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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
UKT 4 03/07/22 14.0%
BlackRock iShares UK Credit Bond Index Fund 12.6%
AXA Sterling UK Credit 12.5%
UKT 2 07/22/20 10.2%
Vanguard FTSE All-Share Index Unit Trust 7.1%
Cash 6.7%
Invesco S&P 500 ETF 5.9%
UKT 0 1/2 07/22/22 5.3%
UKT 1 1/2 07/22/26 4.8%
UKT 4 1/4 09/07/39 4.7%
Total 83.8%
As at 31 March 2019. Asset allocation could change in future.

Factsheets and other information:

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