abrdn MyFolio Managed III Fund Retail Accumulation

The fund aims to generate growth over the long term (5 years or more) while being managed to a defined level of risk. It is part of the MyFolio Managed range, with a risk level III classification, positioning it as the middle risk fund in the range.

The fund will invest at least 60% in actively managed abrdn funds and up to 40% in passively managed funds to obtain broad exposure to a range of diversified investments. It will typically include assets such as cash, government bonds, investment grade corporate bonds, equities, commercial property, and funds that use a combination of equities and bonds. The management team will use their discretion to select funds within each asset class and ensure that the strategic asset allocation meets the fund's objectives.

Investors should note that the fund may not be appropriate for those planning to withdraw their money within five years. The fund's realized volatility may not always align with the stated risk level, and observing asset allocation restrictions may limit capital growth. It is important for investors to ensure that their attitude to risk aligns with the risk profile of this fund before investing.

https://www.abrdn.com/en-gb/intermediary/investment-solutions/my-folio/myfolio-fund-ranges