abrdn MyFolio Market V Fund Institutional Accumulation header image

abrdn MyFolio Market V Fund Institutional Accumulation

Fund

ISIN GB00B4YRJT68 / Valor 11732364

NAV (2024-10-22)
GBP 1.61-0.31%

abrdn MyFolio Market V Fund Institutional 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 V, which aims to be the 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. Typically, at least 80% of the fund will be invested in higher-risk assets such as equities, commercial property, and emerging market bonds. The rest of the fund is invested in a selection of other assets including cash, government bonds, investment grade corporate bonds, and funds that use a combination of equities, bonds, and derivatives.

Risks

Investors should be aware 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 be within the volatility band for the stated risk level, and observing the asset allocation restrictions may limit capital growth.

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Source

https://www.fidelity.co.uk/factsheet-data/factsheet/GB00B3T5XZ20-abrdn-myfolio-mrkt-v-fd-p-1-ac-gbp-unhgd/portfolio

Tags:
High-risk msci world multi asset

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OTHER SHARE CLASSES OF THIS FUND

abrdn MyFolio Market V Fund Platform 1 Accumulation
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Annual Return

-50%0%+50%

Risk level

110
-0.34%GBP 1.48
abrdn MyFolio Market V Fund Standard Life Accumulation
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-50%0%+50%

Risk level

110
-0.29%GBP 1.40
abrdn MyFolio Market V Fund Retail Accumulation
abrdn MyFolio Market V Fund Retail Accumulation abrdn MyFolio Market V Fund Retail Accumulation Valor: 11952171
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Annual Return

-50%0%+50%

Risk level

110
-0.34%GBP 1.48