Aberdeen Investments launches three Enhanced Index Article 8 funds, taking its popular strategy to a wider audience
21 January 2026Aberdeen Investments has today proudly 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.
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.
John McCareins, Chief Client Officer, Aberdeen Investments says: "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 over twenty investment professionals average almost two decades experience and currently manage £110.2bn assets under management (AUM) across the investments business as at 31 December 2025.
Nick Millington, Head of Systematic Index Solutions - Enhanced Index, at Aberdeen Investments says: ”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.
Nick concludes, "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.”
Ends
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Yoosof Farah
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Notes to editors
About Aberdeen
Aberdeen Investments is a specialist asset manager that focuses on areas where we have both strength and scale across public and private markets, including credit, specialist equities and real assets.
Our teams collaborate across regions, asset classes and specialisms, connecting diverse perspectives and working with clients to identify investment opportunities that suit their needs.
As at 31 December 2025, Aberdeen Investments managed c.£390.4bn on behalf of clients, including insurance companies, sovereign wealth funds, independent wealth managers, pension funds, platforms, banks and family offices.
www.aberdeeninvestments.com
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A summary of investor rights can be found in English on our website - https://www.aberdeenplc.com/legal. Any decision to invest should take into account all objectives of the fund. To help you understand each fund and for a full explanation of risks and the overall risk profile of the fund and the shareclasses within it, please refer to the Key Investor Information Documents available in the local language, and Prospectus available in English, which are available on our website www.aberdeeninvestments.com. The Prospectus also contains a glossary of key terms used in this document. The Fund Management company may terminate arrangements for marketing the fund under the Cross-border Distribution Directive denotification process. Th Fund concerns the acquisition of units or shares in a fund, and not in a given underlying asset such as a building or shares of a company
The information contained in this marketing document is intended to be of general interest only and should not be considered as an offer, investment recommendation or solicitation to deal in the shares of any securities or financial instruments. Subscriptions for shares in the fund may only be made on the basis of the latest Prospectus, relevant Key Investor Information Document (KIID) or Key Information Document (KID) as applicable, together with the latest audited annual report (and subsequent unaudited interim report, if published) and in the case of UK investors, the Supplementary Information (SID) for the fund which provides additional information as well as the risks of investing. These may be obtained free of charge from the Fund Management company abrdn Investments Luxembourg S.A. 35a, Avenue J.F. Kennedy, L-1855 Luxembourg, on www.aberdeeninvestments.com
Specific risks of funds in the Equity Enhanced index SICAV range
Equity risk:
The fund invests in equity and equity related securities. These are sensitive to variations in the stock markets which can be volatile and change substantially in short periods of time.
ESG Investment Risk:
Applying ESG and sustainability criteria in the investment process may result in the exclusion of securities within the fund's benchmark or universe of potential investments. The interpretation of ESG and sustainability criteria is subjective meaning that the fund may invest in companies which similar funds do not (and thus perform differently) and which do not align with the personal views of any individual investor.
Derivatives risk:
The use of derivatives carries the risk of reduced liquidity, substantial loss and increased volatility in adverse market conditions, such as a failure amongst market participants. The use of derivatives may result in the fund being leveraged (where market exposure and thus the potential for loss by the fund exceeds the amount it has invested) and in these market conditions the effect of leverage will be to magnify losses.
The additional risk below applies only to the US fund only due to the single country exposure
Concentration risk:
A concentrated portfolio may be more volatile and less liquid than a more broadly diversified one. The fund's investments are concentrated in a particular country or sector, or closely related group of industries or sectors.
Issued by abrdn Investments Luxembourg S.A. 35a, Avenue J.F. Kennedy, L-1855 Luxembourg. R.C.S. B120637. Authorised in Luxembourg and regulated by CSSF.