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Fund Objective:
To generate growth over the long term (5 years or more) by investing in European smaller capitalisation equities (company shares). Performance Target: To achieve the return of the MSCI Europe ex UK Small Cap Index, plus 3% per annum over rolling five year periods (before charges). There is no certainty or promise that the Performance Target will be achieved. The MSCI Europe ex UK Small Cap Index (the "Index") is a representative index of the stock market for European (excluding UK) smaller companies.
Manager name
abrdn Fund Managers Limited
Manager start date
25 August 2014
Manager Biography
Andrew Paisley is Head of Smaller Companies at abrdn. He is responsible for the management of the European Smaller Companies strategy which includes a Luxembourg SICAV fund, UK OEIC fund and a number of segregated mandates. As head of the team, he is responsible for the management of the UK, Europe and Global Small Cap Team and performance. Andrew began his career as a Chartered Accountant at Arthur Andersen, before becoming sector analyst for Sutherlands Stockbrokers. He joined Edinburgh Fund Managers in 1999, joining Kempen Capital Management in 2006. In 2011, he became co-manager of all UK smaller company mandates at Scottish Widows Investment Partnership, prior to joining abrdn in August 2014 as Deputy Head of Smaller Companies before being appointed Head of Smaller Companies in March 2020. Andrew has an LLB (Hons), CA, IMC. He has 28 years in the industry and 8 at the company.
Charges applied by the fund management company for investing in their fund. Please note that Investment Managers may charge each time you buy new units or shares in a fund or trust. Where Investment Managers would have an entry charge, we will negotiate to have it waived so you will not be charged.
N/A%
Ongoing Charges:
The fund manager
The annual charge paid to a fund manager to cover the costs of running the fund. It is an estimate based on the actual amount charged in the previous year.
0.92%
Performance Fee:
The fund manager
A performance fee joins up the interest of the fund manager and their investors. A performance fee is taken when the fund beats pre-set conditions.
0%
Typical transaction cost:
The fund manager
The costs of dealing within a fund, which the Investment Manager must pay to continue managing the assets. This includes where the Manager decides to sell one stock and buy another. The costs will vary from one fund to another based on how often the Investment Manager trades and the costs applied when trading.
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)
6.2
MSCI ESG Quality Score - Peer Percentile (0-100)
3%
MSCI ESG Quality Score - Global Percentile (0-100)
41%
Fund Environmental Impact Involvement (%)
28%
Fund Social Score Impact Involvement (%)
5%
Fund Severe Governance Controversies Involvement (%)
1%
EXPOSURE TO SUSTAINABLE IMPACT THEMES
EXPOSURE TO SRI EXCLUSIONS
EXPOSURE TO FOSSIL FUEL
Important information
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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