XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
OVERLAYS
Fund
Benchmark
3Y · NAV total return · GBP
Arctic Return Class B USD Hedged: holdings, performance and fees
1Y return+4.5%
3Y return+11.8%
Top 10 holdings
| Holding | Weight |
|---|---|
| Eviny AS 23/28 FRN | 2.1% |
| Tromsø kommune | 1.5% |
| Entra ASA | 1.5% |
| FANA SPAREBANK B FANASP Float 05/10/27 | 1.4% |
| Entra ASA 25/28 FRN | 1.4% |
| Realkredit Danmark A/S 25/28 FRN COVD | 1.3% |
| DFDS A/S 24/27 FRN | 1.3% |
| Electrolux AB 24/27 FRN NOK | 1.2% |
| Nordea Eiendomskredi AS 24/29 FRN C COVD | 1.1% |
| Olav Thon Eiendomsselskap ASA FRN 2028-03-03 | 1.1% |
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
Powered by Claude
FREE PREVIEW
Sign up free to unlock the full AI analysis →
UP—
PREMIUM
PREMIUM
Positives
Risks
600 adviser votes
Upgrade for full forecast →
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