McInroy & Wood Balanced Pers Inc
This fund can be held in a Dealing accountISALifetime ISAJISASIPPand can be used with Regular investment
Before investing please read:
Size
Share class size (mil) | 1,199 GBP (08/05/2024) |
Fund size (mil) | 1,174 GBP (30/04/2024) |
Top 10 holdings
Assets in top 10 holdings % | 29.72 |
Total number of equity holdings | 38 |
Total number of bond holdings | 13 |
Holdings 31/03/2024 | % of assets |
---|---|
Edwards Lifesciences Corp | 3.41 |
Novo Nordisk A/S Class B | 3.07 |
Schneider Electric SE | 2.99 |
United States Treasury Notes 2.875% | 2.98 |
United States Treasury Notes 2.25% | 2.96 |
Air Liquide SA | 2.93 |
ASML Holding NV | 2.90 |
United States Treasury Notes 2.625% | 2.89 |
United Kingdom of Great Britain and Northern Ireland 1.625% | 2.86 |
Watsco Inc Class A | 2.72 |