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Standard Life North American Equity

Equity

Equity North America

The Standard Life North American Equity is an passively managed pension fund which has made a return of 55.5% over the past 3 years (as of 19 May 2026).

The Standard Life Screened American Equity Index Fund invests fully in the ACS I abrdn Evolve American Equity Index Fund. The fund aims to generate growth over the long term (5 years or more) by tracking the return of the MSCI USA Select ESG Climate Solutions Target Index. The fund has a performance target that aims to match the return of the MSCI USA Select ESG Climate Solutions Target Index (before charges). The performance target is the level of performance that the management team hopes to achieve for the fund. There is however no certainty or promise that they will achieve the performance target. abrdn believes this is an appropriate target for the fund based on the investment policy of the fund and the constituents of the Index. The fund will invest at least in equities (company shares) and equity related securities (such as depositary receipts) of companies that make up the MSCI USA Select ESG Climate Solutions Target Index. The fund will typically invest directly but may also invest indirectly when deemed appropriate in order to meet its objective. Indirect investment may be achieved via derivatives. The fund does not make extensive use of derivatives. In addition a set of company exclusions are applied which are related to controversial weapons, coal, tobacco and very severe controversies. The fund may also invest in other funds (including those managed by abrdn), money-market instruments, and cash. These investments may not comply with the sustainable approach applied by the Index. Income received by the fund will be reinvested and reflected in the unit price of the fund.

The fund aims to provide long term growth and is designed for investors who are looking for exposure to the North American equity markets. The fund invests predominantly in the shares of companies listed on the US stock markets and is actively managed by our investment team, who will select stocks to try to take advantage of opportunities they have identified.

StatusOpen for Investment
Fund size€606M
SFDRArticle 8
ManagerAberdeen Investments: Quantitative Index Solutions
FocusAmerican

Risk rating

1

2

3

4

5

6

7

820.00

EUR

+280.17 (+51.90%) past 3 year

Performance data last updated: 19 May 2026
Asset Split

Information Technology

28.0%

Consumer Discretionary

13.7%

Communication Services

11.6%

Health Care

11.3%

Financials

11.0%

Industrials

9.7%

Other

4.0%

Consumer Staples

4.0%

Utilities

3.7%

Energy

3.0%

Top Holdings
#1
MICROSOFT 8.2

MICROSOFT

#2
ALPHABET 6.5

ALPHABET

#3
APPLE 6.1

APPLE

#4
AMAZON 5.2

AMAZON

#5
META PLATFORMS CLASS A 2.9

META

#6
MASTERCARD 2.5

MASTERCARD

#7
ABBVIE 2.5

ABBVIE

#8
CHARLES SCHWAB 2.3

CHARLES SCHWAB

#9
UNITED HEALTHCARE 2.2

UNITED HEALTHCARE

#10
BANK OF AMERICA 2.1

BANK OF AMERICA

Asset Breakdown
US

North American Equities

97.00%

Other

1.50%

Cash

1.40%

Fund insights

Detailed information extracted from the fund factsheet.

Underlying fund: ACS I abrdn Evolve American Equity Index Fund

Managed by Aberdeen Investments

Derivatives

The fund will typically invest directly but may also invest indirectly when deemed appropriate in order to meet its objective. Indirect investment may be achieved via derivatives. The fund does not make extensive use of derivatives. The fund can use derivatives in order to meet its investment objective or to protect from price and currency movements.

ESG & sustainability

The Fund is classified as Article 8 under the EU’s Sustainable Finance Disclosure Regulation (“SFDR”). Article 8 funds are those that promote social and/or environmental characteristics, invest in companies that follow good governance, give binding commitments but do not have a sustainable investment objective. A minimum of of the Fund’s assets are aligned with social and/or environmental characteristics. The Fund invests a maximum of of assets in the “Other” category, which include cash, money market instruments and derivatives and investments that are not aligned with social and/or environmental characteristics. Aberdeen Investments, the Investment Manager of the fund, integrates sustainability risks and opportunities into its research, analysis and investment decision-making process. Aberdeen Investments believes that the consideration of sustainability risks and opportunities of a company can have a material impact on a company’s competitive position and future success and as such on long-term investment returns for investors. Aberdeen Investments' ESG integration requires, in addition to its inclusion in the investment decision making process, appropriate monitoring of sustainability considerations in risk management, portfolio monitoring, engagement and stewardship activities. Aberdeen Investments also engages with policymakers on ESG and stewardship matters. Combining the integration of sustainability risks and opportunities with broader monitoring and engagement activities may affect the value of investments and therefore returns.

Exclusions
controversial weapons
coal
tobacco
Investment themes
ESG
Climate Solutions

Frequently asked questions

Common questions about Standard Life North American Equity.

The Standard Life Screened American Equity Index Fund invests fully in the ACS I abrdn Evolve American Equity Index Fund. It primarily holds equities and equity-related securities of companies in the MSCI USA Select ESG Climate Solutions Target Index, so it is focused on US-listed stocks with an ESG and climate solutions screen. It may also hold other funds, money-market instruments and cash, and may use derivatives only in a limited way.

The Standard Life Screened American Equity Index Fund aims to track the MSCI USA Select ESG Climate Solutions Target Index. It applies exclusions for controversial weapons, coal, tobacco and very severe controversies, so some companies in the broader US market are deliberately left out. The fund also follows Aberdeen Investments' ESG integration process, which means sustainability factors are considered alongside financial analysis.

The Standard Life Screened American Equity Index Fund aims to generate growth over the long term, which the factsheet defines as 5 years or more. It is a passive fund that seeks to match the return of its index before charges, rather than trying to outperform it. Investors should be comfortable with stock market ups and downs, because equity values can move sharply over short periods.

The Standard Life Screened American Equity Index Fund is exposed mainly to equity risk, currency risk, counterparty risk, liquidity risk and derivative use. Equity risk means share prices can rise and fall significantly, while currency risk means exchange-rate moves can affect returns when investments are not in the investor's home currency. Because the fund is concentrated in US equities, it may be more volatile than a more broadly diversified fund.

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Standard Life North American Equity

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