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IFSL Equilibrium Cautious Portfolio Class A - Accumulation (GBP)

Sell:131.50p Buy:131.50p Change: 0.1p (0.08%)
Prices as at 6 February 2026
Sell:131.50p
Buy:131.50p
Change: 0.1p (0.08%)
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 6 February 2026
Sell:131.50p
Buy:131.50p
Change: 0.1p (0.08%)
Prices as at 6 February 2026
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 78.29%
Other 7.62%
International Bonds 6.97%
Alternative Trading Strategies 4.44%
ETF 2.50%
UK Equities 0.10%
Cash and Equiv. 0.09%
International Equities 0.00%
0.00%
UK Corporate Bonds 0.00%
Property 0.00%
Investment Trust 0.00%
Money Market 0.00%

X-ray

X-ray asset allocation
Key % Net Assets
International Bonds 31.75%
Other 15.76%
International Equities 12.00%
UK Corporate Bonds 10.27%
Alternative Trading Strategies 8.99%
8.44%
Mutual Funds 5.97%
UK Equities 2.98%
ETF 2.50%
Cash and Equiv. 1.21%
Property 0.07%
Money Market 0.04%

Standard top 10 holdings

Stock name % Weight Sector
1 Premier Premier Miton (Ireland) Global Dynamic Credit Class F (Hedged) 6.03% Fixed Int-Global
2 iShares iShares II plc Core UK Gilts UCITS ETF GBP (Dist) 5.16% Unclassified
3 MI TwentyFour Investment Funds Asset Backed Opportunities Class I Gross 4.81% Specialist
4 MI TwentyFour Investment Funds Monument Bond Class L 4.53% Specialist
5 Jupiter Merian Global Equity Absolute Return Class I Hedged 4.10% Targeted Absolute Return
6 iShares iShares V plc S&P 500 Utilities Sector UCITS ETF 3.97%
7 iShares iShares II plc $ TIPS UCITS ETF 3.93% ETF - Fixed Income
8 Aegon AM Investment Grade Bond Class S 3.52% £ Corporate Bond
9 Royal London Short Duration Global High Yield Bond Class Z 3.52% £ High Yield
10 Artemis Short-Dated Global High Yield Bond Class FI Hedged 3.03% Global Fixed Interest

IA sector allocation

Asset Allocation
Non-mutual 21.62%
Not Classified 14.96%
Specialist 12.33%
£ High Yield 9.54%
Targeted Absolute Return 6.09%
Fixed Int-Global 6.03%
£ Corporate Bond 6.03%
£ Strategic Bond 5.53%
ETF - Fixed Income 3.93%
Global Fixed Interest 3.03%
UK All Companies 2.69%
Global Emerging Markets 2.59%
Global Growth 2.07%
Equity-International 1.99%
Equity-USA 1.48%
Cash 0.09%

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