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OVERLAYS
Fund
Benchmark
3Y · NAV total return · GBP
IE00B17N6333: holdings, performance and fees
1Y return+15.5%
3Y return+51.5%
5Y return+63.4%
Top 10 holdings
| Holding | Weight |
|---|---|
| SAMSUNG ELECTRONICS CO., LTD | 6.6% |
| STATE STREET GLOBAL ADVISORS LIQUI 4.88% | 5.7% |
| BANK OF NEW YORK MELLON CORPORATION (THE) | 4.6% |
| NOVARTIS AG | 4.6% |
| ALPHABET INC. | 4.5% |
| CHARLES SCHWAB CORPORATION (THE) | 4.4% |
| AMERICAN EXPRESS COMPANY | 4.0% |
| META PLATFORMS, INC. | 3.9% |
| HEIDELBERG MATERIALS AG | 3.9% |
| ELEVANCE HEALTH, INC. | 3.7% |
Top countries
- Other86.2%
- GB13.8%
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