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At a glance

Taking the global approach. Our Global share fund invests in shares across different countries and regions, to spread your risk whilst aiming for higher returns.

This fund has some sustainability characteristics due to being responsibly invested. Sustainable investment labels help UK investors find funds that have a specific sustainability goal. This fund doesn't have a UK sustainable investment label because it doesn't have a specific sustainability goal.


Download key information

Highlights

Dynamically managed

Adjusts how much is invested in each region based on our latest research and insights.

Aims for higher growth

Higher potential to grow your money in the longer term.

All done for you

Managed for you by our dedicated team of investment experts.

How your money's invested

This fund provides the greatest geographic diversity of all our funds and invests 100% in funds with higher potential returns but with higher level of risk (like shares).

Our experts review this mix regularly considering the economic outlook for each geographic region.

Typical mix

  • 60% North America
  • 12% Europe (excluding UK)
  • 6% Japan
  • 4% UK
  • 18% The rest, other areas including emerging markets

Remember, the value of investments can go up and down, so you may get back less money than you put in. Tax depends on your individual circumstances and the regulations may change in the future.

Where your money's invested

Invests in shares across different countries and regions, giving you real geographic diversity.

Here's the detail at 31 March 2025.

Key:
Higher riskShares (emerging markets): 16%
Higher riskShares (UK): 7%
Higher riskReal estate investment trusts: 0%
Higher riskShares (overseas developed): 77%
Higher riskBonds (emerging markets): 0%
Higher riskBonds (high yield): 0%
Lower riskGlobal corporate bonds: 0%
Lower riskUK corporate bonds: 0%
Lower riskGlobal government bonds: 0%
Lower riskUK Government bonds (Gilts): 0%
Lower riskShort maturity bonds: 0%
Lower riskCash: 0%

Higher risk

  • 16% - Shares (emerging markets)
  • 7% - Shares (UK)
  • 0% - Real estate investment trusts
  • 77% - Shares (overseas developed)
  • 0% - Bonds (emerging markets)
  • 0% - Bonds (high yield)

Lower risk

  • 0% - Cash
  • 0% - Short maturity bonds
  • 0% - UK Government bonds (Gilts)
  • 0% - Global government bonds
  • 0% - UK corporate bonds
  • 0% - Global corporate bonds

How the fund invests

Your money is invested in a group of funds, rather than directly in stocks and shares. This is known as a fund of funds.

The following is up-to-date as of 31 March 2025.

Amount investedFund
18.3%abrdn Evolve American Equity Fund
17.8%iShares MSCI USA ESG Enhanced UCITS ETF
17.9%iShares US Equity ESG Index Fund
15.8%iShares MSCI Emerging Markets ESG ETF
9.7%iShares Continental European Equity ESG Fund
7.9%abrdn Evolve Asia Pacific ex-Japan Equity Index Fund
7.0%abrdn Evolve UK Equity Fund
3.9%L&G Future World ESG North America Index Fund
1.0%iShares MSCI Japan ESG Enhanced ETF

Amount investedRegion
58.0%North America
16.0%Emerging Markets
10.0%Europe (Excluding UK)
8.0%Asia (Excluding Japan)
7.0%UK
1.0%Japan
How the fund is invested

What you could've earned already

The graph below gives you an indication of how much you could've earned, after charges, if you had invested £10,000 in this approach five years ago. Remember, past performance isn't a reliable guide to future performance.

The following is up-to-date as of 31 March 2025.


