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VT Shackleton Balanced Income (GBP)

Sell:115.99p Buy:115.99p Change: 0.25p (0.21%)
Prices as at 16 October 2026
Sell:115.99p
Buy:115.99p
Change: 0.25p (0.21%)
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 16 October 2026
Sell:115.99p
Buy:115.99p
Change: 0.25p (0.21%)
Prices as at 16 October 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 99.90%
Cash and Equiv. 0.10%
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 45.93%
International Bonds 23.72%
7.82%
Mutual Funds 6.85%
UK Equities 6.37%
UK Corporate Bonds 3.47%
Cash and Equiv. 3.36%
Other 1.90%
Property 0.54%
Investment Trust 0.05%
Money Market 0.04%
Alternative Trading Strategies -0.05%

Standard top 10 holdings

Stock name % Weight Sector
1 SPDR ETF SPDR S&P 500 UCITS ETF - 10.62% Unclassified
2 Vanguard US Government Bond Index Institutional Plus 7.64% Global Bonds
3 Amundi ETF Amundi Core UK Government Bond UCITS ETF Dist 7.64% Unclassified
4 Amundi ETF Amundi Core MSCI Emerging Markets Swap UCITS ETF Dist 7.53%
5 Invesco Markets Plc Invesco MSCI USA UCITS ETF - 6.68%
6 Vanguard FTSE 100 Index Unit Trust GBP 6.37% UK All Companies
7 Artemis Short-Duration Strategic Bond Class F Quarterly 4.18% £ Strategic Bond
8 Amundi ETF Amundi Prime Japan UCITS ETF DR (D) 4.15%
9 HSBC Global Emerging Market Government Bond Index Class S6CH 3.91% Fixed Int-Emerging Mkts
10 HSBC European Index Class S 3.66% Europe Excluding UK

IA sector allocation

Asset Allocation
Not Classified 46.26%
Global Bonds 8.73%
UK All Companies 7.42%
North America 5.77%
Europe Excluding UK 5.58%
Global Growth 5.19%
£ Strategic Bond 4.18%
Fixed Int-Emerging Mkts 4.03%
Specialist 2.89%
Fixed Int-Sterling 2.47%
UK Equity Income 2.46%
Global Corporate Bond 2.34%
Asia Pacific ex Japan 1.95%
£ Corporate Bond 0.63%
Cash 0.10%

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