We don’t support this browser anymore.
This means our website may not look and work as you would expect. Read more about browsers and how to update them here.

YFS Intelligent Wealth Fund Retail - Income (GBP)

Sell:116.65p Buy:116.65p Change: 2.09p (1.82%)
Prices as at 24 April 2025
Sell:116.65p
Buy:116.65p
Change: 2.09p (1.82%)
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 24 April 2025
Sell:116.65p
Buy:116.65p
Change: 2.09p (1.82%)
Prices as at 24 April 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

X-ray asset allocation
Key % Net Assets
International Equities 63.93%
UK Equities 19.56%
Commodities 7.99%
Alternative Trading Strategies 6.62%
Cash and Equiv. 1.90%

Top 10 holdings

Stock name % Weight Country Sector
1 WisdomTree ETC WisdomTree Physical Gold [LSE] 7.99% Managed Funds Managed Funds
2 MERCADOLIBRE 6.55% United States Consumer Services
3 CONSTELLATION SOFTWARE 5.58% New Caledonia Software & Computer Services
4 ASML HOLDING N.V. 5.49% Netherlands Technology Hardware & Equipment
5 KAINOS GROUP 5.22% United Kingdom Software & Computer Services
6 MEDPACE HOLDINGS 5.20% United States Pharmaceuticals & Biotechnology
7 ASHTEAD TECHNOLOGY HOLDINGS 4.89% United Kingdom Non-Renewable Energy
8 ALPHABET INC 4.21% United States Software & Computer Services
9 FORTINET 4.00% United States Software & Computer Services
10 WISE 3.97% United Kingdom Industrial Support Services

Where is the fund invested?

UK
Equities		 Int'l
Equities		 UK
Bonds		 Int'l
Bonds		 UK
Gilts		 Managed Funds Property Other Cash and Equiv. Total
Technology 7.41% 40.87% 48.28%
Telecommunications 2.08% 2.08%
Consumer Discretionary 3.29% 9.20% 12.49%
Energy 4.89% 4.89%
Health Care 8.96% 8.96%
Industrials 3.97% 2.81% 6.78%
Cash and Equiv. 1.90% 1.90%
Non-Classified 14.61% 14.61%
Total 19.56% 63.93% 14.61% 1.90% 100.00%
Data policy - All information should be used for indicative purposes only. You should independently check data before making any investment decision. HL cannot guarantee that the data is accurate or complete, and accepts no responsibility for how it may be used. Data as at 31 March 2025. Data provided by Broadridge.

Fund Analysis is only available on the desktop version of our website. This can be accessed using a desktop or laptop PC or some larger tablets.

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