abrdn MyFolio Market IV Fund Retail Accumulation header image

abrdn MyFolio Market IV Fund Retail Accumulation

Fund

ISIN GB00B55VSY27 / Valor 11952131

NAV (2025-02-07)
GBP 1.31+0.77%

abrdn MyFolio Market IV Fund Retail Accumulation
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General Objective

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 Market range, with this specific fund being risk level IV, the second highest risk fund in the range.

Fund Exposure

The fund will invest at least 60% in passively managed funds and up to 40% in actively managed funds to obtain broad exposure to a range of diversified investments. It typically invests in higher-risk assets such as equities, commercial property, and emerging market bonds, as well as other assets like cash, government bonds, and investment grade corporate bonds. The management team uses active management to select funds within each asset class and ensure the strategic asset allocation meets the fund's objectives.

Risks

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

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Source

https://www.fidelity.co.uk/factsheet-data/factsheet/GB00B77CW014-abrdn-myfolio-mkt-iv-fd-pl-1-ac-gbp-unhd/charges-and-key-documents/1000

Tags:
risk management msci world global equities ftse all share sonia msci world ex uk

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abrdn MyFolio Market IV Fund Platform 1 Accumulation
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