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OVERLAYS
Fund
Benchmark
3Y · NAV total return · GBP
GB00BYNYXY18: holdings, performance and fees
1Y return+13.6%
3Y return+30.6%
5Y return+28.5%
Top 10 holdings
| Holding | Weight |
|---|---|
| INVESCO S&P 500 GBP HDG ACC | 12.3% |
| ISHARES CORE FTSE 100 ACC | 7.8% |
| VANG ESG GC ETF GBP H ACC | 6.2% |
| X GLOBAL GOV BOND 2D GBP | 5.9% |
| HSBC EURO ST 50 ETF GBP H ACC | 5.9% |
| AM CORE S&P 500 SWAP ETF ACC | 5.2% |
| ISHARES MSCI JAPAN SCREENED | 4.6% |
Top countries
- Other87.3%
- GB8.1%
- JP4.6%
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.
PORTFOLIO BREAKDOWN