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OVERLAYS
Fund
Benchmark
3Y · NAV total return · GBP
IE0009D8DTT4: holdings, performance and fees
1Y return+7.1%
3Y return+20.5%
Top 10 holdings
| Holding | Weight |
|---|---|
| STATE STREET AUT GLOBAL TREASURY 1-5 YEAR BOND INDEX FUND | 18.8% |
| SJP INVESTMENT GRADE CORPORATE BOND UT Z ACC | 15.1% |
| STATE STREET AUT GLOBAL TREASURY 5-15 YEAR BOND INDEX FUND | 12.4% |
| SJP GLOBAL VALUE UT Z ACC | 10.2% |
| SJP GLOBAL QUALITY UT Z ACC | 6.9% |
| SJP INTERNATIONAL EQUITY UT Z ACC | 6.5% |
| SJP GLOBAL GROWTH UT Z ACC | 6.3% |
| STATE STREET AUT 1-10 YEAR U.S. TIPS INDEX FUND | 3.2% |
| SJP UK UT Z ACC | 2.4% |
| SJP GLOBAL SMALLER COMPANIES UT Z ACC | 1.9% |
Top countries
- Other80.0%
- GB11.4%
- JP8.6%
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