XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
OVERLAYS
Fund
Benchmark
3Y · NAV total return · GBP
SSGA SPDR ETFs Europe I plc - State Street SPDR S&P U.S. Dividend Aristocrats UCITS ETF EUR Hedged (Dist): holdings, performance and fees
1Y return+9.3%
3Y return+27.6%
5Y return+23.3%
OCF (ongoing charge)0.40%
Top 10 holdings
| Holding | Weight |
|---|---|
| VERIZON COMMUNICATIONS INC. | 3.3% |
| ACCENTURE PLC | 3.1% |
| REALTY INCOME CORPORATION | 2.1% |
| CHEVRON CORP NEW | 2.0% |
| PEPSICO, INC. | 1.9% |
| MEDTRONIC PLC | 1.8% |
| TARGET CORPORATION | 1.8% |
| NIKE, INC. | 1.6% |
| AUTOMATIC DATA PROCESSING, INC. | 1.5% |
| KENVUE INC. | 1.5% |
Top sectors
- Industrials18.8%
- Consumer Staples15.9%
- Utilities13.6%
- Financials12.5%
- Health Care7.8%
Top countries
- United States100.0%
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