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 Fund 17.6%
Invesco S&P 500 ETF 16.7%
AXA Sterling UK Credit 9.3%
BlackRock iShares UK Credit Bond Index Fund 8.2%
Vanguard Emerging Markets Stock GBP 7.6%
UKT 2 07/22/20 7.2%
BlackRock Europe ex UK Index Fund 5.0%
BlackRock iShares Japan Index Fund 4.1%
UKT 4 03/07/22 3.7%
BlackRock Emerging Markets Government Bond Index Fund 3.1%
Total 82.4%
As at 31 December 2018. Asset allocation could change in future.

Factsheets and other information:

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