Aberdeen Standard Capital Bridge Z Inc
Latest (Mid) Price:
GBX 73.95
Day Change:
+0.28%
| Shares Class | Inc. |
|---|---|
| Yield | 1.97 |
| Total Expense Ratio | 0.00 |
Fund Performance
Cumulative Performance
Discrete Performance
MoneyAM Fund Centre
Quick Stats
| Fund Size | 499,200,000.00 | Launch Date | 16/02/1994 | Standard Initial Charge (%) | 0.00 |
|---|---|---|---|---|---|
| Currency | GBX | ISA Eligible | No | Annual Management Charge (%) | 0.00 |
| Sector | IMA UK Equity Income | Min Investment (£) | 0.00 | Total Expense Ratio (%) | 0.00 |
| ISIN | GB00BT9Q2618 | Min Topup (£) | 0.00 | Ongoing Charge (%) | 0.0400 (on 31/07/2020) |
Fund Objective
To generate growth over the long term (5 years or more) by investing in a diversified portfolio of equities (company shares) and bonds (loans to governments or companies).
Fund Managers
Ben Ward
Ben Ward moved to Standard Life Wealth following the acquisition of the Newton private client business in 2013. He manages portfolios for private clients, trusts and pensions and is the lead manager on the Bridge and Phoenix Funds. Ben has over eight years of investment experience building upon his five years as an accountant. Ben graduated from the University of Leicester, holds the Investment Management Certificate, is a Chartered Management Accountant, is an Associate of the Chartered Institute for Securities and Investments and is a CFA Charter holder.
Asset Breakdown
| Name | Weight |
|---|---|
| Asia Pacific Equities | 1.20% |
| Europe ex UK Equities | 16.80% |
| Global Fixed Interest | 3.50% |
| Money Market | 7.30% |
| North American Equities | 35.40% |
| Others | 5.50% |
| UK Equities | 21.20% |
| UK Fixed Interest | 9.10% |
Region Breakdown
| Name | Weight |
|---|---|
| Europe ex UK | 16.80% |
| Global Emerging Markets | 5.50% |
| International | 3.50% |
| Money Market | 7.30% |
| North America | 35.40% |
| Pacific Basin | 1.20% |
| UK | 9.10% |
Sector Breakdown
Top 10 Holdings
| Name | Weight |
|---|---|
| MICROSOFT CORP | 3.60% |
| UK (GOVT OF) 1.5% 2047 | 2.50% |
| AMAZON.COM INC | 2.30% |
| ACTIVISION BLIZZARD | 2.20% |
| MASTERCARD INC | 2.20% |
| ORSTED | 2.20% |
| TAIWAN SEMICONDUCTOR MANUFACTU | 2.20% |
| ACCENTURE PLC | 2.10% |
| COMCAST CORP(NEW) | 2.00% |
| EQUINIX INC | 2.00% |
Please remember that past performance is not a guide of future returns. The value of investments and the income from them can go down as well as up as a result of currency exchange and market fluctuations and investors may not get back the amount originally invested.
Fund data supplied by
