Personal Portfolio Fund- 4
medium to higher Risk
For investors who are comfortable with the risk of long periods of poorer performance in order to achieve potentially higher long-term returns. close
What it invests in
At least 65% 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 | 13.1% |
| Fidelity Index UK Fund | 12.8% |
| iShares S&P 500 ETF | 11.9% |
| Invesco S&P 500 ETF | 11.8% |
| Vanguard Emerging Markets GBP | 10.9% |
| BlackRock Europe ex UK Index Sub Fund | 7.0% |
| Cash | 5.0% |
| BlackRock Emerging Markets Government Bond Index Fund | 4.6% |
| BlackRock iShares UK Credit Bond Index Fund | 3.8% |
| AXA Sterling UK Credit Bond Fund | 3.8% |
| Total | 84.6% |
| As at 31 March 2019. Asset allocation could change in future. | |
Factsheets and other information:
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Fund Factsheet Personal Portfolio 4 Fund A Share Class - PPF - Mar 2019
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Holdings Personal Portfolio 4 Fund - PPF - Q1 2019
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KIID Personal Portfolio 4 Fund A Class - PPF - Feb 2019
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KIID Personal Portfolio 4 Fund B Class - PPF - Feb 2019
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2017-18 PPF4 UK Tax Information - PPF - 2016
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2018-19 PPF4 UK Tax Information - PPF - 2017
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Supplement Personal Portfolio 4 Fund - PPF - 2019
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Excess reportable income explained - Equator ICAV - 2018
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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
