New Investment Objective:
To generate growth over the long term (5 years or more) by investing in North American equities (company shares). The Fund aims to achieve a return in excess of the S&P 500 Index over rolling five years (after charges). The Performance Target is the level of performance that the management team hopes to achieve for the fund. There is however no certainty or promise that they will achieve the Performance Target. This fund invests in the underlying retail fund in order to track its performance, this means that fund performance may differ to the underlying fund.
New Fund Name: abrdn UK Real Estate Share Fund
New Investment Objective
To generate growth and income over the long term (5 years or more) by investing in UK property-related equities (company shares) including listed closed ended real estate investment trusts (“REITs”). The Fund aims to achieve a return in excess of the FTSE EPRA Nareit UK Index over rolling five year periods (after charges). The Performance Target is the level of performance that the management team hopes to achieve for the fund. There is however no certainty or promise that they will achieve the Performance Target.
New Investment Objective:
To generate growth over the long term (5 years or more) by investing in UK small-capitalisation equities (company shares). The Fund aims to achieve a return in excess of the Deutsche Numis Smaller Companies Plus AIM ex Investment Companies Index over rolling five year periods (after charges). The Performance Target is the level of performance that the management team hopes to achieve for the fund. There is however no certainty or promise that they will achieve the Performance Target.
New Investment Objective:
To generate income and some growth over the long term (5 years or more) by investing in Sterling-denominated investment grade corporate bonds. The Fund aims to be top quartile within the fund’s peer group, defined as the Investment Association Sterling Corporate Bond Sector, over rolling five-year periods (after charges). The Performance Target is the level of performance that the management team hopes to achieve for the fund. There is however no certainty or promise that they will achieve the Performance Target. This fund invests in the underlying retail fund in order to track its performance, this means that fund performance may differ to the underlying fund.
New Investment Objective:
To generate income and some growth over the medium to long term (3 to 5 years) by investing in UK Government bonds with a maturity of up to five years. The Fund aims to achieve a return in excess of the FTSE Actuaries UK Conventional Gilts (1-5 Years) Index over rolling three year periods (after charges). The Performance Target is the level of performance that the management team hopes to achieve for the fund. There is however no certainty or promise that they will achieve the Performance Target. This fund invests in the underlying retail fund in order to track its performance, this means that fund performance may differ to the underlying fund.
New Investment Objective:
To generate income and some growth over the long term (5 years or more) by investing in government and corporate bonds issued anywhere in the world. The Fund aims to be top quartile within the fund’s peer group, defined as the Investment Association Sterling Strategic Bond Sector over rolling five year periods (after charges). The Performance Target is the level of performance that the management team hopes to achieve for the fund. There is however no certainty or promise that they will achieve the Performance Target. It has been chosen as the target as the constituents of the sector have similar aims and objectives. This fund invests in the underlying retail fund in order to track its performance, this means that fund performance may differ to the underlying fund.
New Investment Objective:
To generate growth and income over the long term (5 years or more) by investing in UK property-related equities (company shares) including listed closed ended real estate investment trusts (“REITs”). The Fund aims to achieve a return in excess of the FTSE EPRA Nareit UK Index over rolling five year periods (after charges). The Performance Target is the level of performance that the management team hopes to achieve for the fund. There is however no certainty or promise that they will achieve the Performance Target. This fund invests in the underlying retail fund in order to track its performance, this means that fund performance may differ to the underlying fund.
New Investment Objective:
The investment objective of the Fund is to outperform (net of fees) the FTSE World Europe ex UK Index (GBP, GDTR) over rolling 5 year periods from an actively managed portfolio. The Fund seeks to achieve its objective by investing, directly or indirectly, at least 80% of its assets in the equities of companies domiciled, incorporated or carrying a significant proportion of their business in continental Europe (which includes any European country, except the UK), which are listed on European stock exchanges.
New Investment Objective:
The investment objective of the Fund is to outperform (net of fees) the FTSE World Europe ex UK Index (GBP, GDTR) over rolling 5 year periods from an actively managed portfolio. The Fund seeks to achieve its objective by investing, directly or indirectly, at least 80% of its assets in the equities of companies domiciled, incorporated or carrying a significant proportion of their business in continental Europe (which includes any European country, except the UK), which are listed on European stock exchanges. This fund invests in the underlying retail fund in order to track its performance, this means that fund performance may differ to the underlying fund.
New Fund objective:
The Fund aims to provide income and capital growth in excess of the FTSE EPRA NAREIT Developed TR GBP (Net) index (after fess have been deducted) over a three to five year period by investing in equity and equity related securities of sustainable real estate companies worldwide that own assets in global cities. Sustainable real estate companies contribute to an urban environment that provides a good quality of life for residents while minimising cost to the planet and using resources efficiently. Companies can demonstrate this by prioritising initiatives such as renewable energy; energy efficiency; greenhouse gas (GHG) emissions reduction; effective water management; waste minimisation; responsible tenant and community engagement; setting sustainability targets; and managing their business in a sustainable way. The Fund is actively managed and invests at least 90% of its assets in equity and equity related securities of sustainable real estate companies worldwide which generate the majority of their earnings from real estate investment related activities and own assets in global cities. These are cities that have positive characteristics such as economic strength; strong transport infrastructure; high quality educational institutions; and an innovative business community, based on the investment manager’s assessment. The Fund may invest in real estate investment trusts. The Fund may also invest in collective investments schemes that invest in money market instruments; warrants; and may hold cash.
This fund invests in the underlying retail fund in order to track its performance, this means that fund performance may differ to the underlying fund.
