Mutual Funds - Latest Summary ( 14 Funds, 50 Classes )


Aberdeen US Small Cap Equity Fund

Small-Cap > Core

GNSRX rank - 435 of 433

The fund seeks capital appreciation in the long term by investing in small-size companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in securities issued by U.S. small-ca

YTD
7.94%
2024
15.39%

Aberdeen Global Infrastructure Fund

NA > NA

AIAFX rank - 55 of 62

The fund seeks primarily capital appreciation and secondarily current income by investing in companies across any size outside the United States.

The sub-adviser’s investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the resea

YTD
-100%
2024
-4.77%

Aberdeen Global Equity Fund

Large-Cap > Core

GLLAX rank - 57 of 64

The fund seeks capital appreciation in the long term by investing in companies across any size outside the United States.

The sub-adviser’s investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in secu

YTD
2.53%
2024
0%

Aberdeen Dynamic Dividend Fund

NA > NA

ADAVX rank - 68 of 90

The fund seeks high current dividend income and total return by investing in companies across any size outside the United States.

The sub-adviser’s investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

The strategy seeks high current

YTD
-100%
2024
3.56%

Aberdeen Emerging Markets Fund

NA > NA

GEGAX rank - 352 of 446

The fund seeks capital appreciation in the long term by investing in companies across any size outside the United States.

The fund prefers a multi-manager investing approach with the aim of reducing volatility and downside risk.

The fund manages assets with the help of two sub-advisers namely Aberdeen Standard Investments (Asia) Limited and Aberdeen Asset Managers Limited.

YTD
-100%
2024
8.58%

The fund seeks primarily capital appreciation in the long term and secondarily current income by investing in companies across any size outside the United States.

The sub-adviser’s investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

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YTD
0%
2024
0%

Aberdeen Global Equity Impact Fund

Large-Cap > Core

JETAX rank - 73 of 111

The fund seeks capital appreciation in the long term by investing in companies located throughout the world including the U.S.

The sub-adviser’s investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

The investment team invests in sec

YTD
4.01%
2024
-0.84%

Aberdeen International Sustainable Leaders Fund

Large-Cap > Core

BJBIX rank - 122 of 111

The fund seeks capital appreciation in the long term by investing in companies across any size outside the United States.

The sub-adviser’s investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

The fundamental, bottom-up investment p

YTD
-100%
2024
14.5%

Aberdeen International Small Cap Fund

Small-Cap > Core

WVCCX rank - 102 of 103

The fund seeks capital appreciation in the long term by investing in small-size companies outside the United States.

The sub-adviser’s investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

According to the investment team, a company

YTD
4.3%
2024
6.63%

Aberdeen International Equity Fund

Large-Cap > Core

GIGAX rank - 90 of 111

The fund seeks capital appreciation in the long term by investing in companies outside the United States.

The sub-advisor’s investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team focuses on companies located in

YTD
-100%
2024
3.55%

Aberdeen China A Share Equity Fund

NA > NA

GOPAX rank - 0 of 38

The fund seeks capital appreciation in the long term by investing in companies across any size in mainland China.

The sub-adviser’s investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

The fund will include investments in exchange-t

YTD
-5.31%
2024
4.29%

Aberdeen Realty Income & Growth Fund

NA > NA

AIAGX rank - 125 of 175

The fund seeks primarily a high level of current income and secondarily capital appreciation by investing in companies across any size in the United States.

The sub-adviser’s investment process is designed to highlight companies that are engaged in the real estate industry and financing or control real estate assets with an aggregate estimated value equal to no less than 50% of

YTD
1.87%
2024
-3.34%

Aberdeen U.S. Sustainable Leaders Fund

Multi-Cap > Core

GXXAX rank - 0 of 313

The fund seeks capital appreciation in the long term by investing in companies across any size in the United States.

The fundamental, bottom-up investment process starts by identifying companies in the benchmark index that exhibit improving prospects and attractive valuations.

The investment team also considers environmental, social and governance factors when assessing inve

YTD
-100%
2024
14.04%

Aberdeen U.S. Sustainable Leaders Smaller Companies Fund

Large-Cap > Core

AELSX rank - 515 of 527

The fund seeks capital appreciation in the long term by investing in small-and mid-size companies in the United States.

The fundamental, bottom-up investment process focuses on sustainable businesses and the company's ESG performance. In addition, meeting with company management is a key part of the research process.

The research team then focuses on companies on the bas

YTD
-100%
2024
15.4%
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