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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Fund Factsheet Personal Portfolio 3 Fund A Share Class - PPF - Oct 2018
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Holdings Personal Portfolio 3 Fund - PPF - Q3 2018
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KIID Personal Portfolio 3 Fund A Class - PPF - 2018
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KIID Personal Portfolio 3 Fund B Class - PPF - 2018
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Supplement Personal Portfolio 3 Fund - PPF - 2017
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2017-18 PPF3 UK Tax Information - PPF - 2016
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2018-19 PPF3 UK Tax Information - PPF - 2017
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Excess reportable income explained - Equator ICAV - 2018
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Prospectus Equator ICAV - Equator ICAV - 2017
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Unaudited Semi Annual Report and Accounts - Equator ICAV - 2017
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Annual Report and Accounts - Equator ICAV - 2016
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Unaudited Semi Annual Report and Accounts - Equator ICAV - 2018
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Remuneration Policy - Equator ICAV - 2016
Size: 106 KB Download Remuneration Policy - Equator ICAV - 2016 -
Annual Report And Accounts - Equator ICAV - 2017
