abrdn MyFolio Index III

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There is only one type of share class for this fund.

abrdn MyFolio Index III Fund Institutional S Fixed Accumulation

Category GBP Allocation 40-60% Equity
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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

£0.662/£0.662

arrow-down£-0.001 (-0.15%)

Fund Code

SLHSA

BHZCQW3

GB00BHZCQW38

Prices updated as at 17 May 2024
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Prices in GBP
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 Index range, which offers five funds with different expected combinations of investment risk and return. The fund is risk level III, which aims to be the middle risk fund in this range. The fund will invest at least 80% in passively managed funds, including those managed by abrdn, to obtain broad exposure to a range of diversified investments. It may invest up to 20% in actively managed funds (including those managed by abrdn).
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.

Growth of 1,000 as of 19 May 2024, 23:05

Trailing returns (%) as of 19 May 2024, 23:05

Annual performance (%)

YearThis fundGBP Allocation 40-60% Equity
31 Mar 13 - 31 Mar 14--
31 Mar 14 - 31 Mar 15--
31 Mar 15 - 31 Mar 16--
31 Mar 16 - 31 Mar 17--
31 Mar 17 - 31 Mar 18--
31 Mar 18 - 31 Mar 19--
31 Mar 19 - 31 Mar 20-6.33-7.15
31 Mar 20 - 31 Mar 2121.8320.92
31 Mar 21 - 31 Mar 225.392.71
31 Mar 22 - 31 Mar 23-3.11-5.52
31 Mar 23 - 31 Mar 2410.978.45

Trailing returns (%)

YearThis fundGBP Allocation 40-60% Equity
1 Day-0.15-0.03
1 Month3.993.20
3 Months4.944.00
6 Months9.938.36
1 Year12.549.26
3 Years annualised4.331.73
5 Years annualised5.333.38
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.

Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.