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Evelyn Multi-Asset Balanced Clean £ Dist

Price: £1.1384|Change: 0.00 (0.06%)

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)4 GBP (07/04/2026)
Fund size (mil)35 GBP (30/09/2025)

Top 10 holdings

Assets in top 10 holdings %40.49
Total number of equity holdings44
Total number of bond holdings7
Holdings 31/03/2026% of assets
United Kingdom of Great Britain and Northern Ireland 3.25%6.17
United Kingdom of Great Britain and Northern Ireland 4.5%5.04
United Kingdom of Great Britain and Northern Ireland 4.75%4.76
Sprott Physical Gold and Silver Trust4.65
Fulcrum Diversified Absolute Ret F £ Acc3.81
AQR Apex UCITS C1 Acc3.81
BH Macro Ltd3.79
United States Treasury Notes 0.25%3.31
Shell PLC2.58
Apple Inc2.57