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IFSL Equilibrium Cautious Portfolio Class A - Accumulation (GBP)

Sell:132.50p Buy:132.50p Change: No change
Prices as at 5 May 2026
Sell:132.50p
Buy:132.50p
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 5 May 2026
Sell:132.50p
Buy:132.50p
Change: No change
Prices as at 5 May 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 67.21%
International Bonds 13.67%
Alternative Trading Strategies 12.41%
ETF 2.52%
UK Corporate Bonds 2.02%
Cash and Equiv. 2.00%
UK Equities 0.17%
International Equities 0.00%
0.00%
Other 0.00%
Property 0.00%
Investment Trust 0.00%
Money Market 0.00%

X-ray

X-ray asset allocation
Key % Net Assets
International Bonds 35.21%
International Equities 15.89%
Alternative Trading Strategies 15.22%
UK Corporate Bonds 9.32%
Mutual Funds 6.10%
Other 5.30%
5.07%
Cash and Equiv. 2.72%
ETF 2.52%
UK Equities 2.45%
Property 0.18%
Money Market 0.02%

Standard top 10 holdings

Stock name % Weight Sector
1 Invesco Markets Plc Invesco UK Gilts UCITS ETF - 5.02% UK Gilt
2 MI TwentyFour Investment Funds Asset Backed Opportunities Class I Gross 4.61% Specialist
3 Premier Premier Miton (Ireland) Global Dynamic Credit Class F (Hedged) 4.31% Fixed Int-Global
4 Jupiter Merian Global Equity Absolute Return Class I Hedged 4.22% Targeted Absolute Return
5 Invesco Markets Plc Invesco Utilities S&P US Select Sector UCITS ETF - 4.01%
6 iShares iShares II plc $ TIPS UCITS ETF 3.86% ETF - Fixed Income
7 MI TwentyFour Investment Funds Monument Bond Class L 3.45% Specialist
8 Aegon AM Investment Grade Bond Class S 3.40% £ Corporate Bond
9 AIRBAG TPX FX HEDGED 3.09%
10 Invesco Markets Plc Invesco S&P 500 Equal Weight Swap UCITS ETF Class A 2.97%

IA sector allocation

Asset Allocation
Non-mutual 30.79%
Not Classified 13.27%
£ High Yield 8.63%
Specialist 8.06%
£ Corporate Bond 5.80%
UK Gilts 5.02%
Fixed Int-Global 4.31%
Targeted Absolute Return 4.22%
ETF - Fixed Income 3.86%
Global Fixed Interest 2.87%
£ Strategic Bond 2.86%
UK All Companies 2.44%
Global Emerging Markets 2.39%
Global Growth 2.02%
Cash 2.00%
Equity-USA 1.46%

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