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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
Source Markets Plc - S&P 500 UCITS ETF 13.8%
Vanguard FTSE All-Share Index Unit Trust 13.1%
Fidelity Index UK Fund 12.7%
iShares Core S&P 500 UCITS ETF 12.2%
Vanguard Emerging Markets Stock Index Fund 9.5%
BlackRock Europe ex UK Index Fund 8.5%
BlackRock Japan Index Fund 5.4%
AXA Smart Beta Credit Bond Fund 5.3%
iShares UK Credit Bond Index Fund 4.3%
UBP Global High Yield Solution Capitalisation Fund 3.6%
Total 88.3%
As at 30 September 2018. Asset allocation could change in future.

Factsheets and other information:

Personal Portfolio Fund 5 - higher risk 

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