Personal Portfolio Fund- 3

medium Risk

For investors who neither seek nor avoid risk, but are prepared to accept it if this could result in improved long-term returns. close

What it invests in

At least 45% of the fund is invested in equities, which can be more volatile than bonds but potentially produce higher returns, with some exposure to the bond market. 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 17.1%
Invesco S&P 500 ETF 17.1%
Vanguard Emerging Markets GBP 8.1%
UKT 4 03/07/22 8.0%
BlackRock iShares UK Credit Bond Index Fund 7.9%
AXA Sterling UK Credit 7.9%
BlackRock Europe ex UK Index Sub Fund 6.1%
BlackRock Emerging Markets Government Bond Index Fund 3.8%
Cash 3.3%
UKT 1 1/2 07/22/26 2.7%
Total 81.8%
As at 30 SEPTEMBER 2019. Asset allocation could change in future.

Factsheets and other information:

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