abrdn North American Small & Mid-Cap Equity Fund Institutional Accumulation

The fund aims to generate long-term growth by investing in US and Canadian small and mid-capitalisation equities, with a performance target of achieving the return of the Russell 2500 Index plus 3% per annum over rolling five-year periods.

The fund will invest at least 70% in equities and equity related securities of small and mid-capitalisation companies listed in the US and Canada, with a focus on stock selection using research techniques to find high-quality companies at attractive valuations. The expected variation between the fund's returns and the index is not expected to exceed 10%.

Investors should be aware that the fund's ability to buy and sell small and mid-capitalisation shares can be affected during periods of market stress, potentially limiting the ability to sell investments when desired. Additionally, the fund may not be suitable for investors planning to withdraw their money within five years, and investors should ensure their risk tolerance aligns with the fund's risk profile before investing.

https://www.abrdn.com/en-lu/institutional/investment-solutions/active-equities/smaller-companies