We’re updating the fund description of the SL abrdn Global Balanced Growth Pension Fund

The SL abrdn Global Real Estate Pension Fund invests primarily in the abrdn Global Real Estate Fund. The aim of the abrdn Global Real Estate Fund is summarised below.

The fund aims to generate income and some growth over the long term (5 years or more) by investing in global commercial property markets. The fund’s Performance Target is to generate a return of 5% p.a. over three year periods, after charges. The Performance Target is the level of performance that the management team hopes to achieve for the fund. There is however no certainty or promise that they will achieve the Performance Target. The Manager believes this is an appropriate target for the fund based on the investment policy of
the fund and the constituents of the index. The fund invests at least 80% in global commercial property and property-related equities (company shares) with the potential for up to 100% to be held in commercial property at any time. The fund may also invest indirectly in commercial property through investment vehicles such as quoted and unquoted property companies or funds (including those managed by abrdn). The fund may also invest in money-market instruments, and cash.

The value of any investment can fall as well as rise and is not guaranteed – you may get back less than was paid in.

The SL abrdn Global Real Estate Pension Fund invests primarily in the abrdn Global Real Estate Fund. The aim of the abrdn Global Real Estate Fund is summarised below.

The fund aims to generate income and some growth over the long term (5 years or more) by investing in global commercial property markets.

In view of the fund not being managed with reference to a benchmark and no relevant benchmark for both global direct and listed property that can be utilised, performance should be assessed against the fund’s investment objective of generating income and some growth by investing in global commercial property markets.

The fund invests at least 80% in global commercial property and property-related equities (company shares).

The fund will target an allocation of 45% investment in direct property; 45% investment in listed property shares and 10% money market instruments (including cash) which may vary as a result of factors such as investor subscriptions and redemptions and/ or market conditions that could result in a rise or fall of property valuations, both direct and listed.

Investment in global property related equities (including Emerging Markets) is achieved through investment in listed closed ended REITs and listed companies engaged in real estate and real estate related activities.

The fund may also invest in other funds (including those managed by abrdn), short term government bonds, money market instruments and cash.

The value of any investment can fall as well as rise and is not guaranteed – you may get back less than was paid in.

The SL abrdn Global Real Estate Life Fund invests primarily in the abrdn Global Real Estate Fund. The aim of the abrdn Global Real Estate Fund is summarised below.

The fund aims to generate income and some growth over the long term (5 years or more) by investing in global commercial property markets. The fund’s Performance Target is to generate a return of 5% p.a. over three year periods, after charges. The Performance Target is the level of performance that the management team hopes to achieve for the fund. There is however no certainty or promise that they will achieve the Performance Target. The Manager believes this is an appropriate target for the fund based on the investment policy of the fund and the constituents of the index. The fund invests at least 80% in global commercial property and property-related equities (company shares) with the potential for up to 100% to be held in commercial property at any time. The fund may also invest indirectly in commercial property through investment vehicles such as quoted and unquoted property companies or funds (including those managed by abrdn). The fund may also invest in money-market instruments, and cash.

The value of any investment can fall as well as rise and is not guaranteed – you may get back less than was paid in.

The SL abrdn Global Real Estate Life Fund invests primarily in the abrdn Global Real Estate Fund. The aim of the abrdn Global Real Estate Fund is summarised below.

The fund aims to generate income and some growth over the long term (5 years or more) by investing in global commercial property markets.

In view of the fund not being managed with reference to a benchmark and no relevant benchmark for both global direct and listed property that can be utilised, performance should be assessed against the fund’s investment objective of generating income and some growth by investing in global commercial property markets.

In view of the fund not being managed with reference to a benchmark and no relevant benchmark for both global direct and listed property that can be utilised, performance should be assessed against the fund’s investment objective of generating income and some growth by investing in global commercial property markets.

The fund invests at least 80% in global commercial property and property-related equities (company shares).

The fund will target an allocation of 45% investment in direct property; 45% investment in listed property shares and 10% money market instruments (including cash) which may vary as a result of factors such as investor subscriptions and redemptions and/ or market conditions that could result in a rise or fall of property valuations, both direct and listed.

Investment in global property related equities (including Emerging Markets) is achieved through investment in listed closed ended REITs and listed companies engaged in real estate and real estate related activities.

The value of any investment can fall as well as rise and is not guaranteed – you may get back less than was paid in.

The fund may also invest in other funds (including those managed by abrdn), short term government bonds, money market instruments and cash.