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IFSL Equilibrium Cautious Portfolio Class A - Accumulation (GBP)

Sell:132.90p Buy:132.90p Change: 0.80p (0.60%)
Prices as at 3 March 2026
Sell:132.90p
Buy:132.90p
Change: 0.80p (0.60%)
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 3 March 2026
Sell:132.90p
Buy:132.90p
Change: 0.80p (0.60%)
Prices as at 3 March 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 77.96%
International Bonds 7.24%
Alternative Trading Strategies 4.49%
Other 4.21%
Cash and Equiv. 3.55%
ETF 2.47%
UK Equities 0.08%
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 30.81%
UK Corporate Bonds 14.41%
International Equities 11.96%
Other 9.54%
Alternative Trading Strategies 9.22%
8.15%
Mutual Funds 5.93%
Cash and Equiv. 4.50%
UK Equities 2.88%
ETF 2.47%
Property 0.07%
Money Market 0.05%

Standard top 10 holdings

Stock name % Weight Sector
1 Premier Premier Miton (Ireland) Global Dynamic Credit Class F (Hedged) 6.10% Fixed Int-Global
2 iShares iShares II plc Core UK Gilts UCITS ETF GBP (Dist) 4.92% Unclassified
3 MI TwentyFour Investment Funds Monument Bond Class L 4.58% Specialist
4 MI TwentyFour Investment Funds Asset Backed Opportunities Class I Gross 4.49% Specialist
5 Jupiter Merian Global Equity Absolute Return Class I Hedged 4.15% 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 3.90% ETF - Fixed Income
8 Aegon AM Investment Grade Bond Class S 3.57% £ Corporate Bond
9 Royal London Short Duration Global High Yield Bond Class Z 3.54% £ High Yield
10 Aegon AM High Yield Bond Class S 3.06% £ High Yield

IA sector allocation

Asset Allocation
Non-mutual 18.48%
Not Classified 14.77%
Specialist 12.10%
£ High Yield 9.64%
Targeted Absolute Return 6.20%
Fixed Int-Global 6.10%
£ Corporate Bond 6.10%
£ Strategic Bond 5.59%
ETF - Fixed Income 3.90%
Cash 3.55%
Global Fixed Interest 3.05%
Global Emerging Markets 2.61%
UK All Companies 2.61%
Equity-International 1.93%
Global Growth 1.90%
Equity-USA 1.47%

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