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OVERLAYS
Fund
Benchmark
3Y · NAV total return · GBP
Strategic Australian Equity: holdings, performance and fees
1Y return+19.4%
3Y return+49.8%
5Y return+59.9%
Top 10 holdings
| Holding | Weight |
|---|---|
| BHP GROUP LIMITED | 9.5% |
| WESTPAC BANKING CORPORATION | 7.5% |
| COMMONWEALTH BANK OF AUSTRALIA | 6.7% |
| AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED | 6.1% |
| NATIONAL AUSTRALIA BANK LIMITED | 5.7% |
| WOODSIDE ENERGY GROUP LTD | 4.4% |
| RIO TINTO LTD | 3.3% |
| MACQUARIE GROUP LIMITED | 3.0% |
| QBE INSURANCE GROUP LIMITED | 2.8% |
| WESFARMERS LIMITED | 2.0% |
Top sectors
- Financials ex REITs36.8%
- Materials28.7%
- Energy9.2%
- Industrials8.0%
- Consumer Discretionary5.0%
Top countries
- Australian Equity98.8%
- Cash0.9%
- International Equity0.3%
Holdings, sector and country weightings and performance as reported by FE fundinfo. Weightings are a percentage of the portfolio and may not sum to 100.
AI FORECAST · 12-MONTH
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This is an illustrative, model-generated scenario based on stated assumptions. It is not a prediction, a forecast of actual returns, or investment advice. Outcomes may differ materially. Past performance is not a guide to future returns. Capital is at risk.
PORTFOLIO BREAKDOWN