AIGYX – abrdn Real Estate Fund Instl Investment Strategy | Morningstar

Morningstar

Strategy

The investment seeks a high level of current income; capital appreciation is a secondary objective. The fund invests 80% of its net assets (plus the amount of any borrowings for investment purposes) in the securities of issuers which (i) are principally engaged in the real estate industry, (ii) are principally engaged in real estate financing or (iii) control real estate assets with an aggregate estimated value equal to no less than 50% of such issuer's assets. It may invest up to 35% of its net assets in foreign securities. The fund may invest in companies of any market capitalization. It is non-diversified.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
AIGYX	abrdn Real Estate Fund Institutional Class	Institutional	Open			Dec 29, 1998	$34.97M	0.990%	Above Average	$1M	−$2.69M
AIAGX	abrdn Real Estate Fund Class A	Front Load	Open			Dec 30, 2011	$1.20M	1.240%	Average	$1,000	$490,359.64

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