• Aberdeen International Sustainable Leaders Fund

Aberdeen

  • International
  • Large-Cap
  • Core

Aberdeen International Sustainable Leaders Fund

BJBIX

Summary

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 process starts by identifying foreign companies that exhibit superior and improving prospects.

The investment team also considers environmental, social and governance factors when assessing investment opportunities and this analysis forms an integral part of the quality rating for all companies.

Then the More

Price

Last Close

$23.18 ( -0.51 )

52 Week HL

$36.28 - $22.48

Net Assets

$137.98 M

Expense Ratio

2.77 %

Sector Allocation

Dec 31, 2020

Top 10 Holdings

Dec 31, 2020

Company Name

  • 44

Holding

Company Name

  • Total

Holding

  • 0%

Documents

Prospectus

Summary

Fact Sheet

Q4 2021

Q3 2021

Q2 2021

Annual Reports

Website

Link

Performance

YTD

-31.2 %

3 Year

-5.29%

5 Year

-12.96%

Best

76.91%
1999

Worst

-43.84%
2008

Returns +
Quarterly

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Q1 -18.5% -3.1% -23.6% 11.5% -1.5% 15.2% 2.9% 1.1% 2.8% 3.8% -
Q2 -9.1% 9.8% 18.7% -1.1% -2.6% 6.5% 3.9% -1.1% 4.9% -0.6% -
Q3 - 0.8% 10.8% 1.8% 0.2% 3.3% 3.7% -15.2% -4.8% 6.8% -
Q4 - 1.6% 15.8% 2.8% -10.1% 4% -4% - -7.4% 1.9% -

Returns +
Monthly

J F M A M J J A S O N D
2022 -13.9% -4.8% -0.6% -9.7% -6.4% - - - - - - -
2021 -2% -1.1% - 4.9% 3.3% 1.4% 2.8% 4.4% -6.1% 3.6% -4.2% 2.3%

+
Annual

    2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
    0%29%16%29%-6%19%8%-1%14%29%0%

Alpha

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
BJBIX -31%9%16%17%-15%32%7%-15%-5%12%15%
S&P 500 -29%16%29%-6%19%8%-1%14%29%-
Alpha -31%-20%1%-11%-9%13%-2%-15%-19%-17%15%

BJBIX S&P 500

Chart +