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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.

 

10 Largest Holdings
iNVESCO S&P 500 ETF 17.2%
VANGUARD FTSE U.K. ALL SHARE INDEX FUND 16.4%
FIDELITY INDEX UK FUND 15.0%
XTRACKERS ESG MSCI EMERGING MARKETS ETF USD 15.0%
BLACKROCK EUROPE EX-UK INDEX SUB FUND 8.9%
ISHARES S&p 500 ETF 8.5%
XTRACKERS MSCI USA ETF (ESG) 7.4%
XTRACKERS MSCI JAPAN ETF (ESG) 4.5%
CASH 3.8%
BLACKROCK ISHARES PACIFIC INDEX FUND 1.9%
Total 98.7%
THE FUND WILL MAINLY BE INVESTED IN COLLECTIVE INVESTMENT SCHEMES THAT ARE INDEX-TRACKING RATHER THAN ACTIVELY MANAGED.

Factsheets and other information:

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