Aberdeen Global Small Cap R 1735 Market Street 32nd Floor Map
Phone: 800-577-2321
| Category: | World Stock | | Fund Family: | Aberdeen | | Net Assets: | 100.00K | | Year-to-Date Return: | 31.83% | | Yield: | 0.53% | | Morningstar Rating: |  | | Fund Inception Date: | 30-Sep-96 |
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Stephen Docherty
Lead Manager since
23-Oct-09 | | | Docherty is head of global equities, managing a team of eleven, including four senior Global equity investment managers, who are responsible for Aberdeen's overall strategy towards Global equity investment, including ethical portfolios. He joined Aberdeen in 1994 successfully establishing performance measurement procedures before taking up a fund management role. Previously, he worked for Abbey National Plc in the Department of Actuarial Services within the Life Division. |
| Min Initial Investment: | $0 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks long-term growth of capital. The fund normally invests at least 80% of net assets, plus any borrowings for investment purposes, in equity securities of small companies from a broad range of countries, including the U.S. and at least 40% of assets in non-U.S. companies under normal market conditions. it seeks to identify through a bottom-up investment approach fundamentally strong companies trading at a discount to their projected growth rates or intrinsic asset values. The fund may sell securities to realize profits, limit losses or take advantage of better investment opportunities. |
| Last Dividend
(29-Dec-08):
| 0.08 | | Last Cap Gain
(7-Dec-99):
| 2.81 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 91.16% |
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| Expense | WPVAX | Category Avg | | Total Expense Ratio: | %
| 1.50% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.33% | | Max Deferred Sales Load: | %
| 2.55% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $722 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,127 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,262 |
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