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IFSL Equilibrium Adventurous Portfolio Class A - Accumulation (GBP)

Sell:143.70p Buy:143.70p Change: 0.1p (0.07%)
Prices as at 30 October 2025
Sell:143.70p
Buy:143.70p
Change: 0.1p (0.07%)
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Invest now
Prices as at 30 October 2025
Sell:143.70p
Buy:143.70p
Change: 0.1p (0.07%)
Prices as at 30 October 2025
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Invest now
The selling price currently displayed is higher than the buying price. This can occur temporarily for a variety of reasons; shortly before the market opens, after the market closes or because of extraordinary price volatility during the trading day.

Asset Allocation

Standard

Asset Allocation
Key % Net Assets
Mutual Funds 74.85%
Other 7.62%
International Bonds 6.67%
ETF 4.18%
Alternative Trading Strategies 3.20%
Investment Trust 3.15%
Cash and Equiv. 0.33%
UK Equities 0.00%
International Equities 0.00%
0.00%
UK Corporate Bonds 0.00%
Property 0.00%
Money Market 0.00%

X-ray

X-ray asset allocation
Key % Net Assets
International Equities 21.92%
International Bonds 20.11%
Mutual Funds 16.72%
Other 10.10%
UK Equities 7.74%
Alternative Trading Strategies 6.02%
UK Corporate Bonds 5.45%
ETF 4.18%
3.21%
Investment Trust 3.15%
Cash and Equiv. 1.16%
Property 0.23%
Money Market 0.00%

Standard top 10 holdings

Stock name % Weight Sector
1 Man Group GLG Sterling Corporate Bond Professional C 5.02% £ Corporate Bond
2 Royal London Short Duration Global High Yield Bond Class Z 4.89% £ High Yield
3 Artemis Short-Dated Global High Yield Bond Class FI Hedged 4.88% Global Fixed Interest
4 Artemis UK Select Class S 4.76% UK All Companies
5 Schroder Global Recovery Class Q 4.47% Global
6 Waystone IE GMO Quality Investment GBP Class 4.32% Equity-International
7 Man Group GLG High Yield Opportunities Professional Accumulation Shares (Class C) 4.23% £ High Yield
8 Aegon AM High Yield Bond Class S 4.12% £ High Yield
9 Invesco Markets Plc Invesco S&P 500 Equal Weight Swap UCITS ETF Class A 4.03%
10 Janus Henderson Investors Global Smaller Companies Class F 3.75% Global

IA sector allocation

Asset Allocation
Non-mutual 24.83%
Global Growth 14.47%
£ High Yield 13.25%
Not Classified 12.98%
£ Corporate Bond 5.02%
Global Fixed Interest 4.88%
UK All Companies 4.76%
£ Strategic Bond 4.54%
Equity-International 4.32%
Specialist 2.97%
Targeted Absolute Return 2.44%
Equity-Global Emerging Markets 2.14%
ETF - Fixed Income 1.55%
UK Smaller Companies 1.53%
Cash 0.33%

X-ray top 10 holdings

X-ray top 10 holdings currently unavailable.

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You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Invest now