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OVERLAYS
Fund
Benchmark
3Y · NAV total return · GBP
AU60PER85903: holdings, performance and fees
1Y return+20.3%
3Y return+17.2%
OCF (ongoing charge)0.80%
Top 10 holdings
| Holding | Weight |
|---|---|
| COMMONWEALTH BANK OF AUSTRALIA | 7.2% |
| BHP GROUP LIMITED | 6.3% |
| GOODMAN GROUP | 5.0% |
| COBRAM ESTATE OLIVES LIMITED | 4.8% |
| WASHINGTON H SOUL PATTINSON & COMPANY LIMITED | 4.4% |
| RIO TINTO LTD | 4.1% |
| WESTPAC BANKING CORPORATION | 3.9% |
| CSL LIMITED | 3.2% |
| FLUTTER ENTERTAINMENT PLC | 3.0% |
| NEWMONT CORPORATION | 2.8% |
Top countries
- AU85.4%
- Other6.1%
- GB4.2%
- NZ2.4%
- SE0.7%
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.
PORTFOLIO BREAKDOWN