XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
OVERLAYS
Fund
Benchmark
3Y · NAV total return · GBP
Vanguard® Investments Funds ICVC - Vanguard U.S. Equity Index Fund GBP Acc: holdings, performance and fees
1Y return+19.7%
3Y return+63.2%
5Y return+74.5%
OCF (ongoing charge)0.10%
Top 10 holdings
| Holding | Weight |
|---|---|
| NVIDIA CORPORATION | 6.7% |
| APPLE INC. | 6.2% |
| ALPHABET INC. | 5.2% |
| MICROSOFT CORPORATION | 4.7% |
| AMAZON.COM, INC. | 3.6% |
| BROADCOM INC | 2.5% |
| META PLATFORMS, INC. | 1.7% |
| JPMORGAN CHASE & CO. | 1.3% |
| BERKSHIRE HATHAWAY INC. | 1.3% |
| MICRON TECHNOLOGY, INC. | 1.3% |
Top sectors
- Technology30.6%
- Financials12.8%
- Industrials10.7%
- Health Care10.3%
- Consumer Discretionary9.9%
Top countries
- USA99.7%
- Money Market0.2%
- UK0.0%
- Others0.0%
- Canada0.0%
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
Powered by Claude
FREE PREVIEW
Sign up free to unlock the full AI analysis →
UP—
PREMIUM
PREMIUM
Positives
Risks
600 adviser votes
Upgrade for full forecast →
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