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OVERLAYS
Fund
Benchmark
3Y · NAV total return · GBP
Ten Cap Alpha Plus A: holdings, performance and fees
1Y return+0.3%
3Y return+27.9%
5Y return+30.8%
OCF (ongoing charge)0.97%
Top 10 holdings
| Holding | Weight |
|---|---|
| BHP GROUP LIMITED | 11.8% |
| COMMONWEALTH BANK OF AUSTRALIA | 10.3% |
| WESTPAC BANKING CORPORATION | 4.4% |
| NATIONAL AUSTRALIA BANK LIMITED | 4.1% |
| MACQUARIE GROUP LIMITED | 3.9% |
| AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED | 3.9% |
| WESFARMERS LIMITED | 3.7% |
| GOODMAN GROUP | 3.3% |
| RIO TINTO LTD | 2.9% |
| ARISTOCRAT LEISURE | 2.8% |
Top sectors
- Financials31.6%
- Materials27.3%
- Consumer Discretionary11.6%
- Industrials8.1%
- Health Care6.6%
Top countries
- Australia100.0%
- Money Market0.0%
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
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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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