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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. 

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.

 

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

10 Largest Holdings
iNVESCO S&P 500 ETF 16.6%
VANGUARD FTSE U.K. ALL SHARE INDEX FUND 15.8%
XTRACKERS ESG MSCI EMERGING MARKETS ETF USD 15.4%
FIDELITY INDEX UK FUND    15.4%
XTRACKERS MSCI USA ETF (ESG)  10.4%
BLACKROCK EUROPE EX-UK INDEX SUB FUND  9.1%
 ISHARES S&p 500 ETF   6.3%
XTRACKERS MSCI JAPAN ETF (ESG) 5.3%
CASH 2.4%
BLACKROCK ISHARES PACIFIC INDEX FUND 2.0%
Total 98.7%
THE FUND WILL MAINLY BE INVESTED IN COLLECTIVE INVESTMENT SCHEMES THAT ARE INDEX-TRACKING RATHER THAN ACTIVELY MANAGED.

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