Aberdeen Equity Long-Short A

  Overview

MLSAX is the Recipe ID for this portfolio recipe

This Recipe ID appears in the scatterplots and comparisons below.

• For how to compare portfolio recipes based on risk and return, see the article "How to Choose"
• For how to invest by buying the underlying portfolio ingredients, see the article "How to Invest"
• For how to keep the mix of ingredients up-to-date, see the article "How to Rebalance Your Portfolio"

Portfolio Recipe Provider   Aberdeen (www.aberdeen-asset.com)

Description   Aberdeen Equity Long-Short A gives investors access to a tactical, hedged portfolio that uses long-short approach. This portfolio is a mutual fund and implements a particular asset allocation approach that is directed by the fund manager.

Category   Tactical: Managed

Ingredients Used   This portfolio invests in equities using a long-short approach.

Peer Group   Tactical: Managed. See How to Invest, below. You can see how this portfolio has performed compared to its peers by clicking on any "Rank: Group" link in the Compare sections, below.

Methodology   This portfolio is a mutual fund and its holdings are determined by the fund's manager, Aberdeen. The investment seeks long-term capital appreciation. The fund will invest at least 80% of the value of its net assets, plus any borrowings for investment purposes, in equity securities of companies that are organized under the laws of, or have their principal office in the United States, have their principal securities trading market in the United States, alone or on a consolidated basis derive the highest concentration of their annual revenue or earnings or assets from goods produced, sales made or services performed in the United States; and/or issue securities denominated in the currency of the United States. You may consult www.aberdeen-asset.com for details on how this manager chooses particular assets for inclusion in this fund.

Cost

• Since this is a mutual fund, you can purchase this directly through your broker using the ticker MLSAX. See How to Invest, below.
• Fund fees. The manager of this fund charges a percentage of assets under management as its fee.
• Additional fees. If a financial adviser purchases this fund on your behalf, they may also charge a fee.

  How to Invest

You can invest in this portfolio by buying the ticker symbol "MLSAX" at your favorite brokerage.

  How to Rebalance

You do not need to adjust the composition of this portfolio. While the underlying assets in this portfolio may change, the portfolio manager handles the details of buying and selling these underlying asset ingredients.

  Compare: Total Return

for period ending December 31, 2024

  Compare: Risk vs. Return

for period ending December 31, 2024

 

  Compare: Risk & Volatility

for period ending December 31, 2024