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 All-Share Index Unit Trust 16.8%
Fidelity Index UK Fund 16.8%
Source Market Plc - S&P 500 UCITS ETF 16.8%
iShares Core S&P 500 UCITS ETF 16.7%
Vanguard Emerging Markets Stock Index Fund 13.0%
BlackRock Europe ex UK Index Fund 11.1%
BlackRock Japan Index Fund 7.7%
BlackRock Pacific Rim Index Fund 2.0%
Cash 0.5%
Total 101.2%
As at 30 September 2018. Asset allocation could change in future.

Factsheets and other information:

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