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
Vanguard FTSE U.K. All-Share Index Fund 15.9%
Fidelity Index UK Fund 15.9%
Invesco S&P 500 ETF 16.8%
iShares S&P 500 ETF 16.9%
Vanguard Emerging Markets GBP 15.0%
BlackRock Europe ex UK Index Sub Fund 10.0%
BlackRock iShares Japan Index Fund 4.1%
Cash 3.5%
BlackRock iShares Pacific Index Fund 1.9%
Total 100.0%
As at 30 SEPTEMBER 2019. Asset allocation could change in future.

Factsheets and other information:

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