abrdn Multi-Asset Climate Solutions Platform 1 - Accumulation (GBP)





Charges and Savings
Initial charges | |
---|---|
Initial charge: | 0.00% |
Initial saving from HL: | 0.00% |
HL dealing charge: | Free |
Net initial charge: | 0.00% |
Annual charges | |
---|---|
Performance fee: | No |
Ongoing charge (OCF/TER): | 0.98% |
Ongoing saving from HL: | 0.00% |
Net ongoing charge: | 0.98% |
In some cases the ongoing savings are provided by our loyalty bonus. Loyalty bonuses are tax-free in an ISA or SIPP. However, they may be subject to tax in a Fund & Share Account which would, in effect, reduce their value and increase the net ongoing charge.
Other Information
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Performance
08/12/18 to 08/12/19 | 08/12/19 to 08/12/20 | 08/12/20 to 08/12/21 | 08/12/21 to 08/12/22 | 08/12/22 to 08/12/23 | |
---|---|---|---|---|---|
Annual return | n/a | n/a | n/a | -9.50% | -8.05% |
Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.
View fund chartOur view on this fund
The Wealth Shortlist features funds our analysts believe have the potential to outperform their peers over the long term. If a fund is not on the Shortlist, this is not a recommendation to sell; however, if you are thinking of adding to your investments, we believe the Wealth Shortlist is a good place to start. View funds on the Wealth Shortlist »
Fund Objective
To generate growth over the long term (5 years or more) by investing in a diversified portfolio of equities (company shares) and corporate bonds (loans to companies) issued by companies whose core business is to offer products and services that enable the transition to a sustainable low carbon economy. Performance Comparator: For comparison purposes, investors can compare the Fund's long term performance to the IA Mixed Investment 40-85% Shares Sector Average return over a 5 year period. The ACD believes this is an appropriate comparator for the Fund since it reflects the risk and return profile and aligns with the investment policy of the Fund. Due to the Multi-Asset Climate Solutions Investment Approach, the Fund's performance and risk and return profile may deviate significantly from that of the IA Mixed Investment 40-85% Shares Sector, where the sector average comprises many Funds with different investment approaches.
Income Details
Security | Weight |
---|---|
Greencoat UK Wind Plc Greencoat UK Wind Ord GBP0.01 | 3.53% |
InfraRed Capital Partners The Renewables Infrastructure Group Ord NPV | 2.38% |
Greencoat Renewables Plc Greencoat Renewables Plc EUR0.01 | 2.26% |
SDCL Energy Efficiency Income Trust Plc SDCL Energy Efficiency Income Trust Plc Ord Shs | 1.64% |
SHIMANO | 1.45% |
Suzano Austria 5.75% 2026 | 1.44% |
FIRST SOLAR INC | 1.38% |
Gresham House Energy Storage Fund Plc Ord Shs | 1.38% |
VESTAS WIND SYSTEMS A/S | 1.36% |
ING Groep 0.875% 2032 | 1.28% |
Sector | Weight |
---|---|
Bonds | 27.38% |
Equity Investment Instruments | 15.36% |
Electricity | 8.96% |
Renewable Energy | 6.52% |
Electronic & Electrical Equipment | 4.97% |
Gas, Water & Multi-utilities | 4.57% |
Construction & Materials | 4.33% |
Real Estate Investment Trusts | 4.21% |
Alternative Trading Strategies | 3.64% |
Leisure Goods | 2.73% |
Country | Weight |
---|---|
United States | 28.38% |
Non-Classified | 19.08% |
Japan | 6.93% |
Netherlands | 4.91% |
United Kingdom | 4.16% |
Direct Property and REITs | 3.72% |
Germany | 3.54% |
France | 2.82% |
Ireland | 2.65% |
Thailand | 2.64% |
Data policy - All information should be used for indicative purposes only. You should independently check data before making any investment decision. HL cannot guarantee that the data is accurate or complete, and accepts no responsibility for how it may be used. Prices provided by Morningstar, correct as at 8 December 2023. Data provided by Broadridge, correct as at 30 September 2023.


4 If you elect to receive the income from a Vantage ISA or Vantage Fund & Share Account, we will collect any dividends for you and then pay them directly into your bank account within the first 10 working days of the following month.