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OVERLAYS
Fund
Benchmark
3Y · NAV total return · GBP
GB00B8ZSWF38: holdings, performance and fees
1Y return+3.9%
Top 10 holdings
| Holding | Weight |
|---|---|
| DEUTSCHLAND BUNDESANLEIHE 0% 15 FEB 31 | 0.3% |
| CAIXABANK 4.25% 06 SEP 30 | 0.2% |
| RELX FINANCE B.V. 1.5% GTD NTS 13/05/27 EUR100000 | 0.2% |
| UNICREDIT 5.85% 15 NOV 27 | 0.2% |
| APPLE 0.5% 15 NOV 31 | 0.2% |
| JPMORGAN CHASE & CO 1.963% 23 MAR 30 | 0.2% |
| DEUTSCHE TEL INT FIN 1.5% 03 APR 28 | 0.2% |
| SAP SE 1.625% BDS 10/03/31 EUR100000REG S | 0.2% |
| DEUTSCHE BANK 1.875% 23 FEB 28 | 0.1% |
| GOLDMAN SACHS GROUP 0.25% 26 JAN 28 | 0.1% |
Top countries
- US21.2%
- FR18.5%
- DE12.5%
- GB9.3%
- NL6.7%
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.
PORTFOLIO BREAKDOWN