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Overall Morningstar
Rating™
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| What is this?
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As of 2013-05-31 |
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Out of
Long/Short Equity Funds
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| Rating derived from a weighted average of the fund's 3, 5, 10-year rating which are based on risk-adjusted performance. |
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| Day Change |
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$ -0.07 |
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| NAV
(2013-06-19)
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$ 11.91 |
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| YTD Return %
(2013-06-19)
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| 5.68%
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| Total Assets ($ mil) |
| 618 |
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| Growth of $10,000 |
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Fund: |
Aberdeen Equity Long-Short A |
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(from
2003-01-01
to 2013-05-31)
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Category: |
Long/Short Equity |
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Index: |
S&P 500 TR USD |
| Total Annualized Returns % |
1yr, 3yr and 5yr Returns as of 2013-06-19 |
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Inception date: 2001-10-31 |
10yr and Inception Returns as of 2013-05-31 |
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YTD Returns as of 2013-06-19 |
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| The performance quoted represents past performance and does not guarantee future results. The investment return and principal value of an investment will fluctuate thus an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than the performance data quoted herein. For performance data current to the most recent month-end, please call 866-667-9231 or visit www.aberdeen-asset.us. |
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| Asset Allocation |
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| % of Net Assets |
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Cash |
38.5 |
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Stocks |
61.5 |
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Bonds |
0.0 |
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Other |
0.0 |
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Foreign Stocks |
4.4 |
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(as a % of Assets) |
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| Holding Status |
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| Total Number of Stock Holdings |
48 |
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Turnover % |
21 |
| Total Number of Bond Holdings
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0 |
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30 Day SEC Yield %
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--- |
| % of Assets in Top 10 Holdings |
23.94 |
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ending as of
2013-03-31 |
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View Data Definitions
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Data through 2013-05-31 |
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Fund Inception: 2001-10-31 |
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Portfolio Manager (Start Date) |
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Paul Atkinson
(2007-12-31)
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Paul Atkinson is Head of the US Equity Team. Paul joined Aberdeen in 1998 from UBS Ltd., where he was a director in its equity derivatives business. Paul previously worked for Prudential-Bache Ltd in a similar role. Paul graduated with a BSc Econ Hons from Cardiff University and was awarded a MSc Fin from Birkbeck College, University of London. |
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Francis Radano, III
(1999-12-31)
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Radano is an investment manager on the U.S. equity team. He joined Aberdeen as a Senior Investment Manager in October 2007. Prior to that, he was a senior equity analyst employed by NFA since November 1999.
Radano holds the Charted Financial Analyst designation. |
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Jason Kotik
(2000-12-31)
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Jason Kotik is a Senior Investment Manager on the North American Equity Team. Jason joined Aberdeen in 2007 following the acquisition of Nationwide Financial Services’ equity investment management team, where he had served as an assistant portfolio manager and senior equity research analyst since November 2000. Previously, Jason was a financial analyst with Allied Investment Advisors. Prior to that, he was a trading systems administrator with T. Rowe Price Associates. He is a CFA® Charterholder. |
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Douglas Burtnick
(2002-12-31)
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Doug Burtnick is a Senior Investment Manager on the North American Equity Team. Doug joined Aberdeen in 2007 following the acquisition of Nationwide Financial Services’ equity investment management team, where he had served as a portfolio manager since May 2002. Previously, Doug was a portfolio manager and risk manager in the private client group at Brown Brothers Harriman & Company. Prior to that, Doug co-led the Professional Education Group at Barra, Inc. He is a CFA® Charterholder. |
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Ralph Bassett
(2007-12-31)
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Ralph Bassett is an Investment Manager on the North American Equity Team. Ralph joined Aberdeen in 2006 from Navigant Consulting where he worked as a management consultant providing clients analysis and direction on critical business decisions. Previously, Ralph held internships at J.P. Morgan Chase and Boenning and Scattergood, a boutique investment bank. He is a Level III candidate in the CFA® Program. |
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Sales Charge %
(taken from prospectus dated 2013-02-25)
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| Front: |
5.75 |
| Deferred: |
None |
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| Expense Ratio % |
1.69 |
based on net assets
(taken from annual report dated 2012-10-31)
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| Correspondence Information |
Aberdeen Funds
1735 Market Street, 32nd Floor
Philadelphia,
PA
19103
USA |
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