XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
OVERLAYS
Fund
Benchmark
3Y · NAV total return · GBP
ECHIQUIERFUND - Echiquier Artificial Intelligence K: holdings, performance and fees
1Y return+28.5%
3Y return+112.2%
5Y return+30.7%
OCF (ongoing charge)1.10%
Top 10 holdings
| Holding | Weight |
|---|---|
| TSMC ADR | 7.0% |
| ALPHABET INC. | 6.4% |
| AMAZON.COM, INC. | 5.8% |
| AMD | 5.1% |
| MICROSOFT CORPORATION | 4.8% |
| BROADCOM CORP | 4.7% |
| NVIDIA CORPORATION | 4.1% |
| ASML HOLDING N.V. | 3.8% |
| MARVEL TECHNOLOGY | 3.6% |
| META | 3.6% |
Top sectors
- IT76.3%
- Comm. Serv.10.1%
- Cons. discr.7.5%
- Industry3.9%
- Utilities1.2%
Top countries
- USA71.6%
- TWN11.7%
- NLD6.6%
- KOR5.5%
- GBR1.7%
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
Powered by Claude
FREE PREVIEW
Sign up free to unlock the full AI analysis →
UP—
PREMIUM
PREMIUM
Positives
Risks
600 adviser votes
Upgrade for full forecast →
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