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.

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.


Please note that, as a result of rounding, the figures may not add up to 100%.

Largest Holdings
Vanguard FTSE U.K. All Share Index Fund 16.7%
Invesco S&P 500 ETF 12.5%
xtrackers esg msci emerging markets etf usd   8.1%
axa sterlng uk credit   8.1%
blackrock ishares uk credit bond index fund  7.0%
xtrackers msci usa etf (esg) 6.8%
ubam - global high yield solution   6.4%
blackrock europe ex-uk index sub fund    5.1%
0.75 uk treasury 23 (37492152) ()  3.5%
Xtrackers MSCI Japan ETF (ESG) 3.5%
Total 77.7%
The fund will mainly be invested in collective investment schemes that are index-tracking rather than actively managed.

Factsheets and other information:

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