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OVERLAYS
Fund
Benchmark
3Y · NAV total return · GBP
GB00BM8HYJ30: holdings, performance and fees
1Y return+11.7%
3Y return+33.9%
5Y return+32.4%
Top 10 holdings
| Holding | Weight |
|---|---|
| SJP GLOBAL VALUE UT Z ACC | 17.0% |
| SJP BALANCED MANAGED UT Z ACC | 12.0% |
| SJP INTERNATIONAL EQUITY UT Z ACC | 11.2% |
| SJP GLOBAL QUALITY UT Z ACC | 10.4% |
| SJP GLOBAL GROWTH UT Z ACC | 10.4% |
| SJP EMERGING MARKETS EQUITY UT Z ACC | 4.5% |
| SJP INVESTMENT GRADE CORPORATE BOND UT Z ACC | 3.5% |
| STATE STREET EMERGING MARKETS LOCAL CURRENCY GOVERNMENT BOND INDEX FUND | 3.0% |
| STATE STREET AUT NORTH AMERICA B INDEX EQUITY FUND | 2.9% |
| SJP UK UT Z ACC | 2.8% |
Top countries
- Other78.5%
- GB12.6%
- JP8.9%
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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