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YFS JM Finn Progressive Port A GBP Acc

Price: £1.1101|Change: 0.00 (0.33%)

This fund can be held in a Dealing accountStocks and shares ISALifetime ISAJISASIPP

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)190 GBP (02/04/2026)
Fund size (mil)191 GBP (20/03/2026)

Top 10 holdings

Assets in top 10 holdings %40.61
Total number of equity holdings47
Total number of bond holdings10
Holdings 31/01/2026% of assets
SPDR S&P 500 ETF6.34
Xtrackers S&P 500 ETF 4C6.30
Vanguard S&P 500 UCITS ETF5.63
iShares Core S&P 500 ETF USD Dist5.50
Schroder ISF Asian Ttl Ret C Dis GBP AV3.60
Pacific North of South EM All Cp EqI£Acc2.77
UBS S&P 500 Index C Inc2.72
HSBC S&P 500 ETF2.69
Amundi Core S&P 500 Swap ETF USD Dist2.54
Invesco S&P 500 ETF (Dist)2.53