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OVERLAYS
Fund
Benchmark
3Y · NAV total return · GBP
Av GM Mixed Pension AP: holdings, performance and fees
1Y return+14.8%
3Y return+40.1%
5Y return+37.4%
Top 10 holdings
| Holding | Weight |
|---|---|
| AVIVA INVESTORS MULTI-STRATEGY TARGET RETURN CLASS 8 | 3.0% |
| HSBC HOLDINGS PLC | 1.8% |
| ASTRAZENECA PLC | 1.6% |
| NVIDIA CORPORATION | 1.6% |
| APPLE INC. | 1.4% |
| SHELL PLC | 1.1% |
| MICROSOFT CORPORATION | 0.9% |
| ROLLS-ROYCE HOLDINGS PLC | 0.9% |
| UNILEVER PLC | 0.9% |
| AMAZON.COM, INC. | 0.7% |
Top sectors
- Other30.1%
- Technology13.4%
- Financials12.5%
- Industrials8.7%
- Health Care6.2%
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