
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:
-
KIID Personal Portfolio 4 Fund A Class - PPF - Feb 2019
-
KIID Personal Portfolio 4 Fund B Class - PPF - Feb 2019
-
2017-18 PPF4 UK Tax Information - PPF - 2016
-
2018-19 PPF4 UK Tax Information - PPF - 2017
-
Supplement Personal Portfolio 4 Fund - PPF - 2019
-
Supplement-Personal-Portfolio-4-Fund
Size: 254 KB Download Supplement-Personal-Portfolio-4-Fund -
Holdings Personal Portfolio 4 Fund - PPF - Q3 2019.pdf
-
Fund Factsheet Personal Portfolio 4 Fund A Share Class - PPF - Oct 2019
-
Excess reportable income explained - Equator ICAV - 2018
-
Prospectus-Equator-ICAV
Size: 856 KB Download Prospectus-Equator-ICAV -
Unaudited Semi Annual Report and Accounts - Equator ICAV - 2017
-
Annual Report and Accounts - Equator ICAV - 2016
-
Unaudited Semi Annual Report and Accounts - Equator ICAV - 2018
-
Remuneration Policy - Equator ICAV - 2016
Size: 106 KB Download Remuneration Policy - Equator ICAV - 2016 -
Annual Report And Accounts - Equator ICAV - 2017
-
Prospectus Equator ICAV - Equator ICAV - 2019
-
Equator ICAV 2018 Annual Report and Audited Accounts
-
2019-20 Equator ICAV UK Tax Information - YE 2018