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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 Long-Short Fund seeks to achieve its objective regardless of market conditions through the purchase and short sale of equity securities of U.S. companies of any size. The Fund’s investment team takes long positions in the stocks of companies it believes will increase in value and it sells short the stock of companies it believes will either decline in value or underperform the Fund’s long positions.

 

Aberdeen Equity Long-Short Fund

 

Investing through changing market trends

 

Holdings

TOP HOLDINGS (all classes) as of 11/28/2014
View detailed list of holdings

Holding (Long)Percent 
Comcast Corp3.30% 
Cognizant Technology Solutions3.22% 
CVS Health3.21% 
VERIZON COMMUNICATIONS INC3.12% 
Holding (Short)Percent 
FASTENAL CO-2.89% 
IBM US-2.77% 
FACTSET RESEARCH SYSTEMS INC-2.66% 
NORTHERN TST CORP-2.48% 
The Clorox Co.-2.37% 

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

n/a

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 November 30, 2014

$315.7 million

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