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OVERLAYS
Fund
Benchmark
3Y · NAV total return · GBP
Developed World Lower Carbon ESG Tilt Equity Index Fund - Income S: holdings, performance and fees
1Y return+26.6%
3Y return+68.4%
5Y return+78.2%
OCF (ongoing charge)0.14%
Top 10 holdings
| Holding | Weight |
|---|---|
| MICROSOFT CORPORATION | 7.2% |
| VISA INC. | 6.3% |
| JOHNSON & JOHNSON | 6.2% |
| CISCO SYSTEMS, INC. | 4.6% |
| NVIDIA CORPORATION | 3.1% |
| APPLE INC. | 2.6% |
| MITSUBISHI UFJ FINANCIAL GROUP, INC. | 2.1% |
| INTEL CORPORATION | 2.0% |
| ALPHABET INC. | 1.6% |
| MERCK & CO INC(NEW) | 1.6% |
Top sectors
- Technology25.9%
- Financials20.8%
- Industrials12.2%
- Health Care11.3%
- Telecommunications9.2%
Top countries
- United States66.8%
- Japan6.6%
- Other Locations5.6%
- United Kingdom4.2%
- Canada3.5%
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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