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OVERLAYS
Fund
Benchmark
3Y · NAV total return · GBP
MI Brewin Dolphin Investment Funds - MI Select Managers Alternatives Fund Institutional Accumulation Shares: holdings, performance and fees
1Y return+13.7%
3Y return+37.8%
OCF (ongoing charge)0.14%
Top 10 holdings
| Holding | Weight |
|---|---|
| WISDOMTREE METAL SECURITIES LIMITED - WISDOMTREE CORE PHYSICAL GOLD UNHEDGED ACC GBP | 7.5% |
| XTRACKERS IE PHYSICAL GOLD ETC SECURITIES | 7.5% |
| ISHARES PHYSICAL GOLD GBP HEDGED ETC | 6.8% |
| INVESCO PHYSICAL MARKETS PLC - INVESCO PHYSICAL GOLD ETC A GBP | 6.1% |
| PIONEER TRUST 0% MTN 06/09/34 GBP100000 | 6.1% |
| LUMYNA MW TOPS GLOBAL TITANS UCITS A HEDGED ACC GBP | 3.8% |
| FULCRUM INCOME CLASS F DIS GBP | 3.6% |
| UNITED KINGDO TSY 4.125% 29Jan27 | 3.6% |
| WISDOMTREE MULTI ASSET ISSUER PLC - WISDOMTREE ENHANCED COMMODITY CARRY GBP | 3.6% |
| MAN CREDIT OPPORTUNITIES ALTERNATIVE INF H ACC GBP | 3.2% |
Top sectors
- Money Market47.8%
- Unit Trusts16.4%
- Real Estate15.8%
- Corporate Bonds10.6%
- Exchange Traded Funds (ETF)4.9%
Top countries
- Ireland28.6%
- USA19.2%
- UK12.0%
- Luxembourg11.5%
- Jersey7.6%
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