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OVERLAYS
Fund
Benchmark
3Y · NAV total return · GBP
USA Lower Carbon ESG Tilt Equity Index Fund - Institutional Income: holdings, performance and fees
1Y return+26.6%
3Y return+68.3%
OCF (ongoing charge)0.03%
Top 10 holdings
| Holding | Weight |
|---|---|
| JOHNSON & JOHNSON | 9.0% |
| VISA INC. | 8.5% |
| MICROSOFT CORPORATION | 7.5% |
| CISCO SYSTEMS, INC. | 6.4% |
| NVIDIA CORPORATION | 5.2% |
| INTEL CORPORATION | 4.3% |
| APPLE INC. | 4.2% |
| MERCK & CO INC(NEW) | 2.6% |
| AMAZON.COM, INC. | 2.6% |
| ALPHABET INC. | 2.5% |
Top sectors
- Technology38.2%
- Health Care14.9%
- Industrials13.3%
- Consumer Discretionary8.9%
- Telecommunications8.4%
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.
PORTFOLIO BREAKDOWN