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 All-Share Index Unit Trust 18.1%
Source Market Plc - S&P 500 UCITS ETF 17.7%
AXA Smart Beta Credit Bond Fund 9.0%
iShares UK Credit Bond Index Fund 8.0%
UKT 2 07/22/20 7.1%
Vanguard Emerging Markets Stock Index Fund 7.0%
BlackRock Europe ex UK Index Fund 6.0%
BlackRock Japan Index Fund 4.7%
UBP Global High Yield Solution Capitalisation Fund 4.1%
UKT 4 03/07/22 3.6%
Total 85.2%
As at 30 September 2018. Asset allocation could change in future.

Factsheets and other information:

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