abrdn UK Value Equity Fund Institutional Accumulation
Fund
ISIN GB00B0LD3C08 / Valor 2363062
NAV (2025-03-14)
GBP 3.36+0.72%
abrdn UK Value Equity Fund Institutional Accumulation
UMushroom community rating:
0.00
0 votes
No rating yet
NegativeNeutralPositive
General Objective
The fund aims to generate growth over the long term (5 years or more) by investing in UK equities (company shares). The Performance Target is to achieve the return of the FTSE 350 ex Investment Trusts Equally Weighted Index, plus 3% per annum over rolling five year periods.
Fund Exposure
The fund will invest at least 70% in equities and equity related securities of companies incorporated or domiciled in the UK or having significant operations and/or exposure to the UK. The management team follows a "value" investment approach, focusing on finding companies trading at a significant discount to the value of their assets, sales, or earnings. The fund employs an all capitalization approach, investing across the market capitalization range.
Risks
Investors should be aware that due to the active nature of the management process, the Fund's performance profile may deviate significantly from that of the FTSE 350 ex Investment Trusts Equally Weighted Index. Additionally, the fund may not be appropriate for investors who plan to withdraw their money within five years. It is recommended that investors ensure their attitude to risk aligns with the risk profile of this fund before investing.