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OVERLAYS
Fund
Benchmark
3Y · NAV total return · GBP
Egerton Capital Equity I Hedged USD: holdings, performance and fees
1Y return+11.1%
3Y return+68.2%
Top 10 holdings
| Holding | Weight |
|---|---|
| ROLLS-ROYCE HOLDINGS PLC | 6.8% |
| VISA INC. | 6.8% |
| AIA GROUP LIMITED | 5.4% |
| ALPHABET INC. | 5.4% |
| ENERGY TRANSFER LP | 5.1% |
| MOODY`S CORPORATION | 3.7% |
| ASML HOLDING NV | 3.2% |
| BANCO BILBAO VIZCAYA ARGENTARIA SOCIEDAD ANONIMA | 3.1% |
| CARPENTER TECHNOLOGY CORP | 2.9% |
| LINDE PUBLIC LIMITED COMPANY | 2.9% |
Top sectors
- Financials35.1%
- Industrials20.5%
- Materials10.1%
- Energy8.4%
- Information Technology7.6%
Top countries
- North America53.4%
- Europe30.9%
- Asia ex Japan8.3%
- Latin America1.0%
- Japan0.6%
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.
PORTFOLIO BREAKDOWN