Key:
£7.5k
£10k
£12.5k
£15k
17.5k
  • Mar-20: £10,000
    Mar-20: £10,000
    2020
  • Apr-20: £10,741
    Apr-20: £10,661
  • May-20: £11,202
    May-20: £11,180
  • Jun-20: £11,617
    Jun-20: £11,646
  • Jul-20: £11,509
    Jul-20: £11,450
  • Aug-20: £11,846
    Aug-20: £11,750
  • Sep-20: £11,841
    Sep-20: £11,833
  • Oct-20: £11,658
    Oct-20: £11,622
  • Nov-20: £12,806
    Nov-20: £12,773
  • Dec-20: £13,189
    Dec-20: £13,246
  • Jan-21: £13,239
    Jan-21: £13,229
    2021
  • Feb-21: £13,272
    Feb-21: £13,277
  • Mar-21: £13,560
    Mar-21: £13,651
  • Apr-21: £13,904
    Apr-21: £14,056
  • May-21: £13,850
    May-21: £14,045
  • Jun-21: £14,177
    Jun-21: £14,373
  • Jul-21: £13,905
    Jul-21: £14,088
  • Aug-21: £14,256
    Aug-21: £14,515
  • Sep-21: £14,165
    Sep-21: £14,337
  • Oct-21: £14,206
    Oct-21: £14,436
  • Nov-21: £14,114
    Nov-21: £14,312
  • Dec-21: £14,413
    Dec-21: £14,597
  • Jan-22: £13,873
    Jan-22: £14,192
    2022
  • Feb-22: £13,687
    Feb-22: £13,972
  • Mar-22: £14,066
    Mar-22: £14,276
  • Apr-22: £13,810
    Apr-22: £14,046
  • May-22: £13,804
    May-22: £14,083
  • Jun-22: £13,135
    Jun-22: £13,351
  • Jul-22: £13,580
    Jul-22: £13,871
  • Aug-22: £13,741
    Aug-22: £14,028
  • Sep-22: £12,920
    Sep-22: £13,093
  • Oct-22: £12,778
    Oct-22: £13,125
  • Nov-22: £13,625
    Nov-22: £14,142
  • Dec-22: £13,492
    Dec-22: £13,840
  • Jan-23: £14,118
    Jan-23: £14,550
    2023
  • Feb-23: £13,974
    Feb-23: £14,295
  • Mar-23: £13,849
    Mar-23: £14,283
  • Apr-23: £13,930
    Apr-23: £14,291
  • May-23: £13,824
    May-23: £14,094
  • Jun-23: £13,945
    Jun-23: £14,316
  • Jul-23: £14,309
    Jul-23: £14,760
  • Aug-23: £13,936
    Aug-23: £14,347
  • Sep-23: £13,987
    Sep-23: £14,447
  • Oct-23: £13,456
    Oct-23: £13,937
  • Nov-23: £14,091
    Nov-23: £14,592
  • Dec-23: £14,687
    Dec-23: £15,187
  • Jan-24: £14,845
    Jan-24: £15,292
    2024
  • Feb-24: £15,354
    Feb-24: £16,055
  • Mar-24: £15,841
    Mar-24: £16,582
  • Apr-24: £15,622
    Apr-24: £16,177
  • May-24: £15,742
    May-24: £16,556
  • Jun-24: £16,398
    Jun-24: £17,046
  • Jul-24: £16,289
    Jul-24: £17,047
  • Aug-24: £16,242
    Aug-24: £17,083
  • Sep-24: £16,481
    Sep-24: £17,127
  • Oct-24: £16,730
    Oct-24: £17,468
  • Nov-24: £17,347
    Nov-24: £18,329
  • Dec-24: £17,257
    Dec-24: £18,162
  • Jan-25: £17,925
    Jan-25: £18,920
    2025
  • Feb-25: £17,219
    Feb-25: £18,558
  • Mar-25: £16,303
    Mar-25: £17,389
2020 2025

March 2020 to
March 2021
March 2021 to
March 2022
March 2022 to
March 2023
March 2023 to
March 2024
March 2024 to
March 2025
This fund35.6%3.9%-1.5%14.6%3.0%
Benchmark*36.5%4.6%0.1%16.1%4.9%
*The fund aims to beat the performance of its benchmark (MSCI All Countries World GBP - a measure of global share market returns), after charges, measured over any three-year period. The fund changed its investment strategy and benchmark on 30 September 2023. Performance shown up until that date relates to the previous strategy and benchmark.

The ongoing charge changed from 0.75% to 0.45% on 6 January 2024. The performance shown is based on the current annual charge, with adjustments made to prior years to reflect the current charging structure for this fund

Source Lipper, total return (income reinvested).

Key information

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