XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
OVERLAYS
Fund
Benchmark
3Y · NAV total return · GBP
Invesco S&P 500 Low Volatility ETF: holdings, performance and fees
1Y return+2.8%
3Y return+19.9%
5Y return+30.2%
OCF (ongoing charge)0.25%
Top 10 holdings
| Holding | Weight |
|---|---|
| LOEWS CORPORATION | 1.4% |
| FIRSTENERGY CORP. | 1.3% |
| BERKSHIRE HATHAWAY INC. | 1.3% |
| JOHNSON & JOHNSON | 1.2% |
| COCA-COLA COMPANY(THE) | 1.2% |
| TRAVELERS COMPANIES, INC. (THE) | 1.2% |
| DUKE ENERGY CORPORATION | 1.2% |
| AMEREN CORPORATION | 1.2% |
| CINTAS CORP | 1.2% |
| REALTY INCOME CORPORATION | 1.2% |
Top sectors
- Utilities25.4%
- Financials21.5%
- Real Estate17.9%
- Industrials11.9%
- Consumer Staples9.2%
Top countries
- Cash & Cash Equivalents0.1%
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
Powered by Claude
FREE PREVIEW
Sign up free to unlock the full AI analysis →
UP—
PREMIUM
PREMIUM
Positives
Risks
600 adviser votes
Upgrade for full forecast →
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