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OVERLAYS
Fund
Benchmark
3Y · NAV total return · GBP
DPAM B Equities NewGems Sustainable: holdings, performance and fees
1Y return+14.3%
3Y return+52.0%
5Y return+34.0%
OCF (ongoing charge)1.79%
Top 10 holdings
| Holding | Weight |
|---|---|
| NVIDIA CORPORATION | 7.7% |
| ALPHABET INC. | 5.6% |
| AMAZON.COM, INC. | 5.6% |
| TAIWAN SEMICONDUCTOR MANUFACTURING COMPANY LIMITED | 4.7% |
| BROADCOM INC. | 4.0% |
| VISA INC. | 4.0% |
| MICROSOFT CORPORATION | 3.6% |
| SK HYNIX INC. | 2.4% |
| CASELLA WASTE SYSTEMS, INC. | 2.0% |
| CONTEMPORARY AMPEREX TECHNOLOGY CO., LIMITED | 2.0% |
Top sectors
- Information Technology40.4%
- Communication Services12.3%
- Consumer Discretionary12.0%
- Financials11.7%
- Industrials9.4%
Top countries
- North America68.2%
- Rest Of World14.5%
- Europe ex-EMU8.3%
- EMU7.8%
- Cash1.3%
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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