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OVERLAYS
Fund
Benchmark
3Y · NAV total return · GBP
Ironbark Brown Advisory Global Share Fund M: holdings, performance and fees
1Y return+3.8%
3Y return+37.8%
5Y return+75.6%
OCF (ongoing charge)0.60%
Top 10 holdings
| Holding | Weight |
|---|---|
| ALPHABET INC. | 7.2% |
| TAIWAN SEMICONDUCTOR MANUFACTURING COMPANY LIMITED | 6.9% |
| MICROSOFT CORPORATION | 6.2% |
| VISA INC. | 5.6% |
| MASTERCARD INCORPORATED | 5.3% |
| SAFRAN | 4.8% |
| ASML HOLDING N.V. | 4.6% |
| DEUTSCHE BORSE AKTIENGESELLSCHAFT | 4.3% |
| EXPERIAN PLC | 3.8% |
| ROCHE HOLDING AG | 3.7% |
Top sectors
- Overseas Equities99.2%
- Money Market0.8%
Top countries
- USA53.0%
- UK11.2%
- Germany8.4%
- Asia7.7%
- France4.6%
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.
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