SVS Heritage Balanced A Acc
This fund can be held in a Dealing accountStocks and shares ISALifetime ISAJISASIPPand can be used with Regular investment
Before investing please read:
Asset allocation %
Morningstar style box TM
Equity style
SizeLarge
Mid
Small
Value
Blend
Growth
Style
Size
| Share class size (mil) | 39 GBP (16/04/2026) |
| Fund size (mil) | - |
Top 10 holdings
| Assets in top 10 holdings % | 23.62 |
| Total number of equity holdings | 43 |
| Total number of bond holdings | 24 |
| Holdings 28/02/2026 | % of assets |
|---|---|
| Computacenter PLC | 3.61 |
| Beazley PLC | 3.46 |
| Oakley Capital Investments Ord | 2.68 |
| B.P. Marsh & Partners PLC | 2.49 |
| AVI Global Trust Ord | 2.19 |
| ICG Enterprise Trust Ord | 2.17 |
| UIL ZDP 2026 | 1.96 |
| Primary Health Properties PLC | 1.76 |
| Aberdeen Asian Income Fund Limited | 1.67 |
| Caledonia Investments Ord | 1.63 |