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OVERLAYS
Fund
Benchmark
3Y · NAV total return · GBP
Franklin Templeton Moderately Conservative Model Portfolio: holdings, performance and fees
Top 10 holdings
| Holding | Weight |
|---|---|
| FIDELITY CONCORD STREET TRUST 500 IDX USD | 12.7% |
| American Funds IS US Government Secs 1A | 10.9% |
| Fidelity VIP Investment Grade Bd II Init | 7.7% |
| FIDELITY FIXED INCOME TRUST SPARTAN US BD INDEX FIDELITY ADV INSTL | 7.4% |
| BlackRock High Yield VI Fund | 6.0% |
| American Funds IS The Bond Fd of Amer1A | 5.7% |
| MainStay VP Bond Init | 4.9% |
| PIMCO VIT Total Return Portfolio | 4.7% |
| FIDELITY FIXED INCOME TRUST SPARTAN INTL IDX ADVG INSTL | 4.7% |
| VOYA VAR FDS | 4.1% |
Top countries
- USA100.6%
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.
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