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Personal Portfolio Fund- 1

Lower Risk

For investors willing to accept a small degree of risk in order to get a relatively stable return. close

What it invests in

At least 70% of the fund is invested in bonds, which are usually less volatile than shares, with some exposure to equities. Our investment managers actively select a mix of assets – equities and bonds – and regions – developed and emerging markets – best suited to the fund. It gains market exposure through direct holdings in UK government bonds and passive vehicles for other assets.

 

Largest Holdings
AXA Smart Beta Credit Bond Fund 15.5%
iShares UK Credit Bond Index Fund 14.5%
UKT 2 07/22/20 14.1%
Source Markets Plc - S&P 500 UCITS ETF 7.5%
UKT 4 03/07/22 7.2%
Vanguard FTSE All-Share Index Unit Trust 7.0%
UKT 0 1/2 07/22/22 4.9%
Cash 4.8%
UKT 1 1/2 07/22/26 4.4%
UKT 4 1/4 09/07/39 4.1%
Total 84.0%
As at 30 September 2018. Asset allocation could change in future.

Factsheets and other information:

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