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SKANDIA ABERDEEN EUROPEAN GROWTH LF - Fund overview

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Overview of SKANDIA ABERDEEN EUROPEAN GROWTH LF

Targeting capital growth this fund invests in the largest European companies, although given its stock picking approach it may not be representative of its underlying benchmark. To achieve this Aberdeen's Pan European team apply a fundamental approach to selecting stocks, that is rigourous due diligence at the individual stock level, which ultimately results in a focused portfolio of stocks, which are generally held for the medium to long term.

Standard Initial Charge

No data available.

Fund summary

Sector  –
Product type  INSURANCE BOND
Launched  December, 2005
Size  £3m
Yield 0.0%
Charging basis  –
Dividends paid  –
Bid price 97.50p

Fund Charges

Standard Initial charge
Initial charge via Bestinvest
Additional bid/offer spread 4.97%
Annual management charge 1.00%
Total expense ratio 1.00%
Reduction in yield (10yr) 1.50%

Bestinvest says


Applying fundamental analysis to selecting stocks, the investment process is largely based on Hugh Young's (Aberdeen's star manager in Asia) conservative and detailed framework to selecting stocks as is the case, to a greater or lesser extent, with all Aberdeen's funds. This process has been less successful with Aberdeen's Pan European funds than elsewhere in Aberdeen's range. As such we have higher conviction in other European funds.

Portfolio

skandia aberdeen european growth lf asset allocation illustration
Allocation Proportion
Equity 98%
High yield bonds
Quality bonds 0%
Property 0%
Commodities
Hedge
Fund cash 2%
skandia aberdeen european growth lf equity geographic illustration
Allocation Proportion
UK 2%
Europe 98%
Nth America 0%
Japan 0%
Pacific 0%
Other Equity 0%
skandia aberdeen european growth lf equity capitalisation illustration
Allocation Proportion
Large Caps 89%
Mid Caps 10%
Small Caps 1%

Investment process


The fund invests principally in companies incorporated in Europe, but may also invest in companies which derive an important proportion of their earnings from European trade or operations. It can also invest European emerging markets. Generally the fund invests in companies with good growth prospects with good fundamentals including a strong balance sheet and shareholder friendly management. Valuation is also very important and a key discipline is to avoid overpaying and generally companies which are cheap in relation to their growth potential. Target companies are visited at least once a year whilst companies in which Aberdeen invest are visited at least twice annually. Stocks are sold following a change of personnel, a loss of business direction, or when the European team feel valuations have become stretched.

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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