XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
OVERLAYS
Fund
Benchmark
3Y · NAV total return · GBP
iShares VI plc - iShares Edge MSCI World Minimum Volatility UCITS ETF EUR Hedged (Acc): holdings, performance and fees
1Y return+5.4%
3Y return+32.0%
5Y return+26.4%
OCF (ongoing charge)0.35%
Top 10 holdings
| Holding | Weight |
|---|---|
| JOHNSON & JOHNSON | 1.6% |
| CISCO SYSTEMS, INC. | 1.5% |
| DUKE ENERGY CORPORATION | 1.4% |
| EXXONMOBIL HOLDINGS CORP | 1.4% |
| SOUTHERN COMPANY (THE) | 1.4% |
| MICROSOFT CORPORATION | 1.3% |
| CENCORA, INC. | 1.3% |
| BERKSHIRE HATHAWAY INC. | 1.2% |
| NOVARTIS AG | 1.2% |
| MOTOROLA SOLUTIONS, INC. | 1.2% |
Top sectors
- Information Technology24.7%
- Health Care14.4%
- Financials14.0%
- Communications10.6%
- Consumer Staples9.7%
Top countries
- USA67.4%
- Japan10.8%
- Canada3.8%
- Switzerland3.1%
- France2.5%
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