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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
INVESCO S&P 500 ETF 12.9%
VANGUARD FTSE U.K ALL SHARE INDEX FUND 12.7%
FIDELITY INDEX UK FUND 11.7%
Vanguard Emerging Markets GBP 11.0%
BLACKROCK EUROPE EX-UK INDEX SUB FUND 9.5%
ISHARES S&P 500 ETF 6.1%
XTRACKERS MSCI USA ETF(ESG) 5.9%
BlackRock EMERGING MARKETS GOVERNMENT BOND INDEX FUND 5.8%
AXA Sterling UK Credit  4.5%
BLACKROCK ISHARES UK CREDIT BOND INDEX FUND 4.4%
Total 84.6%
As at 31 DECEMBER 2019. Asset allocation could change in future.

Factsheets and other information:

Personal Portfolio Fund 5 - higher risk 

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