Aberdeen Investments said it has launched three new Article 8 funds, incorporating World, American and European Equity Enhanced Index funds within a Luxembourg domiciled SICAV vehicle.
“These launches extend from Aberdeen’s popular World, American and European Equity Enhanced Index OEIC funds bringing the strategy, which combines the benefits of active and passive equity investing, to investors outside the UK,” said the firm.
“The Funds will be available for distribution in Austria, Belgium, Denmark, Finland, France, Germany, Ireland, Italy, Luxembourg, Netherlands, Norway, Portugal, Singapore, Spain, Sweden, Switzerland and the UK.
“They will have an ongoing fund charge (OCF) of 0.25% (World, European), and 0.2% (US) for investors outside the UK.
“Enhanced index portfolios blend active and passive approaches, aiming to modestly outperform benchmarks with diversified exposure to core equity markets, through a quantitative, data-led strategy.”
Aberdeen Investments manages £390 billion on behalf of clients including insurance companies, sovereign wealth funds, independent wealth managers, pension funds, platforms, banks and family offices. Aberdeen Group plc has assets under management and administration (AUMA) of £556 billion.
John McCareins, Chief Client Officer, Aberdeen Investments, said: “Demand for cost effective equity solutions isn’t going away – but it will evolve. Investors in the UK and overseas are increasingly looking for strategies that can capture more of the market’s upside while maintaining the transparency and efficiency they value in passive investing. Having run these systematic strategies in the UK for over ten years, it is the right time to take this heritage to a global market.
“Enhanced Index is one of our areas of focus in 2026, reflecting both the scale of the opportunity, and the long-term confidence our clients have placed in this approach.”
Aberdeen’s Quant team of 20-plus investment professionals average almost two decades experience and currently manage £110.2 billion of assets under management (AUM).
Nick Millington, Head of Systematic Index Solutions – Enhanced Index, at Aberdeen Investments, said: ”Our systematic, rules-based Enhanced Index investment process targets consistent outcomes by focussing on drivers of return, while managing unintended risk and bias.
“A key differentiator in our strategy is the dynamic management of macro and thematic risks, such as AI and oil price shocks. Our proprietary platform allows us to identify and mitigate unintended exposures to these risks. This provides us the opportunity to add incremental returns without large deviations from the benchmark.”
“Our funds focus on an active return with low tracking error. Within those parameters, we target companies with strong Value, Quality, and Momentum characteristics. That is, well-run companies that are not overpriced, and are supported by the market with a rising share price …
“Each style – enhanced index, passive, and active – has its place depending on investor needs. Sometimes all three are included in a portfolio. Enhanced index allows investors to blend active and passive in one allocation.”