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OVERLAYS
Fund
Benchmark
3Y · NAV total return · GBP
GB00B6X0SG04: holdings, performance and fees
1Y return+13.1%
3Y return+33.6%
5Y return+34.6%
OCF (ongoing charge)0.98%
Top 10 holdings
| Holding | Weight |
|---|---|
| Standard Life Sustainable Index US Equity Pension Fund | 39.6% |
| Standard Life Sustainable Index European Equity Pension Fund | 13.4% |
| Standard Life Sustainable Index Japan Equity Pension Fund | 8.2% |
| STANDARD LIFE SUSTAINABLE INDEX EMERGING MARKET EQUITY PENSION FUND | 6.6% |
| Standard Life Sustainable Index UK Equity Pension Fund | 6.6% |
| Standard Life Sustainable Index Asia Pacific (ex Japan) Equity Pension Fund | 5.5% |
| SL PUTM Bothwell Emerging Market Debt Unconstrained Pension Fund | 5.1% |
| SL Global Property Securities Asset Fund | 5.0% |
| SL PUTM ACS Sustainable Index Global Short Dated Credit Pension Fund | 3.1% |
| SL PUTM ACS Sustainable Index Global All Maturities Credit Pension Fund | 2.8% |
Top countries
- Other85.2%
- GB9.1%
- JP5.7%
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
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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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