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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.

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.

 

Please note that, as a result of rounding, the figures may not add up to 100%.

10 Largest Holdings
INVESCO S&P 500 ETF 13.0%
VANGUARD FTSE U.K ALL SHARE INDEX FUND 12.0%
FIDELITY INDEX UK FUND 11.6%
xtrackers esg msci emerging markets etf usd 11.3%
XTRACKERS MSCI USA ETF (ESG) 8.3%
BLACKROCK EUROPE EX-UK INDEX SUB FUND   7.2%
UBAM - GLOBAL HIGH YIELD SOLUTION  5.4%
BlackRock iShares UK Credit Bond Index Fund  5.0%
 ISHARES S&P 500 ETF     4.7%
AXA STERLING UK CREDIT 4.0%
Total 82.5%
THE FUND WILL MAINLY BE INVESTED IN COLLECTIVE INVESTMENT SCHEMES THAT ARE INDEX-TRACKING RATHER THAN ACTIVELY MANAGED.

Factsheets and other information:

Personal Portfolio Fund 5 - higher risk 

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