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ASI Global Balanced Growth Fund Platform 1 Accumulation (0P0000WUP8.L)

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105.00+0.40 (+0.38%)
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ASI Global Balanced Growth Fund Platform 1 Accumulation

Bow Bells House

1 Bread Street London

Management Information
Jacqueline Lowe,Lead Manager since October 1, 2001
After graduating with Accounting & Financial Studies from Heriot Watt in 1988, Jacquie joined Standard Life, working first with Sales and Marketing. When in the Investment Department, she became Assistant Investment Manager for Retail Funds and Investment Manager in 1995. With the start of Standard Life Investment, in 1998, Jacquie was the Investment Director. In 2001, she was the Investment Director of Mutual Funds and Fund Manager for the Global Advantage Fund and Managed Fund.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

Fund FamilyAberdeen Standard Fund Managers Limited
Net Assets602.99M
YTD Return-9.72%
Morningstar Rating★★★★
Inception DateMay 22, 2012

Fund Operations

Last Dividend0.00
Last Cap Gain0.00
Holdings Turnover58.29%
Average for CategoryN/A

Fees & Expenses

Expense0P0000WUP8.LCategory Average
Annual Report Expense Ratio (net)0.00%N/A
Prospectus Net Expense Ratio0.00%N/A
Prospectus Gross Expense Ratio0.00%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales Load0.00%N/A
Max Deferred Sales LoadN/AN/A
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A