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SVS Heritage Balanced Portfolio Class A - Accumulation (GBP)

Sell:176.00p Buy:176.00p Change: 0.40p (0.23%)
Prices as at 15 May 2026
Sell:176.00p
Buy:176.00p
Change: 0.40p (0.23%)
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 15 May 2026
Sell:176.00p
Buy:176.00p
Change: 0.40p (0.23%)
Prices as at 15 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

X-ray asset allocation
Key % Net Assets
UK Equities 38.39%
Investment Trust 27.61%
Alternative Trading Strategies 15.21%
UK Corporate Bonds 14.93%
Property 3.80%
International Equities 0.05%

Top 10 holdings

Stock name % Weight Country Sector
1 COMPUTACENTER 4.26% GBR Software & Computer Services
2 BEAZLEY 3.47% GBR Non-life Insurance
3 B.P.MARSH & PARTNERS 2.43% GBR Finance & Credit Services
4 BLOOMSBURY PUBLISHING 1.58% GBR Media
5 PRIMARY HEALTH PROPERTIES 1.51% 006 Real Estate Investment Trusts
6 STANDARD CHARTERED 1.49% GBR Banks
7 SDLF 5.750 Perp '28 FRN 1.45% GBR Bonds
8 LANCASHIRE HLDGS 1.35% GBR Non-life Insurance
9 CONDUIT HOLDINGS LIMITED 1.31% GBR Non-life Insurance
10 HSBC HOLDINGS 1.25% GBR Banks

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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