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You are here: Manager factsheet

Diversified Assets Team
abrdn Investments Luxembourg S, abrdn Fund Managers Limited
pdfIcon Manager factsheet pdf    rss feed RSS Feed
Manager profile
Manager biography not available
Total return for Diversified Assets Team
Manager career performance
Rolling Alpha Quartile: Discrete three year periods
Rolling Alpha Quartile shows a manager's alpha score in quartile terms, plotting his or her risk adjusted performance against all other managers in the UT & OEICs universe. The best managers are those who are consistently ranked in the first or second quartile.
 
Quartile 1
Quartile 2
Quartile 3
Quartile 4
 
 
 
 
 
60-96m
 
 
 
 
 
 
 
 
 
72-108m
 
 
 
 
 
 
 
 
 
24-60m
 
 
 
 
 
 
 
 
 
36-72m
 
 
 
 
 
 
 
 
 
48-84m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Diversified Assets Team

Manager career performance
Discrete performance
  0-12m 12-24m 24-36m 36-48m 48-60m 60-72m 72-84m 84-96m 96-108m 108-120m
Diversified Assets Team 10.0 0.9 -3.7 10.7 -2.3 2.7 -1.3 - - -
Peer Group Composite 10.5 0.8 -7.9 9.8 0.4 5.5 -1.1 - - -
Over / Under -0.5 0.1 4.2 0.9 -2.7 -2.8 -0.2 - - -
Performance vs peer group composite: Diversified Assets Team
How a manager matches up against their peers gives you some idea of how talented they are. Very few managers perform equally well in rising and falling markets, so knowing which type of market a manager is capable of performing well within is also important.
 
Overall markets
Up
Outperformed peer group composite
3 years
out of a possible 7
 
Overall markets
Up
Underperformed peer group composite
4 years
out of a possible 7
 
Rising markets
UpDown
Outperformed peer group composite
2 years
out of a possible 5
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
abrdn Diversified Growth Lead manager FO Mixed Asset - Flexible since Mar 01 2018 to present
abrdn SICAV I - Diversified Income Lead manager FO Mixed Asset - Cautious since Mar 01 2018 to present
abrdn Diversified Growth and Income Lead manager UT Mixed Investment 20-60% Shares since May 01 2019 to present
Funds managed previously
Fund Periods
abrdn Diversified Growth since Mar 01 2018 to fund close
ASI Diversified Core Growth since Mar 01 2018 to fund close
ASI Diversified Core Adventurous since Mar 01 2018 to fund close
ASI Diversified Core Cautious since Mar 01 2018 to fund close
ASI Diversified Core Conservative since Mar 01 2018 to Jul 31 2019
abrdn Diversified Growth and Income since Mar 01 2018 to Dec 31 2018
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Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

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