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IFSL Equilibrium Cautious Portfolio Class A - Accumulation (GBP)

Sell:134.70p Buy:134.70p Change: No change
Prices as at 28 May 2026
Sell:134.70p
Buy:134.70p
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 28 May 2026
Sell:134.70p
Buy:134.70p
Change: No change
Prices as at 28 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 67.68%
International Bonds 13.87%
Other 10.78%
ETF 2.52%
Alternative Trading Strategies 2.20%
UK Corporate Bonds 2.04%
Cash and Equiv. 0.90%
UK Equities 0.01%
International Equities 0.00%
0.00%
Property 0.00%
Investment Trust 0.00%
Money Market 0.00%

X-ray

X-ray asset allocation
Key % Net Assets
International Bonds 35.66%
Other 16.50%
International Equities 15.27%
UK Corporate Bonds 9.62%
Mutual Funds 6.19%
Alternative Trading Strategies 4.99%
4.95%
ETF 2.52%
UK Equities 2.34%
Cash and Equiv. 1.77%
Property 0.17%
Money Market 0.02%

Standard top 10 holdings

Stock name % Weight Sector
1 MI TwentyFour Investment Funds Asset Backed Opportunities Class I Gross 5.03% Specialist
2 Invesco Markets Plc Invesco UK Gilts UCITS ETF - 4.90% UK Gilt
3 Premier Premier Miton (Ireland) Global Dynamic Credit Class F (Hedged) 4.55% Fixed Int-Global
4 Invesco Markets Plc Invesco Utilities S&P US Select Sector UCITS ETF - 3.95%
5 iShares iShares II plc $ TIPS UCITS ETF 3.77% ETF - Fixed Income
6 MI TwentyFour Investment Funds Monument Bond Class L 3.68% Specialist
7 Aegon AM Investment Grade Bond Class S 3.37% £ Corporate Bond
8 Artemis Short-Dated Global High Yield Bond Class FI Hedged 3.22% Global Fixed Interest
9 TYCH ZAZO CONV ARBI 3.20%
10 AIRBAG TPX FX HEDGED 3.10%

IA sector allocation

Asset Allocation
Non-mutual 31.42%
Not Classified 13.40%
£ High Yield 8.77%
Specialist 8.70%
£ Corporate Bond 5.76%
UK Gilts 4.90%
Fixed Int-Global 4.55%
ETF - Fixed Income 3.77%
Global Fixed Interest 3.22%
Targeted Absolute Return 3.02%
£ Strategic Bond 2.94%
Global Emerging Markets 2.58%
UK All Companies 2.50%
Global Growth 2.02%
Equity-USA 1.53%
Cash 0.90%

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