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Personal Portfolio Fund- 5

higher Risk

For investors who are focused on investments that could provide much higher long-term returns and are very comfortable with long periods of poor performance in order to achieve this. close

What it invests in

At least 90% of the fund is invested in equities, which can be more volatile than bonds but potentially produce higher returns, with some cash. 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 passive investment vehicles.

 

Largest Holdings
Fidelity Index UK Fund 17.5%
Vanguard FTSE All-Share Index Fund 16.5%
iShares S&P 500 ETF 16.3%
Invesco S&P 500 ETF 16.2%
Vanguard Emerging Markets GBP 14.4%
BlackRock Europe ex UK Index Sub Fund 9.1%
BlackRock iShares Japan Index Fund 7.0%
BlackRock iShares Pacific Index Fund 2.1%
Cash 0.8%
Total 100.0%
As at 31 December 2018. Asset allocation could change in future.

Factsheets and other information:

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