abrdn Global Smaller Companies Fund Institutional "S" Accumulation
Fund
ISIN GB00BBX46522 / Valor 22167921
NAV (2025-02-07)
GBP 1.48-0.34%
abrdn Global Smaller Companies Fund Institutional "S" Accumulation
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General Objective
The fund aims to generate growth over the long term (5 years or more) by investing in Global small-capitalisation equities, with a performance target of achieving the return of the MSCI AC Country World Small Cap Index, plus 3% per annum (before charges).
Fund Exposure
The fund will invest at least 70% in equities of global smaller companies, defined as any company of a size similar to those in the Index. The management team uses active management to maintain a diverse asset mix at country, sector, and company level, focusing on company selection based on quality, growth, and momentum approach.
Risks
Investors should be aware that the fund's ability to buy and sell small and mid-capitalization shares, as well as associated costs, can be affected during periods of market stress. Additionally, the fund's performance profile may deviate significantly from that of the Index due to its active management approach. It is recommended that investors who plan to withdraw their money within five years should carefully assess their risk tolerance before investing in this fund.