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CG AJ Bell Cautious I Inc

Price: £1.038|Change: 0.00 (0.01%)

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)2 GBP (02/04/2026)
Fund size (mil)142 GBP (02/04/2026)

Top 10 holdings

Assets in top 10 holdings %61.02
Total number of equity holdings0
Total number of bond holdings40
Holdings 28/02/2026% of assets
iShares £ Ultrashort Bond ETF GBP Dist11.90
iShares ESG Scrn Ovrs Corp BdIdxUKSAcc£H9.97
BlackRock ICS Sterling Liq Premier Acc9.94
State Street SPDR S&P 500 ETF USD Acc6.64
SSGA Stt Strt EM Hrd Ccy Govt Bd IdxIGBP4.95
Invesco GBP Corporate Bond ETF Dist4.25
Vanguard FTSE UKAllShrIdxUnitTrInsPl£Acc4.05
Vanguard UK Invm Grd Bd Idx Ins Pl £ Acc3.58
Vanguard FTSE Dev €pe exUKEqIdxInsPl£Acc3.07
SSGA Stt Strt Glb HY Bd Scrn IdxIGBPIncH2.67