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OVERLAYS
Fund
Benchmark
3Y · NAV total return · GBP
Aktien: holdings, performance and fees
1Y return+16.1%
3Y return+50.4%
5Y return+44.9%
OCF (ongoing charge)1.49%
Top 10 holdings
| Holding | Weight |
|---|---|
| NVIDIA CORPORATION | 7.8% |
| APPLE INC. | 6.1% |
| ALPHABET INC. | 5.8% |
| MICROSOFT CORPORATION | 4.6% |
| AMAZON.COM, INC. | 4.1% |
| BROADCOM INC. | 2.5% |
| META PLATFORMS, INC. | 2.3% |
| JPMORGAN CHASE & CO. | 1.7% |
| TESLA, INC. | 1.6% |
| WALMART INC. | 1.1% |
Top sectors
- Technology44.2%
- Industrials10.0%
- Pharmaceuticals9.3%
- Retail7.7%
- Others6.9%
Top countries
- USA75.5%
- Others8.4%
- UK2.7%
- Switzerland2.7%
- Japan2.7%
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.
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