Aberdeen Mutual Fund
Aberdeen offers variety of mutual funds. The mutual funds include bond fund, stock fund, and balanced fund. Aberdeen provides diversified sectors of funds such as U.S., European, Asian, and global securities fund. Some of the best Aberdeen mutual funds are Aberdeen Total Return Bond Fund, Aberdeen International Equity fund, Aberdeen Emerging Markets fund, etc.Aberdeen also provides an investment ad. The ad is titled as “On the ground, around the world. Aberdeen Global Fixed Income.” Find the fund review below. Whether it is good for your brokerage account, or retirement account or 401(k) account; you need to find out the investment risks or rewards.
The investment ad can be found below:
On the ground, around the world.
Aberdeen Global Fixed Income
Entering any bond market isn’t without its risks.
So it matters who you put in the driver’s seat.
Aberdeen is on the frontier of this global bond universe.
With a worldwide network of over 150 fixed-income specialists, we meet issuers first hand, we analyze capital structures, we assess risks and we only invest when we like and fully understand what we see.
It’s intensive work. But it’s how we seek to capture an information advantage in this diverse and expanding asset class.
So if you think it’s time to take fixed income further, it could be time to consider Aberdeen.
For more information please visit aberdeen-asset.us/fixedincome
Aberdeen
Simply asset management.
Please remember that investing involves risk, including possible loss of principal. Fixed income securities are subject to certain risks including, but not limited to: interest rate (changes in interest rates may cause a decline in the market value of an investment), credit (changes in the financial condition of the issuer, borrower, counterparty, or underlying collateral), prepayment (debt issuers may repay or refinance their loans or obligations earlier than anticipated), and extension (principal prepayments may not occur as quickly as anticipated). Foreign securities are more volatile, harder to price and less liquid than U.S. securities. They are subject to different accounting and regulatory standards, and political and economic risks. These risks may be enhanced in emerging market countries. Diversification does not ensure a profit or protect against a loss in a declining market.
World Bond Fund
The objective of this Aberdeen Global Fixed Income fund is to maximize total investment return, consistent with prudent investment management, consisting of a combination of interest income, currency gains and capital appreciation. It invests in fixed-income securities of U.S. and foreign issuers.Morningstar analysts rank the class A (CUGAX) and class C (CGBCX) with 2-stars rating. The Institutional Class (AGCIX) and Institutional Service (CGFIX) is rated with 3-stars. The total net assets are $21.7 million. The annual expense ratio is 1.05%. It has 1.44% dividend yield.
The CGFIX fund has YTD return of 0.69%. It has 1-year total return of 2.12%, 3-year total return of 2.05% and 10-year total return of 3.97%. Since the inception in 1990, it has recorded 20 years of positive return and 3 year of negative return. The highest was in 2003 with 14.47%.
As of the end of 2013, the top ten holdings are Government of Japan (3.6%), Government of France (2.5%), Bundesobligation (2.2%), Republic of Italy (2.1%), Japan-105 (1.7%), Government of Canada (1.6%) and Singapore Government (1.5%). The top sector is Finance (16.2%) and Industrial (12.8%).
Investing Advice
- Try to avoid Class A fund. It has a high sales load.
- Performance wise has been great as well for any period time (5 years or 10 years).
- It has low assets and high expense fee.
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