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SVS Brown Shipley Balanced I Acc

Price: 184.08p|Change: 0.01 (0.45%)

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)72 GBP (16/04/2026)
Fund size (mil)659 GBP (16/04/2026)
Morningstar style box TM
Fixed income style
Credit qualityLarge
Mid
Small
Value
Blend
Growth
Interest rate sensit

Top 10 holdings

Assets in top 10 holdings %54.93
Total number of equity holdings43
Total number of bond holdings8
Holdings 28/02/2026% of assets
iShares MSCI USA CTB Enh ESGETFGBPHdgInc10.26
QMM Actively Managed US Eq Q GBP H Dist8.15
iShares Core FTSE 100 ETF GBP Dist8.08
iShares MSCI EM CTB Enh ESG ETF USD Acc6.10
QMM Actively Mgd Glb HY Corp Bd QGBPHDis5.84
AMND MSCI USA ES ETF5.25
GS EM Enh In Sus EQ-I Cap USD3.06
BNPP E MSCI Jpn MinTEETFH€Cap3.01
QMM Actvy Mgd Contnn Eurp Eq Q GBP H Dis2.67
Xtrackers S&P 500 Eql Wgt Scrd&ScrnETF4C2.52