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abrdn MyFolio Multi-Manager IV Inst Acc

Volatility Managed
Price: 115.20p|Change: 0.30 (0.26%)

Pricing frequency 

Daily

Dealing cut off time 

10:45

Type 

OEIC

Yield 

1.50%

NAV 

115.20p

Income frequency 

Annually

Ongoing charge 

1.08%

Latest actual NAV date 

28-04-2025

ISIN 

GB00B4WCRZ51

UCITS 

No

This fund can be held in a Dealing accountStocks and shares ISALifetime ISAJISASIPPand can be used with Regular investment

Before investing please read:

Key Investor Information Document (KIID)

Growth of 10k

Asset allocation

Top 10 holdings

Holdings 31/03/2025% of assets
L&G UK Index C Acc8.27
WS Lindsell Train UK Equity Acc6.87
Findlay Park American I GBP Dist6.82
FSSA Asia Focus B GBP Acc4.77
Federated Hermes Asia exJpn Eq F GBP Acc4.58
Dodge & Cox Worldwide US Stock A GBP4.55
L&G Global Infrastructure Index C Acc4.54
abrdn American Equity Tracker N Acc4.54
Jupiter UK Dynamic Equity I Acc4.22
M&G Japan GBP PP Inc3.93

Performance 31/03/2025

1D | 1M | 3M | 1Y | 3Y ann | 5Y ann | 10Y ann

Total return (%)
Fund+ 0.26
Category-
More...

Investment objective

To generate growth over the long term (5 years or more) while being managed to a defined level of risk. The fund is part of the abrdn MyFolio Multi-Manager range, which offers five funds with different expected combinations of investment risk and return. This fund is risk level IV, which aims to be the second highest risk fund in this range. The fund will invest at least 60% in actively managed funds, including those managed by abrdn, to obtain broad exposure to a range of diversified investments. It may invest up to 40% in passively managed funds (including those managed by abrdn). Typically, at least 60% of the fund will be invested in assets traditionally viewed as being higher risk such as such as equities (company shares), commercial property, alternative funds and emerging market bonds (loans to an emerging market government).

Morningstar ratingTM

Morningstar sustainability ratingTM

Morningstar Medalist RatingTM

  Morningstar analyst document

  Morningstar report document

AJ Bell Management Limited (company number 03948391), AJ Bell Securities Limited (company number 02723420) and AJ Bell Asset Management Limited (company number 09742568) are authorised and regulated by the Financial Conduct Authority. All companies are registered in England and Wales at 4 Exchange Quay, Salford Quays, Manchester M5 3EE. See website for full details. AJ Bell procures the provision of the Morningstar Licensed Tools on an “as is” basis and does not guarantee the performance of or accept liability for the Licensed Tools. To the maximum extent permitted by law, AJ Bell excludes liability for the Licensed Tools, including liability for any failure, interruption, delay or defect in the performance of any Licensed Tool, unless it arises as a direct result of the negligence of AJ Bell.

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