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Aberdeen Diversified Growth Z Acc

Ranked 10 out of 58 in - Absolute Return GBP over 12 months
All calculations are in GBP unless stated

Managed by

Mike Brooks

Mike Brooks is head of multi asset growth strategies within investment solutions and is the co-lead manager of the Diversified Growth fund. Mike joined Aberdeen in 2015 from Baillie Gifford where he was an investment manager in the Diversified Growth team. He co-founded the Diversified Growth strategy at Baillie Gifford in 2008, playing a leading role in the development of the philosophy and process, in the ongoing management of the fund and in the successful expansion of the client base. Mike joined Baillie Gifford in 2000 as head of investment risk. Prior to this he was head of quantitative research at Aegon Asset Management and is a qualified actuary.

Objective

To achieve long term total return with lower volatility than equities. The Portfolio will include investments in collective investment schemes, including schemes managed by the Investment Adviser and/or its associated group companies, investing directly or indirectly in a range of asset classes including equities, bonds, property, hedge funds, private equity, infrastructure, commodities and currency across global emerging markets and developed markets.

Showing fund performance in United Kingdom View performance globally

Performance

Absolute Return GBP over : 30/11/2016 - 30/11/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 3.6% 2.7% 0.4%
2016 7.9% 0.2% 0.9% 4.4% 2.3%
2015 3.6% 4.5% -0.8% -2.5% 2.6%
2014 8.7% 0.9% 2.8% 1.9% 2.9%
2013 2.1% 7.1% -3.8% -1.6% 0.7%
2012 6.9% 2.5% -0.6% 2.5% 2.3%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/06/2017

Top 10 Holdings

Stock Size
GBP Forward Contract 55.04
Bentham Wholesale Syndicated Loan 7.07
Prytania Diversified Asset Backed Securities GBP 4.02
Aberdeen Global - Indian Bond Z2 Acc USD 3.91
Aberdeen Diversified Income & Growth Trust PLC 3.16
AQR Managed Futures UCITS C Acc GBP 2.95
Multi Asset Risk Premia M1 M 2xs (GBP Hgd) 2.91
NB Global Floating Rate Income Fund Limited GBP 2.43
CATCo Reinsurance Opportunities Fund Limited 2.36
HICL Infrastructure Company Limited 2.14
30/06/2017

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date01/11/2011
  • Share Class size304Mn
  • Base currencyGBP
  • ISIN GB00B62J6F31

Purchase Info

  • Min. initial investment500Mn
  • Min. regular additional investment0

Charges

  • Annual management0.00%
  • Initial investment0

Related News

Aberdeen: how we will revive BlackRock Income

Aberdeen fund managers Mike Brooks and Tony Foster discuss their plans to turn round BlackRock Income Strategies Trust (BIST).

Trust Insider: two trusts, two very different discount survival strategies

BH Macro has announced a particularly convoluted set of proposals designed to address its longstanding discount problem

Aberdeen hires Baillie Gifford's Brooks for multi-asset team

Brooks joins Aberdeen's Investment Solutions 60-strong team, which controls some £85 billion.

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).