Aaron Rock

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Fund Performance

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Manager factsheet

Aaron Rock
abrdn Fund Managers Limited, abrdn Investments Luxembourg S
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Annualised total return over 10.4 years

-0.6%

Cumulative performance (% growth)

	1 year	3 years	5 years	7 years	10 years
Aaron Rock	4.7	-25.3	-25.7	-17.0	-9.5
Peer Group Composite	9.1	-16.1	-14.6	-5.6	9.6
Over / Under	-4.4	-9.2	-11.1	-11.4	-19.1

Total return for Aaron Rock

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

12-48m

24-60m

36-72m

48-84m

Discrete calendar year performance : Aaron Rock

Discrete performance

	0-12m	12-24m	24-36m	36-48m	48-60m	60-72m	72-84m	84-96m	96-108m	108-120m

Aaron Rock	4.7	-2.6	-26.8	-6.3	6.5	11.6	0.0	0.9	6.5	1.5
Peer Group Composite	9.1	-1.5	-21.8	-3.6	5.8	10.7	-0.2	4.3	9.0	2.2
Over / Under	-4.4	-1.1	-5.0	-2.7	0.7	0.9	0.2	-3.4	-2.5	-0.7

Performance vs peer group composite: Aaron Rock

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

Outperformed peer group composite

3 years

out of a possible 10

Overall markets

Underperformed peer group composite

7 years

out of a possible 10

Rising markets

Outperformed peer group composite

2 years

out of a possible 6

Falling markets

Outperformed peer group composite

1 year

out of a possible 4

Funds currently managed

Fund	Sole/Co-managed	Sector	Periods

abrdn AAA Bond	Co-managed	UT Sterling Corporate Bond	since Jul 01 2014 to present
abrdn SICAV I - Global Government Bond	Lead manager	FO Fixed Int - Global	since Nov 01 2023 to present
abrdn Global Balanced Growth	Co-managed	UT Mixed Investment 40-85% Shares	since Nov 01 2023 to present

Funds managed previously

Fund	Periods

abrdn (AAM) Sterling Government Bond	since Nov 07 2018 to fund close
abrdn Sterling Long Dated Government Bond	since Nov 07 2018 to fund close
abrdn UK Government Bond	since Aug 01 2019 to Aug 31 2019