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OVERLAYS
Fund
Benchmark
3Y · NAV total return · GBP
Rivertree Fd -Strategic Balanced F2 CAP: holdings, performance and fees
1Y return+9.3%
3Y return+29.3%
5Y return+14.3%
OCF (ongoing charge)1.26%
Top 10 holdings
| Holding | Weight |
|---|---|
| ISHARES IV PLC - ISHARES MSCI USA CTB ENHANCED ESG UCITS ETF EURH | 8.5% |
| BR Sol.F.IC.QMM Ac.Ma.US Eq.Fd Reg.Shs Q Hgd EUR Acc. oN | 7.0% |
| L&G UCITS ETF PLC - EUROPE EX UK EQUITY UCITS ETF GBP | 5.4% |
| VANGUARD FUNDS PLC EUR EUROZONE GOV BD UCITS ETF EUR ACC | 5.2% |
| BR Sol.-QMM Act.Man.Em.Mkt Eq. Reg.Shs Q EUR Acc. oN | 4.6% |
| BlackRock Solutions Funds ICAV QMM Ac Ma Gl InvGrCo Bd Q Cap | 4.4% |
| UBS (LUX) FUND SOLUTIONS SUSTAINABLE DEVELOPMENT BANK BONDS UCITS ETF EUR ACC HDG | 4.1% |
| Am.ETF ICAV-A.MS.USA E.C.N.Z.A Bear.Shs EUR Dis. oN | 3.9% |
| Capital Intl Ptf Gr Em Mk Local Curre Debt Fd (LUX) A15 Cap | 3.8% |
| HANETF ETC SECURITIES PLC | 3.3% |
Top sectors
- Information Technology26.0%
- Financials19.1%
- Industrials11.6%
- Consumer Discretionary11.0%
- Healthcare9.4%
Top countries
- United States53.8%
- Europe23.7%
- Emerging Markets13.1%
- Japan5.6%
- Pacific ex-Japan2.1%
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