Quarterly Review Q1 2024 - Growth Final - Flipbook - Page 9
IFSL YOU Multi-Asset Blend Growth Fund
(as at 31st March 2024)
Equity Total
79.4%
Other Assets Total
11.8%
UK Equity
17.6%
Property & Real Assets
3.9%
Lyxor Core UK Equity All Cap ETF
9.1%
ClearBridge Global Infrastructure Income
1.4%
Lindsell Train UK Equity
4.2%
UBS Bloomberg Commodity ETF
1.6%
Polar Capital UK Value Opportunities
3.0%
Sparkchange Physical Carbon EUA ETC
0.9%
Invesco UK Opportunities
1.3%
Absolute Return
US Equity
16.2%
7.9%
Sanlam Multi Strategy
2.9%
Invesco S&P 500 ETF
9.9%
Fulcrum Thematic Equity Market Neutral
2.5%
Neuberger Berman US Small Cap Intrinsic Value
4.1%
Pacific G10 Macro Rates
2.5%
Amundi Russell 1000 Growth ETF
2.2%
Fixed Income Assets
Europe Ex-UK Equity
Vanguard Europe ex-UK ETF
4.4%
Lansdowne Partners European ex-UK
2.1%
BlackRock Continental European
2.1%
Japanese Equity
4.7%
GSAM Japan Equity Partners
2.7%
Nikko AM Value
2.7%
Neuberger Berman Japan Engagement
1.4%
2.5%
MAN GLG High Yield Opportunities
1.0%
Morgan Stanley Emerging Markets
Local Income
2.4%
Cash Total
3.0%
11.4%
HSBC MSCI Emerging Markets ETF
4.1%
North of South EM All Cap
2.9%
Skerryvore Global Emerging Markets
2.2%
Baillie Gifford Pacific
2.2%
Global Developed Market Equity
iShares 20+ Year US Treasury ETF
11.5%
Amundi Prime Japan ETF
Global Emerging Market Equity
5.9%
8.6%
14.1%
Amundi MSCI World ETF
4.5%
Brown Advisory Global Leaders
3.9%
Pzena Global Value
3.9%
Baillie Gifford Global Discovery
1.8%
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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