Multi-Asset: How the inflation riddle could affect markets
The debate around inflation remains live and centres on whether, if at all, the dynamics of price pressures have altered in recent years.
Increased correlation between equities and bonds means traditional Multi-Asset Funds might fail to provide sufficient diversification in down markets.
Traditional asset classes are sensitive to economic cycles. Listed alternatives such as real estate, infrastructure and special opportunities are less tied to economic cycles and so offer diversification potential.
Listed alternatives can offer more stable and diversified sources of income than traditional market assets.
Enjoy stable and repeatable monthly income of approximately 5.0% p.a. [1]
Diversified sources of income from a wide range of Listed Alternatives.
Capture investment opportunities that previously were hard to access but are now listed and liquid.
abrdn SICAV I - Diversified Income Fund invests in Equities, Listed Alternatives and Fixed Income to deliver the following:
[1] Source: abrdn, 30 September 2023. Based on annualized yield of A MInc USD share class, historical average over October 2022 to September 2023. Annualised Yield = (Dividend per share/Price (ex-dividend)) x 12 (months) x 100%. Aims at monthly distribution. Dividends are not guaranteed and may be paid out of investment income, capital gains or capital at the discretion of the Board of Directors. Any dividends paid and distributed out of the Fund’s capital will result in an immediate reduction of the Fund’s Net Asset Value per share. Past dividends are not a guide to future dividends.
[2] Cash deposits are measured by US Secured Overnight Financing Rate (‘’SOFR‘’). Return objective is gross of annual management charge. This is an internal performance target which the Investment Manager aims to achieve as at the date of this document. This target is not based on past performance, may be subject to change and cannot be guaranteed. Investors should always refer to the investment objective and restrictions as stated in the latest prospectus.
[3] Source: abrdn, 30 September 2023. Based on annualized yield of A MInc USD share class, historical average over October 2022 to September 2023. Annualised Yield = (Dividend per share/Price (ex-dividend)) x 12 (months) x 100%. Aims at monthly distribution. Dividends are not guaranteed and may be paid out of investment income, capital gains or capital at the discretion of the Board of Directors. Any dividends paid and distributed out of the Fund’s capital will result in an immediate reduction of the Fund’s Net Asset Value per share. Past dividends are not a guide to future dividends.
[4] Source: abrdn, 30 September 2023.