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OVERLAYS
Fund
Benchmark
3Y · NAV total return · GBP
UBS Life North America Equity Tracker Fund C: holdings, performance and fees
1Y return+20.2%
3Y return+67.1%
5Y return+82.8%
OCF (ongoing charge)0.07%
Top 10 holdings
| Holding | Weight |
|---|---|
| NVIDIA CORPORATION | 6.9% |
| APPLE INC. | 6.2% |
| MICROSOFT CORPORATION | 4.1% |
| AMAZON.COM, INC. | 3.4% |
| ALPHABET INC. CLASS A | 3.1% |
| BROADCOM CORP | 2.6% |
| ALPHABET INC. | 2.5% |
| MICRON TECHNOLOGY, INC. | 1.9% |
| META PLATFORMS, INC. | 1.8% |
| TESLA, INC. | 1.8% |
Top sectors
- Technology42.8%
- Consumer Discretionary12.2%
- Financials11.0%
- Industrials11.0%
- Health Care8.0%
Top countries
- USA95.5%
- Canada4.5%
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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