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Carvetian FENIX Balanced Income

Price: £1.95|Change: 0.01 (0.66%)
Asset allocation %
Morningstar style box TM
Equity style
SizeLarge
Mid
Small
Value
Blend
Growth
Style

Size

Share class size (mil)30 GBP (20/05/2024)
Fund size (mil)30 GBP (20/05/2024)

Top 10 holdings

Assets in top 10 holdings %25.18
Total number of equity holdings56
Total number of bond holdings8
Holdings 30/04/2024% of assets
WisdomTree Physical Gold4.02
M&G Japan GBP PP Inc2.99
Jupiter Japan Income U2 Inc2.80
FSSA Indian Subcontinent III USD Acc2.65
Novo Nordisk A/S Class B2.30
Shell PLC2.18
Microsoft Corp2.14
Intermediate Capital Group PLC2.13
AstraZeneca PLC2.06
Trojan Fund X Income1.90