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OVERLAYS
Fund
Benchmark
3Y · NAV total return · GBP
Ironbark Robeco Global Developed Enhanced Index Equity Fund - A (Unhedged): holdings, performance and fees
1Y return+22.4%
3Y return+68.8%
OCF (ongoing charge)0.30%
Top 10 holdings
| Holding | Weight |
|---|---|
| NVIDIA CORPORATION | 5.9% |
| ALPHABET INC. | 5.4% |
| APPLE INC. | 5.1% |
| MICROSOFT CORPORATION | 3.4% |
| AMAZON.COM, INC. | 3.0% |
| MICRON TECHNOLOGY, INC. | 2.3% |
| JPMORGAN CHASE & CO. | 1.9% |
| ELI LILLY AND COMPANY | 1.6% |
| INTEL CORPORATION | 1.5% |
| BROADCOM INC. | 1.4% |
Top sectors
- Overseas Equities98.9%
- Money Market1.1%
Top countries
- USA71.3%
- Japan6.1%
- Canada3.1%
- UK3.1%
- France2.6%
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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