ISIN:
GB00B708KW45
IA Sector:
IA Sterling Corporate Bond
Risk level:
FE fundinfo Rating:
2 of 5
Accumulation
Price:
71.8200 GBX
10 October 2024
Last change:
icon-down-small -0.15%
1 year change:
icon-up-small 12.16%
5 year annualised return:
-1.26%
12 month yield:
4.00%
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Fund Objective: To generate income and some growth over the long term (5 years or more) by investing in sterling denominated investment grade corporate bonds which adhere to the abrdn Ethical Corporate Bond Investment Approach. Performance Target: To be top quartile within the fund's peer group; as measured by the Investment Association Sterling Corporate Bond Sector Average, over rolling three-year periods (after charges). There is no certainty or promise that the Performance Target will be achieved. The Investment Association Sterling Corporate Bond Sector (the "Sector") is a representative group of investment funds with a focus on sterling denominated investment grade bonds issued by companies.
| Manager name | abrdn Fund Managers Limited |
|---|---|
| Manager start date | 01 March 2014 |
| Manager Biography | Mark Munro joined Standard Life Investments as Investment Director in 2013. He is part of the Sterling investment grade team and is a portfolio manager running a number of retail and institutional funds. Mark is responsible for managing a number of institutional funds in the corporate bond team. Previously in his role as an analyst Mark was responsible for providing company research and trade ideas for the credit team. He has also worked as an analyst on the UK small cap equities team. Before joining SWIP, Mark spent four years working in the derivatives market, trading futures electronically on the Chicago Board of Trade. Mark is a CFA charterholder and has the Investment Management Certificate. He is a Bachelor of Law (LLB) from the University of Edinburgh. |
| Investment style: | Active |
|---|---|
| Region (geographical) | Global |
| Benchmark | IA Sterling Corporate Bond |
|---|---|
| Sector | IA Sterling Corporate Bond |
| FE fundinfo Rating | 2 of 5 |
Fund size: 350,792,626.47 GBX
Chart date: October 10, 2024
ESG stands for Environmental, Social and Governance and is an approach for evaluating to what extent a company works towards social goals. For investors this can be used in order to understand how their funds and the assets they are made up of work towards these goals and use that information to help make sustainable investment choices.
ESG Metric
Score
MSCI ESG Quality Score (0-10)
7.3
MSCI ESG Quality Score - Peer Percentile (0-100)
60%
MSCI ESG Quality Score - Global Percentile (0-100)
83%
Fund Environmental Impact Involvement (%)
13%
Fund Social Score Impact Involvement (%)
5%
Fund Severe Governance Controversies Involvement (%)
27%
Halifax Share Dealing Limited. Registered in England and Wales no. 3195646. Registered Office: Trinity Road, Halifax, West Yorkshire, HX1 2RG. Authorised and regulated by the Financial Conduct Authority, 12 Endeavour Square, London, E20 1JN under registration number 183332. A Member of the London Stock Exchange and an HM Revenue & Customs Approved ISA Manager.
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