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Aberdeen Equity Long-Short Fund

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Investment Objective

The Fund seeks long-term capital appreciation.

Investment Strategy

The Fund invests in U.S. equity securities of any size and seeks to achieve its objective through the purchase and short sale of securities. With a long position, the Fund purchases a stock outright; with a short position, the Fund sells a security that it does not own and must borrow to meet its settlement obligations.

Holdings

TOP HOLDINGS (all classes) as of 04/30/2013
View detailed list of holdings

Holding (Long)Percent 
PFIZER3.07% 
KRAFT FOODS GROUP INC2.69% 
Praxair Com2.51% 
ITC Hldgs Corp2.46% 
Holding (Short)Percent 
Northrop Grumman-2.38% 
Campbell Soup Co.-2.20% 
Illinois Tool Works-1.92% 
Paccar Com-1.87% 
PATTERSON-UTI ENERGY INC-1.74% 

Risk Considerations

There are special risks associated with selling securities short. A short position will lose value as the security's price increases. Theoretically, the loss on a short sale can be unlimited.

The use of leverage will also increase market exposure and magnify risk.

Equity stocks of small and mid-cap companies carry greater risk, and more volatility than equity stocks of larger, more established companies.

Please read the prospectus for more detailed information regarding these risks.

 

Key Facts

Class A Inception Date

Dec 31, 1997

Ticker

Class AMLSAX
Class CMLSCX
Institutional**GGUIX
Inst. Svc.**AELSX

CUSIP

Class A003020377
Class C003020351
Institutional**003020336
Inst. Svc.**003020328

Redemption Fee

2.00% applied within 90 Days

Minimum Initial Investment

$1,000 Classes A, C
$1,000 IRA: Classes A, B, C
$1,000,000 Institutional
$1,000,000 Institutional Service

Total Net Assets (all classes)

as of April 30, 2013

$613.0 million

** Only certain investors are eligible to purchase shares of these classes.

 
 
 
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© Aberdeen Asset Management

Investors should carefully consider a fund’s investment objectives, risks, fees, charges and expenses before investing any money. To obtain this and other fund information, please call 866-667-9231 to request a summary prospectus and/or prospectus, or download at www.aberdeen-asset.us. Please read the summary prospectus and/or prospectus carefully before investing any money.

Aberdeen Funds and Aberdeen Investment Funds are distributed by Aberdeen Fund Distributors LLC, 1735 Market Street, 32nd Floor, Philadelphia, PA 19103, Member FINRA and SIPC. Past performance is no guarantee of future results.

Aberdeen Investment Funds

For the equity funds:
The information provided represents the performance and commentary from the predecessor advisor and was created prior to Aberdeen Asset Management Inc.’s (“Aberdeen”) management of this Fund. Effective May 22, 2013, the Aberdeen Global Equity team assumed management responsibility for the Fund. Please refer to the prospectus for more information regarding management of the Fund.

For the fixed income funds:
The information provided represents the performance and commentary from the predecessor advisor and was created prior to Aberdeen’s management of this Fund. Please refer to the prospectus for more information regarding management of the Fund.

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Investing in mutual funds involves risk, including possible loss of principal. There is no assurance that the investment objective of any fund will be achieved.