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OVERLAYS
Fund
Benchmark
3Y · NAV total return · GBP
DPAM B - Equities World Sustainable V: holdings, performance and fees
1Y return+9.6%
3Y return+33.2%
5Y return+21.7%
OCF (ongoing charge)0.91%
Top 10 holdings
| Holding | Weight |
|---|---|
| NVIDIA CORPORATION | 6.9% |
| ALPHABET INC. | 6.6% |
| AMAZON.COM, INC. | 5.4% |
| SK HYNIX INC. | 4.8% |
| TAIWAN SEMICONDUCTOR MANUFACTURING COMPANY LIMITED | 4.5% |
| MICROSOFT CORPORATION | 4.5% |
| BROADCOM INC. | 3.6% |
| APPLE INC. | 3.4% |
| ANALOG DEVICES, INC. | 2.5% |
| ELI LILLY AND COMPANY | 2.1% |
Top sectors
- Information Technology35.5%
- Financials16.6%
- Industrials11.3%
- Consumer Discretionary9.8%
- Health Care9.2%
Top countries
- North America66.7%
- EMU14.0%
- Rest Of World9.5%
- Europe ex-EMU4.5%
- Japan4.1%
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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