abrdn North American Small & Mid-Cap Equity Fund Retail Income

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. It may also invest in larger capitalisation companies in these regions. The management team focuses on stock selection of high-quality companies at attractive valuations, using the Russell 2500 Index as a reference point for portfolio construction.

Investors should be aware that the fund's ability to buy and sell small and mid-capitalisation shares may be affected during periods of market stress. Additionally, the fund's performance profile may deviate significantly from that of the Index due to the active nature of the management process. It is recommended that investors who plan to withdraw their money within five years carefully assess their risk tolerance before investing in this fund.

https://www.abrdn.com/en/ireland/fund-details/aberdeen-standard-sicav-i---north-american-smaller-companies-fund/i-acc-usd/lu0566484704