• Have a question?
    Open from 8am to 7pm Monday to Friday    Call customer services
    0345 54 32 600

Print

SVS Heritage Balanced A Acc

Price: 179.40p|Change: 0.00 (0.22%)

This fund can be held in a Dealing accountStocks and shares ISALifetime ISAJISASIPPand can be used with Regular investment

Before investing please read:

Key Information Document (KID/KIID)/Product Summary

Asset allocation %
Morningstar style box TM
Equity style
SizeLarge
Mid
Small
Value
Blend
Growth
Style

Size

Share class size (mil)41 GBP (04/06/2026)
Fund size (mil)-

Top 10 holdings

Assets in top 10 holdings %23.71
Total number of equity holdings43
Total number of bond holdings22
Holdings 30/04/2026% of assets
Computacenter PLC4.29
Beazley PLC3.49
Oakley Capital Investments Ord2.58
B.P. Marsh & Partners PLC2.42
AVI Global Trust Ord2.07
ICG Enterprise Trust Ord1.99
UIL ZDP 20261.97
Caledonia Investments Ord1.69
Aberdeen Asian Income Fund Limited1.62
Bloomsbury Publishing PLC1.59