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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 All-Share Index Unit Trust 14.6%
Source Market Plc - S&P 500 UCITS ETF 13.6%
AXA Smart Beta Credit Bond Fund 11.8%
iShares UK Credit Bond Index Fund 10.8%
UKT 2 07/22/20 8.9%
BlackRock Europe ex UK Index Fund 5.0%
UKT 4 03/07/22 4.5%
UBP Global High Yield Solution Capitalisation Fund 4.1%
UKT 0 1/2 07/22/22 3.7%
Vanguard Emerging Markets Stock Index Fund 3.5%
Total 80.4%
As at 30 September 2018. Asset allocation could change in future.

Factsheets and other information:

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