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ABERDEEN MULTI-ASSET I - Fund overview

No Bestinvest rating
Find rated mixed investment 40-85% shares funds


Overview of ABERDEEN MULTI-ASSET I

The fund's objective is to provide long term total return, the managers may select from a mix of securities, which includes UK and international equities, bonds and funds to achieve the objective. The managers will primarily use internal funds within Aberdeen and look to add value by asset allocation by selecting alternative assets.

Standard Initial Charge

0.00% 0.00%

Fund summary

Sector  Mixed Investment 40-85% Shares
Product type  OEIC
Launched  March, 1991
Size  £595m
Yield 2.2%
Charging basis  –
Dividends paid  Acc units only.
Bid price 181.82p

Fund Charges

Standard Initial charge 0.00%
Initial charge via Bestinvest 0.00%
Additional bid/offer spread 0.00%
Annual management charge 0.60%
Total expense ratio 1.06%
Reduction in yield (10yr) 1.06%

Bestinvest says


No information available.

Portfolio

aberdeen multi-asset i asset allocation illustration
Allocation Proportion
Equity 75%
High yield bonds 0%
Quality bonds 10%
Property 0%
Commodities 4%
Hedge 3%
Fund cash 8%
aberdeen multi-asset i equity geographic illustration
Allocation Proportion
UK 48%
Europe 17%
Nth America 14%
Japan 8%
Pacific 9%
Other Equity 4%
aberdeen multi-asset i equity capitalisation illustration
Allocation Proportion
Large Caps 78%
Mid Caps 16%
Small Caps 6%

Investment process


The funds objective is to provide long term total return from a diversified portfolio, the managers may invest in funds, equities and bonds. Other securities which may be used include money market instruments, warrants, derivatives and forward transactions, cash and near cash and deposits. The managers will seek to add returns by asset allocation and macro views.

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.

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