-50%0%+50%

Risk level

110
0.15%GBP 2.61
abrdn Global Balanced Growth Fund Institutional Income
abrdn Global Balanced Growth Fund Institutional Income abrdn Global Balanced Growth Fund Institutional Income Valor: 821263
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Annual Return

-50%0%+50%

Risk level

110
0.13%GBP 1.54
abrdn Global Balanced Growth Fund Retail Income
abrdn Global Balanced Growth Fund Retail Income abrdn Global Balanced Growth Fund Retail Income Valor: 1579664
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Annual Return

-50%0%+50%

Risk level

110
0.13%GBP 1.57
abrdn Global Balanced Growth Fund Retail CAT Standard Accumulation
abrdn Global Balanced Growth Fund Retail CAT Standard Accumulation abrdn Global Balanced Growth Fund Retail CAT Standard Accumulation Valor: 660060
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Annual Return

-50%0%+50%

Risk level

110
0.15%GBP 1.98