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OVERLAYS
Fund
Benchmark
3Y · NAV total return · GBP
Blackrock ACS2 FUTUREWISE 2023-27 X1 GBP ACC: holdings, performance and fees
1Y return+8.5%
3Y return+30.7%
OCF (ongoing charge)0.02%
Top 10 holdings
| Holding | Weight |
|---|---|
| ACS NORTH AMERICA ESG INSIGH CX1FD | 20.1% |
| FIDELITY SUST USD CRP BD PA MLT FC | 15.2% |
| FIDELITY GL CORP BD RS ENH PAB UCI | 13.2% |
| FIDELITY GL GOV BD CLIMATE AWARE U | 11.0% |
| FIDELITY SUST EUR CRP BD PA MLT FC | 7.5% |
| FIDELITY ESG USD EM BOND UCITS ETF | 6.1% |
| FIDELITY SUST CLIMATE BOND GBP HDG | 4.4% |
| FIDELITY EM EQUITY RESEARCH ENH UC | 3.5% |
| FIDELITY GL HY CRP BD RS ENH PAB U | 3.0% |
| BLK ICS GBP LIQ AGENCY DIS | 3.0% |
Top sectors
- Other34.1%
- Corporates25.8%
- Sovereign10.8%
- Technology9.7%
- Financials6.5%
Top countries
- Europe65.1%
- North America24.5%
- Emerging Markets3.5%
- Japan2.6%
- Cash & Cash Equivalent2.4%
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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