Personal Portfolio Fund- 2

Lower to medium Risk

For investors willing to accept a modest degree of risk in order to achieve better returns. close

What it invests in

At least half of the fund invests 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 gilts and passive vehicles for other assets.


Largest Holdings
Vanguard FTSE U.K All-Share Index Fund 12.3%
UKT 4 03/07/22 11.4%
Invesco - S&P 500 ETF 14.1%
BlackRock iShares UK Credit Bond Index Fund 10.1%
AXA Sterling UK Credit  10.1%
BlackRock Europe ex UK Index Sub Fund 5.1%
UKT 1 1/2 07/22/26 4.3%
Vanguard Emerging markets GBP 4.1%
UKT 4 1/4 09/07/39 4.1%
Total 79.5%
As at 30 SEPTEMBER 2019. Asset allocation could change in future.

Factsheets and other information:

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