The fund aims to achieve growth over the medium to long term. In addition, it aims to target volatility of 6% in absolute terms. Invested capital is however at risk and there is no guarantee that the objective will be attained over any time period.The holdings of the Fund are not selected with reference to a benchmark index but the performance of the Fund is compared with the Secured Overnight Financing Rate (“SOFR”). Further, the volatility of the Sub-Fund is expected to be less than 50% to 75% of the volatility of global equities, calculated using the MSCI ACWI Index as a proxy for global equity markets.The fund invests into a diverse range of investments using both traditional physical assets, and as well as derivatives. The fund operates a flexible approach to asset allocation and the impact of different investments will vary over time.The fund is actively managed. The investment team applies a systematic approach to portfolio construction. Their primary focus is to use evidence-based, data-driven quantitative approaches to identify investment ideas within four categories (i.e. equity and credit, interest and inflation rates, relative value and others (e.g. the volatility of investment markets)). The investment team seeks to identify multiple ideas within each category and consequently select a range of investments which are expected to exhibit independent behaviours. The quantitative approaches will be supplemented with ongoing qualitative assessment so that discretionary decision-making can be applied in instances where these approaches are not sufficient to capture changes in the Fund’s investment environment.The fund will invest in developed markets and emerging markets. Physical assets may include fixed interest securities (government, sub-sovereign, corporate, asset backed securities (“ABS”), mortgage backed securities (“MBS”), convertible bonds and Contingent Convertible Bonds (“CoCos”) with both investment grade and sub-investment grade ratings), equities, cash, other forms of eligible transferable securities, deposits, money market instruments and undertakings for collective investment (including exchange traded funds). The fund may take long and short positions in markets, securities and groups of securities through derivative contracts.
Note: This fund/share class has been available for less than one year, therefore no past performance has been shown.
|Launch date||29 Jul 2019|
|Risk and Reward|
|Min value of holdings||
The value of an investment can fall as well as rise and is not guaranteed - you may get back less than you put in. Past performance is not a guide to future performance.
These historic unit prices are provided by FE, and are for information purposes only. Aberdeen Standard Investments is not responsible for the accuracy or completeness of information supplied by FE.