XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
OVERLAYS
Fund
Benchmark
3Y · NAV total return · GBP
Managed Pension Funds Limited - Europe ex UK Screened Index Equity Sub-Fund (GBP) [N/A]: holdings, performance and fees
1Y return+20.5%
3Y return+53.6%
5Y return+56.2%
Top 10 holdings
| Holding | Weight |
|---|---|
| ASML HOLDING N.V. | 5.4% |
| NOVARTIS AG | 2.7% |
| ROCHE HOLDING AG | 2.6% |
| NESTLE S.A. | 2.5% |
| SIEMENS AKTIENGESELLSCHAFT | 2.2% |
| ALLIANZ SE | 1.9% |
| BANCO SANTANDER, S.A. | 1.8% |
| SAP SE | 1.7% |
| SCHNEIDER ELECTRIC SE | 1.5% |
| TOTALENERGIES SE | 1.4% |
Top sectors
- Financials24.4%
- Industrials20.3%
- Health Care13.0%
- Technology11.9%
- Consumer Discretionary8.0%
Top countries
- Switzerland19.0%
- Germany18.8%
- France18.1%
- Netherlands11.2%
- Spain7.6%
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
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