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IFSL Equilibrium Cautious Portfolio Class A - Accumulation (GBP)

Sell:129.60p Buy:129.60p Change: No change
Prices as at 30 October 2025
Sell:129.60p
Buy:129.60p
Change: No change
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:129.60p
Buy:129.60p
Change: No change
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 80.48%
Other 7.25%
International Bonds 6.14%
Alternative Trading Strategies 4.41%
ETF 1.60%
Cash and Equiv. 0.12%
UK Equities 0.00%
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 23.77%
Mutual Funds 20.16%
Other 12.85%
International Equities 9.64%
Alternative Trading Strategies 9.28%
UK Corporate Bonds 8.79%
6.97%
UK Equities 4.94%
ETF 1.60%
Cash and Equiv. 1.38%
Money Market 0.53%
Property 0.09%

Standard top 10 holdings

Stock name % Weight Sector
1 MI TwentyFour Investment Funds Monument Bond Class L 5.55% Specialist
2 iShares iShares II plc $ TIPS UCITS ETF 5.24% ETF - Fixed Income
3 Legal & General Strategic Bond C 5.03% £ Strategic Bond
4 iShares iShares II plc Core UK Gilts UCITS ETF GBP (Dist) 4.96% Unclassified
5 MI TwentyFour Investment Funds Asset Backed Opportunities Class I Gross 4.88% Specialist
6 Premier Premier Miton Tellworth UK Select Class A 4.78% Targeted Absolute Return
7 Lazard Global Rathmore Alternative Class E Hedged 4.77% Targeted Absolute Return
8 Royal London Short Duration Global High Yield Bond Class Z 4.72% £ High Yield
9 Man Group GLG Sterling Corporate Bond Professional C 4.41% £ Corporate Bond
10 Premier Premier Miton Strategic Monthly Income Bond Class C 4.40% £ Strategic Bond

IA sector allocation

Asset Allocation
Non-mutual 19.40%
Specialist 12.19%
£ Strategic Bond 11.48%
Not Classified 11.04%
Targeted Absolute Return 9.55%
£ High Yield 9.14%
Global Growth 6.57%
ETF - Fixed Income 5.24%
£ Corporate Bond 4.41%
UK All Companies 3.61%
Global Emerging Markets 2.13%
Global Fixed Interest 2.07%
Equity-International 2.04%
Standard Money Market 1.00%
Cash 0.12%

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