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ABERDEEN LATIN AMERICAN EQUITY - Fund overview

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Overview of ABERDEEN LATIN AMERICAN EQUITY

This fund launched on 9th February, targeting long term total returns from investment in the equities of companies based in South America or with significant activities in the region. The fund is managed by Aberdeen's Emerging Markets team led by Devan Kaloo, who already have a successful track record on the Aberdeen Emerging Markets fund.

Standard Initial Charge

4.25% 0.00%

Invest via Bestinvest

to save 4.25%

Fund summary

Sector  Specialist
Product type  OEIC
Launched  February, 2011
Size  £77m
Yield 0.7%
Charging basis  Income
Dividends paid  Acc units only.
Bid price 86.62p

Fund Charges

Standard Initial charge 4.25%
Initial charge via Bestinvest 0.00%
Additional bid/offer spread 0.00%
Annual management charge 1.75%
Total expense ratio 1.90%
Reduction in yield (10yr) 1.90%

Bestinvest says


No information available.

Portfolio

aberdeen latin american equity asset allocation illustration
Allocation Proportion
Equity 95%
High yield bonds
Quality bonds
Property
Commodities
Hedge
Fund cash 5%
aberdeen latin american equity equity geographic illustration
Allocation Proportion
UK
Europe
Nth America
Japan
Pacific
Other Equity 100%
aberdeen latin american equity equity capitalisation illustration
Allocation Proportion
Large Caps 80%
Mid Caps 15%
Small Caps 5%

Investment process


The Fund’s investment objective is long-term total return to be achieved by investing in equities and equity-related securities of Latin American companies or companies with significant activities in Latin America.

The value of your investments and the income from them can go down as well as up, and you can get back less than you originally invested. Past performance or any yields quoted should not be considered reliable indicators of future returns. Before investing in funds please check the specific risk factors on the key features document or refer to our risk warning notice as some funds can be high risk or complex; they may also have risks relating to the geographical area, industry sector and/or underlying assets in which they invest. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

Bestinvest (Brokers) Ltd & Bestinvest (Consultants) Ltd are authorised and regulated by the Financial Services Authority. This site is for UK Investors only

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