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OVERLAYS
Fund
Benchmark
3Y · NAV total return · GBP
Multi-Strategy Portfolio - Kronos MSP Balanced: holdings, performance and fees
1Y return+10.4%
3Y return+27.8%
OCF (ongoing charge)1.42%
Top 10 holdings
| Holding | Weight |
|---|---|
| JPMORGAN ETFS IRELAND ICAV US RESEARCH ENHANCED INDEX EQUIT | 9.2% |
| BLACKROCK SUSTAINABLE FIXED INCOME STRATEGIES FUND X2 CAPIT | 9.0% |
| FRANKLIN EUROPEAN TOTAL RETURN FUND S ACC EUR | 8.1% |
| SCHRODER INTERNATIONAL SELECTION FUND US LARGE CAP I ACCUMU | 6.5% |
| NORTH AMERICA SUSTAINABLE EQUITY FUND CLASS B EUR ACC | 5.9% |
| ELEVA UCITS FUND - FONDS ELEVA EUROPEAN SELECTION I2 EUR ACC | 5.6% |
| PIMCO GIS GLOBAL BOND ESG FUND INSTITUTIONAL EUR (HEDGED) A | 5.4% |
| GSF III GOLDMAN SACHS GREEN BOND Z CAP EUR | 4.7% |
| JPMORGAN FUNDS AGGREGATE BOND FUND X ACC EUR HEDGED | 4.6% |
| GSF III GOLDMAN SACHS EURO CREDIT Z CAP EUR | 4.6% |
Top countries
- Luxembourg59.0%
- Ireland39.2%
- Germany1.8%
- France0.1%
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
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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.
PORTFOLIO BREAKDOWN