Quarterly Review Q1 2024 - Balanced Final - Flipbook - Page 9
IFSL YOU Multi-Asset Blend Balanced Fund
(as at 31st March 2024)
Equity Total
49.8%
Other Assets Total
23.7%
UK Equity
11.0%
Property & Real Assets
9.9%
Lyxor Core UK Equity All Cap ETF
5.6%
AQR Managed Futures
2.9%
Lindsell Train UK Equity
2.7%
ClearBridge Global Infrastructure Income
2.9%
Polar Capital UK Value Opportunities
1.9%
UBS Bloomberg Commodity ETF
3.1%
Invesco UK Opportunities
0.8%
Sparkchange Physical Carbon EUA ETC
1.0%
US Equity
10.2%
Absolute Return
13.8%
Invesco S&P 500 ETF
6.2%
Sanlam Multi Strategy
4.9%
Neuberger Berman US Small Cap Intrinsic Value
2.6%
Fulcrum Thematic Equity Market Neutral
4.5%
Amundi Russell 1000 Growth ETF
1.4%
Pacific G10 Macro Rates
4.4%
Europe Ex-UK Equity
5.4%
Vanguard Europe ex-UK ETF
2.8%
Lansdowne Partners European ex-UK
1.3%
BlackRock Continental European
1.3%
Japanese Equity
Fixed Income Assets
Vanguard Global Aggregate Bond ETF
14.6%
iShares 20+ Year US Treasury ETF
3.3%
JP Morgan China Aggregate Bond
2.9%
MAN GLG High Yield Opportunities
1.0%
Morgan Stanley Emerging Markets
Local Income
2.1%
7.2%
Amundi Prime Japan ETF
3.0%
GSAM Japan Equity Partners
1.7%
Nikko AM Value
1.7%
Cash Total
Neuberger Berman Japan Engagement
Global Emerging Market Equity
2.6%
0.8%
7.3%
HSBC MSCI Emerging Markets ETF
2.7%
North of South EM All Cap
1.8%
Skerryvore Global Emerging Markets
1.4%
Baillie Gifford Pacific
1.4%
Global Developed Market Equity
23.9%
8.8%
Amundi MSCI World ETF
2.8%
Brown Advisory Global Leaders
2.4%
Pzena Global Value
2.4%
Baillie Gifford Global Discovery
1.2%
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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