You've seen it against the market — now rank it against similar funds.
OVERLAYS
FundBenchmark
3Y · NAV total return · GBP
US EquityFlex I: holdings, performance and fees
1Y return+24.7%
3Y return+71.0%
5Y return+85.3%
OCF (ongoing charge)0.67%
Top countries
USA86.2%
Cash & Cash Equivalents13.5%
Ireland0.5%
Switzerland0.2%
Netherlands0.1%
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-MONTHPowered by ClaudeFREE PREVIEW
CHART PREVIEW · UPGRADE FOR FULL ANALYSIS
US EquityFlex I has its largest country exposure in USA at 86.2%. 1-year return: +24.7%.
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
Growth calculator
What if you’d invested?
£
Would be worth
—
Benchmark—
Based on this fund’s actual return over the past year. Past performance is not a reliable indicator of future results.
Fetched 180 days of price data for top holdings and country ETF proxies via FMP API.
2
Weighted Composite Returns
Daily returns calculated and weighted by fund allocation percentages to create a synthetic portfolio.
3
Linear Regression Analysis
Ordinary Least Squares (OLS) regression fitted to cumulative returns: ŷ = βx + α
4
Forward Projection
Extended regression line 126 trading days (~6 months) to estimate future performance.
Model Statistics
R² (Coefficient of Determination)
0.85
Daily Rate of Change (β)
+0.071%
Data Points Analyzed
180
Components Weighted
6
This is an illustrative, model-generated scenario based on stated assumptions — 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.
Find Competitor Funds
Filter and search to build your comparison universe
FB
Benchmarking against
— funds
Search funds to compare
Type a name, ticker, ISIN, or sector.
Create your free account
Sign up to unlock the full fund breakdown — free, no credit card.