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OVERLAYS
Fund
Benchmark
3Y · NAV total return · GBP
Global Quantitative Equity Fund: holdings, performance and fees
Top 10 holdings
| Holding | Weight |
|---|---|
| NVIDIA CORPORATION | 6.1% |
| APPLE INC. | 5.5% |
| ALPHABET INC. | 4.6% |
| MICROSOFT CORPORATION | 3.8% |
| AMAZON.COM, INC. | 3.3% |
| BROADCOM INC. | 2.4% |
| META PLATFORMS, INC. | 1.6% |
| ELI LILLY AND COMPANY | 1.6% |
| MICRON TECHNOLOGY, INC. | 1.5% |
| TESLA, INC. | 1.5% |
Top sectors
- INFORMATION TECHNOLOGY33.9%
- FINANCIALS16.5%
- CONSUMER DISCRETIONARY11.2%
- INDUSTRIALS10.1%
- HEALTH CARE9.4%
Top countries
- UNITED STATES67.6%
- JAPAN6.7%
- CANADA6.5%
- SWITZERLAND2.5%
- BRITAIN2.4%
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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