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
1.75% UK Treasury 2022 25.0%
BlackRock iShares UK Credit Bond Index Fund 14.0%
AXA Sterling UK Credit 13.9%
Vanguard FTSE All-Share Index Unit Trust 6.0%
Xtrackers MSCI USA ETF (ESG) 4.3%
UKT 1 1/2 07/22/26 4.3%
BlackRock Europe Ex-UK Index Sub Fund 4.0%
4.5% UK Tresury 2042 4.0%
Invesco MSCI Universal Screen ETF 3.7%
UKT 4 1/4 06/07/32 3.6%
Total 82.9%
As at 31 December 2019. Asset allocation could change in future.

Factsheets and other information:

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