Quarterly Review Q1 2024 - Adventurous final - Flipbook - Page 9
IFSL YOU Multi-Asset Blend Adventurous Fund
(as at 31st March 2024)
Equity Total
95.6%
Other Assets Total
1.0%
UK Equity
21.2%
Property & Real Assets
1.0%
Lyxor Core UK Equity All Cap ETF
10.6%
Lindsell Train UK Equity
5.3%
Polar Capital UK Value Opportunities
3.7%
Invesco UK Opportunities
1.6%
US Equity
11.6%
Neuberger Berman US Small Cap Intrinsic Value
5.1%
Amundi Russell 1000 Growth ETF
2.7%
5.2%
Lansdowne Partners European ex-UK
2.6%
BlackRock Continental European
2.6%
13.8%
Amundi Prime Japan ETF
5.5%
GSAM Japan Equity Partners
3.3%
Nikko AM Value
3.3%
Neuberger Berman Japan Engagement
1.7%
Global Emerging Market Equity
13.8%
HSBC MSCI Emerging Markets ETF
4.8%
North of South EM All Cap
3.6%
Skerryvore Global Emerging Markets
2.7%
Baillie Gifford Pacific
2.7%
Global Developed Market Equity
3.2%
10.4%
Vanguard Europe ex-UK ETF
Japanese Equity
Cash Total
1.0%
19.4%
Invesco S&P 500 ETF
Europe Ex-UK Equity
Sparkchange Physical Carbon EUA ETC
17.0%
Amundi MSCI World ETF
5.0%
Brown Advisory Global Leaders
4.8%
Pzena Global Value
4.8%
Baillie Gifford Global Discovery
2.4%
We recommend that potential investors seek professional 昀椀nancial advice before making any investment. The
material in this report has been prepared by YOU Asset Management and provides background information
about YOU Asset Management’s activities as at the date of this report.
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