Aberdeen Group Plc

ISIN GB00BF8Q6K64

 | 

WKN A2N7PB

Market cap (in EUR)
4,213 m
Country
United Kingdom
Sector
Finance
Dividend yield
7.31%
 

Overview

Quote

Description

Aberdeen Group Plc is a global investment company, which engages in the provision of asset management and savings solutions. It operates through the following business segments: Investments, Adviser, Interactive Investor (ii), and Other. The Investments segment involves global asset management and provision of related solutions. The Adviser segment includes the United Kingdom financial business and platform services. The ii segment refers to the direct investing platform, financial planning business, and discretionary fund management. The Corporate segment relates to the Finimize, digital innovation group, and certain corporate costs. The company was founded in 1825 and is headquartered in Edinburgh, the United Kingdom.
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Finance Investment Services United Kingdom

Chart

Financials

Key metrics

Market capitalisation, EUR 4,213 m
EPS, EUR -
P/B ratio 0.7
P/E ratio 11.2
Dividend yield 7.31%

Income statement (2024)

Revenue, EUR 1,783 m
Net income, EUR 280 m
Profit margin 15.71%

What ETF is Aberdeen Group Plc in?

There are 17 ETFs which contain Aberdeen Group Plc. All of these ETFs are listed in the table below. The ETF with the largest weighting of Aberdeen Group Plc is the Amundi Prime UK Mid and Small Cap UCITS ETF DR GBP (D).
ETF Weight Investment focus Fund size (in m EUR)
Xtrackers FTSE 250 UCITS ETF 1D 1.19%
Equity
United Kingdom
Mid Cap
34
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating 0.00%
Equity
World
Multi-Asset Strategy
855
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing 0.00%
Equity
World
Multi-Asset Strategy
14
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing 0.00%
Equity
World
Multi-Asset Strategy
63
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating 0.00%
Equity
World
Multi-Asset Strategy
640
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating 0.00%
Equity
World
Multi-Asset Strategy
187
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing 0.00%
Equity
World
Social/Environmental
483
Vanguard FTSE 250 UCITS ETF (GBP) Accumulating 1.20%
Equity
United Kingdom
Mid Cap
738
Amundi Prime UK Mid and Small Cap UCITS ETF DR GBP (D) 1.90%
Equity
United Kingdom
Mid Cap
184
Vanguard FTSE 250 UCITS ETF Distributing 1.20%
Equity
United Kingdom
Mid Cap
1,760
iShares STOXX Europe 600 Financial Services UCITS ETF (DE) 0.85%
Equity
Europe
Financials
76
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing 0.01%
Equity
World
Multi-Factor Strategy
139
Vanguard ESG Developed Europe All Cap UCITS ETF (EUR) Distributing 0.05%
Equity
Europe
Social/Environmental
30
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating 0.01%
Equity
World
Multi-Factor Strategy
755
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing 0.00%
Equity
World
Multi-Asset Strategy
86
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing 0.00%
Equity
World
Multi-Asset Strategy
34
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating 0.00%
Equity
World
Multi-Asset Strategy
84

Performance

Returns overview

YTD +34.12%
1 month -2.98%
3 months +4.59%
6 months +6.05%
1 year +33.33%
3 years -2.56%
5 years -29.85%
Since inception (MAX) -57.14%
2024 -17.48%
2023 -4.63%
2022 -25.52%
2021 -11.31%

Monthly returns in a heat map

Risk

Risk metrics in this section:
 
  • Volatility, annualised, measured for 1, 3 and 5 year periods. The annualised volatility reflects the degree of price fluctuations during a one year period. The higher the volatility, the more significantly the price of the asset (stock, ETF, etc.) has changed in the past. Assets with higher volatility are generally considered more risky. We calculate the volatility based on the data for the past 1, 3 and 5 years so that you can see if price fluctuations for the ETF became stronger or weaker over time.
  • Return per risk for 1, 3 and 5 year periods. This is the annualised (i.e. converted to a one year period) past return divided by the past annualised volatility. The metric puts the historical return of an asset in relation to its historical risk and gives you a retrospective indication of the degree of price fluctuation you had to bear with in order to obtain the return. We calculate this parameter for 1, 3 and 5 year periods to display its evolution over time.
  • Maximum drawdown for a period. This shows the worst possible loss an investor could have suffered during the respective period, by first buying and subsequently selling the asset at the least favourable prices. For example, if there was the following sequence of daily ETF prices: 10€, 5€, 12€, 20€, an investor would have suffered the worst loss by buying for 10€ and subsequently selling for 5€. Therefore in this case the maximum drawdown would be (5€ - 10€)/10€ = -50%.
ETF returns include dividend payments (if applicable).
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Risk overview

Volatility 1 year 33.24%
Volatility 3 years 34.34%
Volatility 5 years 37.43%
Return per risk 1 year 1.00
Return per risk 3 years -0.03
Return per risk 5 years -0.18
Maximum drawdown 1 year -29.77%
Maximum drawdown 3 years -45.29%
Maximum drawdown 5 years -61.58%
Maximum drawdown since inception -79.67%

Rolling 1 year volatility

— Data provided by Trackinsight, etfinfo, Xignite Inc., gettex, FactSet and justETF GmbH.

Quotes are either real-time (gettex) or 15 minutes delayed stock exchange quotes or NAVs (daily published by the fund provider). By default, ETF returns include dividend payments (if applicable). There is no warranty for completeness, accuracy and correctness for the displayed information.