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IFSL Equilibrium Cautious Portfolio Class A - Accumulation (GBP)

Sell:128.70p Buy:128.70p Change: 0.20p (0.16%)
Prices as at 25 November 2025
Sell:128.70p
Buy:128.70p
Change: 0.20p (0.16%)
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 25 November 2025
Sell:128.70p
Buy:128.70p
Change: 0.20p (0.16%)
Prices as at 25 November 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 80.35%
Other 6.99%
International Bonds 6.03%
Alternative Trading Strategies 4.35%
ETF 1.67%
Cash and Equiv. 0.35%
UK Equities 0.25%
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 27.30%
Mutual Funds 15.39%
Other 15.38%
UK Corporate Bonds 10.99%
International Equities 10.67%
6.83%
UK Equities 5.11%
Alternative Trading Strategies 4.42%
ETF 1.67%
Cash and Equiv. 1.41%
Money Market 0.73%
Property 0.09%

Standard top 10 holdings

Stock name % Weight Sector
1 MI TwentyFour Investment Funds Monument Bond Class L 5.47% Specialist
2 iShares iShares II plc Core UK Gilts UCITS ETF GBP (Dist) 5.02% Unclassified
3 Legal & General Strategic Bond C 4.97% £ Strategic Bond
4 Lazard Global Rathmore Alternative Class E Hedged 4.76% Targeted Absolute Return
5 MI TwentyFour Investment Funds Asset Backed Opportunities Class I Gross 4.73% Specialist
6 Premier Premier Miton Tellworth UK Select Class A 4.72% Targeted Absolute Return
7 Royal London Short Duration Global High Yield Bond Class Z 4.67% £ High Yield
8 Man Group GLG Sterling Corporate Bond Professional C 4.42% £ Corporate Bond
9 Premier Premier Miton (Ireland) Global Dynamic Credit Class F (Hedged) 4.38% Fixed Int-Global
10 iShares iShares II plc $ TIPS UCITS ETF 4.03% ETF - Fixed Income

IA sector allocation

Asset Allocation
Non-mutual 19.30%
Not Classified 12.05%
Specialist 11.96%
Targeted Absolute Return 9.48%
£ High Yield 9.05%
£ Strategic Bond 6.98%
Global Growth 6.65%
£ Corporate Bond 4.42%
Fixed Int-Global 4.38%
ETF - Fixed Income 4.03%
UK All Companies 3.66%
Global Emerging Markets 2.21%
Equity-International 2.12%
Global Fixed Interest 2.05%
Standard Money Market 1.30%
Cash 0.35%

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