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VT Shackleton Balanced Income (GBP)

Sell:115.81p Buy:115.81p Change: 0.59p (0.51%)
Prices as at 22 May 2026
Sell:115.81p
Buy:115.81p
Change: 0.59p (0.51%)
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 22 May 2026
Sell:115.81p
Buy:115.81p
Change: 0.59p (0.51%)
Prices as at 22 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 99.75%
Cash and Equiv. 0.25%
UK Equities 0.00%
International Equities 0.00%
0.00%
UK Corporate Bonds 0.00%
International Bonds 0.00%
Other 0.00%
Property 0.00%
ETF 0.00%
Investment Trust 0.00%
Money Market 0.00%
Alternative Trading Strategies 0.00%

X-ray

X-ray asset allocation
Key % Net Assets
International Equities 45.39%
International Bonds 20.81%
Mutual Funds 9.60%
UK Equities 9.00%
8.85%
UK Corporate Bonds 3.33%
Other 1.80%
Cash and Equiv. 0.80%
Property 0.55%
Investment Trust 0.05%
Money Market 0.01%
Alternative Trading Strategies -0.19%

Standard top 10 holdings

Stock name % Weight Sector
1 SPDR ETF SPDR S&P 500 UCITS ETF - 10.45% Unclassified
2 Amundi ETF Amundi Core UK Government Bond UCITS ETF Dist 8.80% Unclassified
3 Amundi ETF Amundi Core MSCI Emerging Markets Swap UCITS ETF Dist 7.33%
4 Vanguard US Government Bond Index Institutional Plus 7.15% Global Bonds
5 Invesco Markets Plc Invesco MSCI USA UCITS ETF - 6.64%
6 Vanguard FTSE 100 Index Unit Trust GBP 6.36% UK All Companies
7 Amundi ETF Amundi Prime Japan UCITS ETF DR (D) 4.15%
8 Artemis Short-Duration Strategic Bond Class F Quarterly 4.08% £ Strategic Bond
9 HSBC Global Emerging Market Government Bond Index Class S6CH 4.02% Fixed Int-Emerging Mkts
10 HSBC European Index Class S 3.61% Europe Excluding UK

IA sector allocation

Asset Allocation
Not Classified 47.23%
Global Bonds 8.28%
UK All Companies 7.41%
North America 5.62%
Europe Excluding UK 5.58%
Global Growth 5.25%
£ Strategic Bond 4.08%
Fixed Int-Emerging Mkts 4.02%
Fixed Int-Sterling 2.50%
Specialist 2.48%
Global Corporate Bond 2.42%
UK Equity Income 2.39%
Asia Pacific ex Japan 1.90%
£ Corporate Bond 0.61%
Cash 0.25%

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