XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
OVERLAYS
Fund
Benchmark
3Y · NAV total return · GBP
U.S. Small Cap Equity: holdings, performance and fees
Top 10 holdings
| Holding | Weight |
|---|---|
| SHORT-TERM INVESTMENTS TRUST TREASURY PORTFOLIO INSTL CL | 1.5% |
| CREDO TECHNOLOGY GRP HLDG LTD | 1.2% |
| BLOOM ENERGY CORPORATION | 1.1% |
| LUMEN TECHNOLOGIES, INC. | 0.9% |
| Nextracker Ord Shs Class A | 0.9% |
| INTERDIGITAL, INC. | 0.9% |
| RAMBUS INC. | 0.8% |
| SSR MINING INC. | 0.8% |
| JACKSON FINANCIAL INC. | 0.8% |
| ENSIGN GROUP INC | 0.8% |
Top countries
- USA88.3%
- Bermuda2.7%
- UK1.4%
- Cayman Islands1.1%
- Puerto Rico1.1%
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
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