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OVERLAYS
Fund
Benchmark
3Y · NAV total return · GBP
Xtrackers (IE) Plc - Xtrackers S&P 500 Equal Weight Scored & Screened UCITS ETF 2C - EUR Hedged: holdings, performance and fees
1Y return+18.4%
3Y return+36.6%
OCF (ongoing charge)0.22%
Top 10 holdings
| Holding | Weight |
|---|---|
| PAYPAL HOLDINGS, INC. | 0.5% |
| GLOBAL PAYMENTS INC. | 0.5% |
| EXPEDIA GROUP INC | 0.4% |
| BAXTER INTERNATIONAL INC | 0.4% |
| WILLIS TOWERS WATSON PUBLIC LIMITED COMPANY | 0.4% |
| CHARLES RIVER LABORATORIES INTERNATIONAL, INC. | 0.4% |
| MODERNA, INC. | 0.4% |
| GODADDY INC | 0.4% |
| PALO ALTO NETWORKS, INC. | 0.4% |
| STANLEY BLACK & DECKER, INC. | 0.4% |
Top sectors
- Equities100.0%
Top countries
- USA100.0%
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
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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