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OVERLAYS
Fund
Benchmark
3Y · NAV total return · GBP
UBS MSCI United Kingdom IMI Socially Responsible UCITS ETF hEUR acc: holdings, performance and fees
1Y return+10.9%
3Y return+42.7%
5Y return+28.7%
OCF (ongoing charge)0.26%
Top 10 holdings
| Holding | Weight |
|---|---|
| BARCLAYS PLC | 5.6% |
| LLOYDS BANKING GROUP PLC | 5.5% |
| HSBC HOLDINGS PLC | 5.5% |
| UNILEVER PLC | 5.1% |
| GSK PLC | 4.7% |
| RELX PLC | 4.2% |
| COMPASS GROUP PLC | 3.7% |
| STANDARD CHARTERED PLC | 3.6% |
| LONDON STOCK EXCHANGE GROUP PLC | 3.4% |
| RECKITT BENCKISER GROUP PLC | 3.1% |
Top sectors
- Financial Services35.3%
- Industrials18.1%
- Consumer Discretionary13.1%
- Consumer Staples9.5%
- Health Care9.5%
Top countries
- United Kingdom91.8%
- Ireland3.1%
- United States2.0%
- Chile1.2%
- Switzerland0.9%
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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