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IFSL Equilibrium Balanced Portfolio Class A - Accumulation (GBP)

Sell:135.40p Buy:135.40p Change: 0.1p (0.07%)
Prices as at 30 October 2025
Sell:135.40p
Buy:135.40p
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:135.40p
Buy:135.40p
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 77.03%
Other 8.25%
International Bonds 6.15%
Alternative Trading Strategies 3.97%
Investment Trust 2.06%
ETF 2.02%
Cash and Equiv. 0.51%
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 Bonds 22.01%
Mutual Funds 15.94%
International Equities 15.79%
Other 12.89%
Alternative Trading Strategies 8.21%
UK Corporate Bonds 8.13%
UK Equities 6.33%
4.28%
Investment Trust 2.06%
ETF 2.02%
Cash and Equiv. 1.84%
Money Market 0.36%
Property 0.14%

Standard top 10 holdings

Stock name % Weight Sector
1 Royal London Short Duration Global High Yield Bond Class Z 4.96% £ High Yield
2 Premier Premier Miton Tellworth UK Select Class A 4.77% Targeted Absolute Return
3 Schroder Global Recovery Class Q 4.76% Global
4 Artemis UK Select Class S 4.60% UK All Companies
5 Legal & General Strategic Bond C 4.51% £ Strategic Bond
6 MI TwentyFour Investment Funds Monument Bond Class L 4.38% Specialist
7 Lazard Global Rathmore Alternative Class E Hedged 4.28% Targeted Absolute Return
8 iShares iShares II plc $ TIPS UCITS ETF 4.02% ETF - Fixed Income
9 Premier Premier Miton Strategic Monthly Income Bond Class C 3.94% £ Strategic Bond
10 Man Group GLG Sterling Corporate Bond Professional C 3.68% £ Corporate Bond

IA sector allocation

Asset Allocation
Non-mutual 22.45%
Global Growth 12.53%
£ Strategic Bond 9.99%
£ High Yield 9.54%
Not Classified 9.30%
Targeted Absolute Return 9.05%
Specialist 5.54%
UK All Companies 4.60%
ETF - Fixed Income 4.02%
£ Corporate Bond 3.68%
Global Emerging Markets 3.04%
Equity-International 2.99%
Global Fixed Interest 2.06%
Standard Money Market 0.68%
Cash 0.51%

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