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 U.K. All-Share Index Fund 11.9%
Fidelity Index UK Fund 11.9%
Invesco S&P 500 ETF 13.0%
Vanguard Emerging Markets GBP 11.1%
iShares S&P 500 ETF 13.0%
BlackRock Europe ex UK Index Sub Fund 8.0%
BlackRock Emerging Markets Government Bond Index Fund 5.7%
BlackRock iShares UK Credit Bond Index Fund 4.4%
AXA Sterling UK Credit  4.4%
UKT 4 03/07/22 3.5%
Total 87.0%
As at 30 SEPTEMBER 2019. Asset allocation could change in future.

Factsheets and other information:

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